Please feel free to contact any of our officers for additional information:

Jesse Deason CFP Female Financial Advisor at desk

Jesse Deason, President
Serene Divorce Planning
1721 Hewitt Avenue, Suite 511, Everett, WA 98201
jesse@sereneplanning.com
(425) 903-8188

Jesse Deason is a CERTIFIED FINANCIAL PLANNER™ Professional, Certified Divorce Financial Analyst®, and Enrolled Agent. Her expertise is divorce and finance. Jesse owns a boutique fee-only financial planning and wealth management firm that caters to divorced women. In addition, she provides financial expertise and analysis to clients (both individuals and couples) who are divorcing.

Stephanie Onzay

Stephanie Onzay, Vice President
Blume Keeney
1604 Hewitt Ave, Suite 616, Everett, WA 98201
stephanie@blumekeeney.com
(425) 404-3543

Stephanie has been in public accounting for over 20 years specializing in income tax consulting and compliance services for individuals, families, and small businesses with a particular focus on real estate related activities. Prior to joining Blume Keeney PLLC in 2019, Stephanie was a tax advisor and business consultant at a large regional public accounting firm in Everett, Washington.

Joleen Yelton

Joleen Yelton, Secretary
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.

Dona Shimer

Dona Shimer, Treasurer
The CPA Group PLLC
1910 120th Place, Suite 201, Everett, WA 98208
donas@the-cpa-group.com
(425) 316-6905 x103

Dona is originally from Montana, having relocated to Washington in 2011. Dona has a wide variety of tax and accounting experience in private, public, nonprofit and governmental sectors as well as having been an auditor, consultant, controller and tax manager. She has extensive experience with estates and trusts as well as end of life planning and asset protection strategies.