Financial Advisor, Principal
Professional: Joleen joined Sparks Financial Services and grew from licensed planning assistant, to associate advisor, to principal advisor. Her focus is investment portfolio management, financial planning for retirement, and insurance case design. Joleen is an active member of the Financial Planning Association (FPA) and the Snohomish County Estate Planning Council, and is enrolled in the College for Financial Planning’s CFP® program, studying to obtain her CERTIFIED FINANCIAL PLANNER™ certification.
Designations and Registrations
- Candidate for CFP® certification
- FINRA Series 7 and 66 securities registrations
- Life, health, disability, and long-term care insurance licenses
- Investment Advisor Representative through Commonwealth Financial Network®
Joleen Yelton is proud to have been recognized as a Founder’s Club advisor for 2021—a distinction based on annual production that places her among the top 37 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the firm we partner with to help us better serve you, recognizes Founder’s Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founder’s Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership.
Personal: Joleen graduated from Portland State University with her BS in psychology. Although her journey began pursuing a career as a children’s counselor, Joleen found that her passion is helping people reach their financial goals. A true enthusiast of the Pacific Northwest, Joleen enjoys gardening, hiking, cooking and dancing (sometimes at the same time), and playing with her dog and two young daughters.
Chief Operations Officer
Professional: Taylor joined Sparks Financial Services as the client service manager, and transitioned to chief operations officer when he and Joleen purchased the firm in 2019. Taylor spends his days managing business operations, coordinating and maintaining client accounts, responding to client inquiries, and getting to know each and every client personally. Before finding his career passion in Finance and customer service, Taylor worked in the logistics industry for 14 years as shipping coordinator and client account manager.
Personal: Taylor graduated from Portland State University with a BS double major in marketing and advertising and minor in speech communication. When he's not in the office or working on their yard, you might spot Taylor with "his girls" at a local record store, at the beach, or out on a walk.
Client Service Manager
Professional: As client service manager, Rosa is driven to provide excellent service to clients, prospective clients, and professional associates, with a focus on quality and a passion for helping others. She has career experience in many areas, including program management, budget coordination, and web development. Rosa is excited to continute to learn the financial services field, and grow with the team at Sparks Financial Services.
Personal: Rosa holds a BA in History from Seattle University, and MA in English from Northern Arizona University. Rosa and her husband, Kyle, share their chocolate lab, Chief, and two tabby cats. They love to travel, garden, hike, and camp with their large extended family.