6 South 2nd Street
Yakima, WA 98901
6 South 2nd Street
Yakima, WA 98901
Managing Partner, Senior Financial Advisor
Kathy performs wealth planning and manages assets for private clients and both profit and nonprofit corporations. She tailors investment plans to help meet individual and corporate goals and objectives. One of her primary goals is to help clients navigate through good and bad markets.
Kathy has been an independent advisor with her own practice since 2001 but has been in the securities industry for more than 35 years. Her background includes extensive experience in asset and pension management. She also has experience in compliance, finance, and operations management. She graduated from Washington State University in 1980 with degrees in finance and economics.
Kathy is actively involved in the Yakima Valley local communities. She is the past chair of the Yakima Valley Visitors & Convention Bureau in Yakima, Washington. She has also served on the board of Citizens for Safe Yakima Valley Communities. She previously served as president of both the Toppenish Chamber of Commerce and the Toppenish Rotary Club. She is currently an active member of Southwest Rotary in Yakima and serves on the board of Community Living. Community Living is an organization that enables individuals with developmental disabilities to live and thrive in the community instead of institutional living.
Senior Financial Advisor
In 1981, Connie started her career in the financial services industry in banking. In 1992, she entered the investment industry, and she continues to offer a wide array of investments and planning choices. Connie has a long history of delivering high-quality retirement services to her clients. She works with both personal and corporate accounts and is known for providing what is called “The Exceptional Client Experience” with the level of service she provides.
In July 2011, Connie joined Ascend Financial Group as a senior financial advisor. Connie is a Chartered Retirement Plans Specialist® (CRPS®) and has a certificate from the College of Financial Planning as a financial para-planner. She has also completed executive education at the Wharton School of Business.
Connie has been nicknamed the “Ultimate Volunteer” and has earned the Presidential Volunteer Service Award. She is currently a mentor for the class president of PNWU and is involved with Yakima Rotary, the West Valley Fair, Camp Prime Time, and Washington Wine Country. She has served on the boards of the Salvation Army, Mt. Adams Health Foundation, Heritage University Advisory Board, and New Leaders of Yakima in years past. She is a member of the Yakima Valley Business Network and was involved with establishing the Pacific Northwest University of Health Sciences.
Joleen began working for Kathy on a part-time basis as a personal assistant in 2004 while attending Central Washington University as a full-time student. Joleen graduated from CWU in 2006 with a bachelor's degree in education and a minor in ECE. In addition, Joleen has completed the FINRA Series 7 Registration Exam and the Series 63 Uniform Securities Agent State Law Exam, which are held through Commonwealth Financial Network®.
In January 2008, Joleen became a full-time employee and now serves as the operations manager for Ascend Financial Group. In the 14 years that Joleen has worked at Ascend Financial Group, she has had the opportunity to learn much from the vast experience of Kathy and Connie about the securities industry and enjoys the supporting role she has within the firm.
Joleen has had the honor to serve on the board of the YWCA of Yakima—whose mission is to eliminate racism and empower women—and in various other roles, including a stint as president. She completed her six-year commitment to the YWCA in June 2017 but is still an ardent supporter.