Please feel free to contact any of our officers for additional information:
Joleen Yelton, President
Principal, Financial Advisor
Sparks Financial Services
19105 36th Ave. W., Suite 208, Lynnwood, WA 98036
joleen@sparksfinancialservices.com
(425) 977-2727
Joleen is the Principal and Financial Advisor at Sparks Financial Services-a third generation firm in the Puget Sound area. Joleen specializes in Retirement Planning and Investment Management for families and individuals within the Pacific NW and beyond. In addition, Joleen is an active member of the Financial Planning Association and a founding member of the Women’s Advisory Council for Commonwealth Financial Network. Joleen is passionate about empowering her clients to identify, prioritize and attain their financial and life goals. Joleen Yelton uses the trade name/DBA Sparks Financial Services. All securities and Advisory Services are offered through Commonwealth Financial Network®, Member FINRA / SIPC, a Registered Investment Adviser.
Dana Lashbaugh, Vice President
Tax Partner
The Tax & Accounting Group, LLC
1910 120th Place SE, Suite 201, Everett, WA 98208
danal@the-cpa-group.com
(425) 316-6905
Dana’s accounting background includes working in both public accounting and in the restaurant industry. Dana received his Master of Professional Accountancy in 2008 and a Bachelor of Science in Accounting in 2004 from Central Washington University.
Matthew Fiedler, Secretary
Attorney at Law
Marsh Mundorf Pratt Sullivan + McKenzie, P.S.C.
4220 132nd Street SE, Suite 201, Mill Creek, WA 98012
mattf@millcreeklaw.com
(425) 332-2000
Matt is an associate attorney at Mill Creek Law, where he focuses his practice on estate planning, probate, and trust administration. Matt obtained his law degree from Seattle University School of Law, where he was a Research & Technical Editor on the Seattle University Law Review. As a student, Matt wrote a Note that was published in the Seattle University Law Review titled Post-Pandemic Estate Planning: Analyzing the Recent Changes in Remote Notarization Laws. Matt completed his undergraduate education at the University of Washington, where he earned a Bachelor of Arts degree in Law, Societies & Justice.
Margaret Gassner, Treasurer
Tax Senior Manager
Moss Adams
999 Third Avenue, Suite 2800,
Seattle, WA 98104-4057
margaret.gassner@mossadams.com
(206) 302-6916
Margaret has practiced public accounting since 2015. She focuses on private clients, particularly individuals and their families with closely held businesses and real estate. She enjoys helping her clients achieve their goals through tax, gift, and estate planning. Margaret earned a Bachelor of Arts degree in accounting and German at Hillsdale College and also holds a Graduate Certificate in Estate Planning from Golden Gate University.