Carol Anderson, M.S.
Vice President

Carol Anderson is the founder and Vice President of Money Quotient.  She has an M.S. in Consumer Economics & Family Resource Management and a diverse background in business, education, and financial services.  Since 1989, Carol has focused on the issues of financial planning education, retirement preparation, life planning, and productive aging.  As a researcher, writer, and consultant, Carol has worked with a broad range of companies and non-profit organizations in designing studies, conducting analyses, and compiling research reports. In addition, Carol has written articles, developed publications, and designed educational tools, materials, and training workshops. She is a member of the Financial Planning Association, Purposeful Planning Institute, and Financial Therapy Association.  When not working, Carol enjoys spending time with her family and pets, gardening, and hiking.

Jim Comeau 
Director of Learning Opportunities

Jim Comeau is the Director of Learning Opportunities for Money Quotient. In this role, Jim plans and schedules Money Quotient events including webinars, training programs, and special events such as the MQ Retreat. He also makes arrangements with presenters and event venues, facilitates webinar sessions, oversees event marketing, and manages the MQ Event Calendar and the Learning Opportunities Recordings Archive. When not working, Jim enjoys team trivia, karaoke, attending concerts, and watching Mystery Science Theater 3000.

Colleen Smith
Director of Partner Services

Colleen Smith is the Director of Partner Services. For this role, she draws on 25 years of experience in the Finance Department for the City of Poulsbo in Washington State. Colleen’s MQ responsibilities include issuing and updating MQ Partnership documents, preparing anniversary notices, processing payments, creating and updating Partner web accounts and the Partner Directory, monitoring the Partner Benefits Database, and scheduling appointments for new Partner orientations and Getting-Started Consultations. She also facilitates the customization process and other special requests. In addition to her work with MQ, Colleen spends many hours entertaining friends and perfecting her home and yard.

Robert P. Horwitz
Director of Relationship Development & Manager of First Step Cash Management

Robert Horwitz is the Director of Relationship Development and Manager of the First Step Cash Management System. In this role, he acts as the first line of communication with financial professionals and organizations interested in learning more about Money Quotient tools, training, and ongoing learning opportunities. Robert also educates and supports Level 1 "Sampler" Partners throughout their three-month trial period, and takes a leadership role in managing the First Step Cash Management program. In addition, he is currently completing a Master’s Degree in Public Administration. In his free time, Robert is typically cycling around Portland, enjoying live music, and exploring his new city.

Joshua Franklin
Director of Digital Media & Technologies

Joshua Franklin is the Director of Digital Media & Technologies for Money Quotient. In this role, Josh manages our digital interface including graphic design and desktop publishing projects. He also produces video tutorials, photographs MQ events, and creates images for MQ marketing materials and the MQ website. In addition, Josh assists MQ Partners in customizing and branding their acquired materials, and provides the rest of the MQ Team with technical support and training. In his spare time, Josh enjoys wood working, photography, and classic and contemporary cinema.

Implementation Consultants

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Paul Leighton, CLU, ChF
Implementation Program Consultant

Paul began his career as a financial planner in 1983, when the profession was still in its infancy and struggling to define itself. Today, Paul works with Money Quotient Partners as an Implementation Program Consultant. His personal life reflects the same purpose that guides him professionally. Family, friends and working for the greater good are sources of inspiration and fulfillment. Paul and his wife, Jeanne, have three children and seven grandchildren. They enjoy spending time at their lake place in northern Minnesota with family and friends. He is active in his church and on the board of directors of several non-profit organizations.

Brenna Baucum, CFP®
Implementation Program Consultant

Brenna Baucum, CFP®  has spent nearly a decade in the financial services industry as a lead advisor serving mostly pre-retirees and retirees. With MQ, Brenna serves as a lead trainer for our Fundamentals of True Wealth™ Planning course, advanced trainings, and workshops. Elevating the financial planning profession is a passion, as is community involvement in her town of Salem, Oregon. She enjoys running, gardening, and spending time with her daughter Mika and her husband, Ben.

Aries Jimenez, CFP^®

Implementation Program Consultant

Aries, a CERTIFIED FINANCIAL PLANNER™ (CFP®), is passionate about helping others achieve financial success, and helping clients live their most inspired life. A life of true freedom! He has spent his entire career in the financial services industry and enthusiastically joined San Diego Wealth in 2009 to help clients live their lives completely and fearlessly.

Johnny Roland, CFP®, EA
Implementation Program  Consultant 

Johnny came from a 20+ year international corporate sales and marketing background prior to becoming an independent financial planner. An MQ Partner for nearly a decade, Johnny now works with Money Quotient Partners as an Implementation Program Consultant. He loves studying history, reading non-fiction, meditating, and riding his motorcycle down twisty, narrow roads anywhere in the world. 

James Hindes, MBA
Implementation Program  Consultant 

James started his solo RIA in early 2019. This is his second career; his first covered technology and corporate finance, where most problems have black-and-white solutions. He now combines trust, empathy, and flexibility with financial planning skills to help clients realize more intentional outcomes.

Mark Mazure CFP® 

Implementation Program  Consultant 

Mark brings nearly 30 years of business and financial services industry experience to the San Diego Wealth team. As a Registered Life Planner®, he co-leads the firm's life planning as a component of their Wealth of Life planning process. He also oversees operations and the firm’s marketing and branding initiatives. In addition, Mark recently joined Money Quotient as an Implementation Consulting Program facilitator. 

Devon Klumb , CFP®, BFA™

Implementation Program  Consultant 

Devon Klumb is a CERTIFIED FINANCIAL PLANNER ™ and holds credentials as Behavioral Financial Advisor®. Devon co-founded a Fee-Only RIA in 2016 prior to merging with a larger RIA based in Cincinnati, OH in 2019. Devon now manages Strategic Sales at Betterment For Advisors and serves as an Implementation Consultant and Advisory Board member at Money Quotient.

In his free time, Devon enjoys spending time on the golf course, playing guitar, listening to old music, and hanging out with his family—Liz, Jack, Nora, Molly, and Piper.