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
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.
Disclosures
DAG Holdings Co is a holding company that does not provide investment advisory, brokerage, administrative, or insurance services to clients. 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 independent qualified tax professionals.
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.
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.
Insurance products and services are offered through Xure Insurance or its affiliates.
Investment advisory services are offered exclusively through DAG Wealth, an SEC-Registered Investment Adviser (CRD No. 328627). 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.
Custody arrangements with third-party independent qualified custodians reduce certain risks but do not eliminate them.
Investing in digital assets involves risk, including the possible loss of principal. Digital assets are highly volatile and may not be suitable for all investors. Past performance is not indicative of future results.
Specific fee schedules, scope of engagement, conflicts of interest, and material business practices are disclosed in writing before engagement and in Form ADV Part 2A for the investment-advisory portion.
The information on this site is for general educational purposes and is not legal or tax advice.