Meet the eFileCabinet 2015 National Advisory Panel
Carlene Patterson is a Certified Financial Planner, Founder and CEO of Ascension Financial Group, LLC, in Albuquerque, New Mexico. With 22 years in the financial services arena, Patterson works with high-net individuals on estate and personal planning to help them realize their goals. With ever-expanding files and paperwork, she decided it was time to become completely portable and transitioned to a paperless office. In addition to efficiency and organization, fewer filing cabinets equals additional office space. “It’s really amazing how much lighter you feel when you don’t have paperwork everywhere!” shares Patterson.