Our Team

Ascension Financial Group, Inc. is a financial planning firm of which Carlene Patterson is Founder and Managing Member.  It is a comprehensive practice, offering extensive money management options and a deeper level of service.

Ascension Financial Group is comprised of a dynamic and cross generational team of individuals.  With it comes Carlene’s experience and history in a variety of markets, along with youth, energy and a new perspective in financial trends, analysis and technology.

 

Ascension Financial Group has the following core values:

  • We work closely with our clients and empower them to fully understand their financial options.
  • We provide experienced counsel to professionals, small business owners and not for profit organizations.
  • We help you find peace of mind you desire through an objectives-driven process.
  • We are the catalyst in the planning process.
  • We work closely with your other advisors.

 

Carlene Patterson, CFP®

Carlene grew up in Southern New Mexico, the oldest of eight children and a working farm girl. Her entrepreneurial spirit has launched her into owning businesses since 1987.

She founded her first business which was an office furniture dealership.  In this business she employed 25 individuals and experienced all the many aspects of starting and managing a business.  Her interest in finances led her into a financial planning career and business.  Her firm has specialized in succession and estate planning as well as portfolio management for business owners, professionals and not for profit organizations for over 20 years.

Carlene is active in her community, having served on foundation boards.  She is married to Gary Allen, has two married children and they are the proud grandparents (Nana and Boompy) to four grandsons and one granddaughter.

She is a CERTIFIED FINANCIAL PLANNERTM professional and CEO of Ascension Financial Group, Inc..  Carlene utilizes the six-step financial planning process.  Her experienced advice results in clear goals and personalized strategies.


CFP® professionals bring more knowledge, a code of ethics and professionalism to their clients. In order to obtain the CFP® certification, financial advisors have to have three years of previous experience, complete a college-level program of study in personal financial planning and pass a comprehensive examination.

Learn More about CFP®click here


The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting and financial service, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Carlene Patterson can bring experience, value and insight to your planning situation. The Advanced Planning Group does not provide specific legal, tax or accounting advice.