About Digital Ascension Group
A firm is its people. Meet the team behind DAG.
Advisors, operators, and engineers, drawn from institutional finance and built for clients whose wealth lives on both sides of the ledger.
Who we are
One team across investment, structure, and stewardship.
DAG is built around a single client team, not a referral network. The portfolio manager, the private client coordinator, and the family-office operator sit in the same rooms and read the same client file.
Our team comes from institutional finance, accounting, and digital-asset operations, with a working fluency in crypto at the technical and operational level.
Leadership
Executives
The principals and senior leaders responsible for advice, structure, investments, and operations.
The bench
Advisors
Hover any advisor for a short bio.
Aaron Bailey
Investment Advisor
Andrew Carnes
Investment Advisor
Brian Cobb
Investment Advisor
Dax Westlund
Investment Advisor
Fred Weisbrod IV
Investment Advisor
Jen O'Hara
Investment Advisor
Joe Slattery
Investment Advisor
Jose Amaro
Investment Advisor
Josh Tessar
Investment Advisor
Matt Van Bussum
Investment Advisor
Nick Barnett
Investment Advisor
PJ Braccia
Investment Advisor
Ryan Atchley
Investment Advisor
Stefan Griess
Investment Advisor
Tim Githens
Investment Advisor
Tish Troutman
Investment Advisor
Tyler Ochs
Investment Advisor
Tom Teal
Head of Financial Planning
Plus a bench of CPAs, paralegals, custody operations specialists, and client-service associates working behind every engagement.
How we work
“Hire the people who can hold the whole picture in their head. Then put them on the same team.”
Jake Claver, Chairman
Engage the team
A thirty-minute consultation covers what is already in place, what is missing, and which side of DAG fits.
Compliance
DAG Private Client services involve estate matters that require qualified independent counsel in the applicable jurisdiction. LLC formation, trust drafting, and estate planning services are provided in coordination with or by qualified independent legal counsel licensed in the applicable jurisdiction. DAG is not a law firm, does not provide legal or tax advice, and does not provide tax preparation services; tax matters are handled through referrals to qualified tax professionals. DAG is not a financial advisor and does not provide financial advice. Investment advisory services are offered through Digital Wealth Partners LLC (CRD No. 328627), an SEC Registered Investment Advisor. Digital Wealth Partners LLC is doing business as Digital Ascension Group – Wealth (“DAG Wealth”). Registration with the SEC does not imply a particular level of skill or training. Form ADV and Form CRS are available upon request or at www.adviserinfo.sec.gov. Registration does not imply a particular level of skill or training.
Asset protection structures, including Wyoming LLCs and trusts, do not guarantee protection against all claims, creditors, or losses. Outcomes depend on specific facts, jurisdiction, and applicable law. The information on this page is for general educational purposes and is not legal or tax advice.