A Team as Unique as You

Brent and Ashleigh’s journey began in 2014—two driven professionals pursuing excellence on parallel paths. Brent entered the world of high-stakes finance, honing his skills as a stockbroker and building a strong foundation in market strategy, while Ashleigh earned her doctorate in Clinical Psychology.Over the next decade, their shared discipline, resilience, and complementary expertise evolved into something rare: a holistic advisory partnership that addresses both the rational and emotional dimensions of wealth. In 2023, they formalized this union with the founding of Ponderosa Knowledge and Wealth—dedicated to serving accomplished individuals and families who value clarity, confidence, and discretion in every aspect of their financial lives.

Brent Rankin, CMT®

Fiduciary Investment Advisor

Chartered Market Technician

Investment Model & Strategy Analyst

Brent Rankin stands at the intersection of technical market expertise and personalized wealth strategy. As one of the few Chartered Market Technicians (CMT®) operating in a fiduciary advisory role, he delivers a rare depth of insight that goes beyond traditional financial planning—bridging the gap between institutional-level technical analysis and real-world investment management for affluent individuals and families.
Brent earned a Bachelor of Science in Business Management from Western Governors University, and began his investing career at Charles Schwab in Arizona. His early exposure to complex client needs—and a strategic relocation to serve high-net-worth clients in Schwab’s Reno, NV office—shaped his enduring focus on discretionary wealth management. In 2020, he joined WT Wealth Management, where he quickly rose to serve on the firm’s Investment Committee as an Investment Model & Strategy Analyst, advising on tactical positioning and portfolio composition.
In November 2024, Brent earned the prestigious CMT® designation—a globally respected credential held by elite technical analysts, traders, and portfolio managers. The CMT® demonstrates advanced mastery in:

Market trend and price pattern analysis
Quantitative indicators and momentum signals
Risk management and drawdown mitigation
Behavioral finance and trading psychology

Brent’s CMT® expertise empowers him to manage portfolios dynamically—anticipating market moves, adapting strategy in real time, and making data-driven decisions with precision. This sets him apart in a world where most advisors rely solely on static models and backward-looking fundamentals.
For clients with complexity—whether concentrated stock, exit planning, or multigenerational strategy—Brent brings structure, clarity, and confidence to the most sophisticated aspects of wealth management.

Dr. Ashleigh Rankin, PsyD

Financial Coach

Wealth Behavior Strategist

Dr. Ashleigh Rankin earned her Doctorate in Psychology from Midwestern University in 2018, with advanced training in therapeutic intervention and assessment, including behavior change and cognitive-emotional resilience. Early in her career, she developed a strong focus on Behavioral Psychology—an interest that naturally evolved into the field of Financial Psychology, where she found a profound opportunity to help people transform not only their mindset around money, but also the quality of their decision-making.
In 2021, Dr. Rankin made a strategic transition from traditional clinical work to private financial coaching, partnering with Brent to serve high-net-worth individuals and families. Her unique approach blends psychoeducation, behavioral insight, and practical tools that most financial professionals are not equipped to offer.
As a Financial Coach, Dr. Rankin helps clients:

Identify and reframe money-related patterns rooted in upbringing, identity, or anxiety
Navigate the emotional side of major financial decisions, liquidity events, and legacy planning
Strengthen communication around wealth within couples and across generations
Build financial confidence rooted in clarity and intentionality

Together with Brent, Dr. Rankin offers clients a dual-lens approach to wealth: one grounded in market intelligence, the other in psychological mastery. This partnership ensures that clients are not only guided by sound financial strategy, but also supported in understanding how their beliefs, habits, and emotions shape their financial outcomes.

"We love our careers and supporting each other! It was only natural for us to come together. We both have spent years developing our areas of expertise, which compliment each other well. Sharing what we've built and learned with our clients helps them also live amazing lives. The more we develop together and support each other, the more everyone benefits."

Google Sites

Report abuse