Joleen J. Smith

Joleen J. Smith

Operations Manager

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 17 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.