Derek Hagen, CFP®, CFA, FBS®, CFT™
Director of Education and Communication | Financial Behavior Specialist

Derek Hagen, CFP®, CFA, FBS®, CFT™, CIPM is a Financial Behavior Specialist and Director of Education and Communication at Money Quotient. He teaches financial professionals how to bring science to the art of relationships, combining important elements of behavioral sciences, psychology, neurology, sociology, and effective communication. He has been featured in The Wall Street Journal, Kitces Nerds Eye View, Standard Deviations Podcast, and the Human Side of Money Podcast. Derek earned a Graduate Certificate in financial psychology and behavioral finance from Creighton University and a Bachelor of Arts in economics (summa cum laude) from Minnesota State University Moorhead. He holds several professional designations, including the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst, Certified Financial Behavior Specialist®, and Certified Financial Therapist™ designations.

In his spare time, Derek enjoys playing squash and pickleball, and all things outdoors, especially hiking, camping, and biking. He is based outside of Minneapolis, MN.

Devon Klumb, CFP®, BFA™
Chief Financial Officer

Devon Klumb is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Behavioral Financial Advisor® credential. Devon co-founded a Fee-Only RIA in 2016 prior to merging with a larger RIA based in Cincinnati, OH in 2019. Devon is now the Head of Sales at Betterment Advisor Services and is 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.

 

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.

MQ Consultants

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Paul Leighton, CLU, ChF
Trainer & 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®
Trainer & 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.

Steve Hazel, CFP®, CeFT®, RLP®, EA

Implementation Program Consultant

Steve is a fee-only financial planner based in Tempe, AZ. He works with a wide range of clients in identifying and pursuing their lives’ goals. He is a Certified Financial Planner Professional and transitioned to the financial planning profession in 2008 after spending two decades in banking. He also has had a successful consulting company and worked in start-up entrepreneurial ventures. 

Currently serving as a member of the MQ Advisory Board, Steve has been an MQ Partner for five years. 

Allen Sakon, CPA

Implementation Program Consultant

Allen has been a likened CPA for almost 30 years, having earned a B.S. in Accounting from the University of West Alabama and a Master of Accountancy from the University of Alabama. She began a career at Arthur Andersen, specializing in taxation, but she built her own small business after researching organizational behavior and entrepreneurship at NYU. Two years ago, a life transition stirred a desire in her to serve people through holistic life planning. In January 2021, she earned her Certificate in Financial Planning from Emory University and became a CFP® candidate by passing the comprehensive exam. 

Outside the office, Allen enjoys laughing with her three daughters, playing with her pups, running, reading watching too many documentaries, and finding beauty in the world.