MQ Partner Directory

This directory is reserved for financial advisors and other professionals who have invested in Money Quotient tools and training in order to better serve their clients’ needs and aspirations.

In addition to contact information provided for each advisor, you can click on “View Qualifications” for a snapshot of their MQ training, commitment, and participation.

Green stars indicate the individuals who have submitted an application for review and have qualified for an MQ Endorsement. This select group of advisors have demonstrated their commitment to consistently integrate MQ True Wealth™ tools and processes into their client meeting schedules and presentations.

Christina Kramlich CFP®, MBA

Chicory Wealth View Qualifications

Address: 210 Spring Hill Rd. , Suite 260, Petaluma, CA 94952 United States
Phone: 707-338-2041
Email: christinakramlich@chicorywealth.com
Website: https://chicorywealth.com/

Complete True Wealth™ Planning Tool Kit
First Step Cash Management System™
Fundamentals of True Wealth™ Planning
MQ Endorsement Level 3

Cicily Maton, CFP®

The Planning Center, Inc View Qualifications

Address: 303 West Erie, Suite 311, Chicago, IL 60610 United States
Phone: 312.664.4090
Fax: 312.664.9709
Email: cicily@theplanningcenter.com
Website: http://www.theplanningcenter.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
First Step Cash Management System™
Veteran MQ Financial Life Planner
MQ Endorsement Level 3
In-Depth Data Gathering & Goal Setting

Dan Kirslis

Chicory Wealth View Qualifications

Address: 2786 N Decatur Rd., Suite 260, Decatur, GA 30033 United States
Phone: 404.294.5917
Email: dankirslis@chicorywealth.com
Website: https://chicorywealth.com/

Complete True Wealth™ Planning Tool Kit
First Step Cash Management System™
Fundamentals of True Wealth™ Planning
MQ Endorsement Level 3

David Harpool

Partner AVID Planning View Qualifications

Address: 360 Central Avenue, Suite 1410, St. Petersburg, FL 33701 United States
Phone: 7272286840
Email: DAVID.HARPOOL@AVIDPLANNING.COM
Website: http://avidplanning.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting
Money Quotient Gathering 2019
Completed Implementation Consultation Program
MQ Endorsement Level 3
Money Quotient Retreat 2020

David Yeske, CFP®

Yeske Buie, Inc. View Qualifications

Address: 220 Montgomery Street, Suite 900, San Francisco, CA 94104 United States
Phone: 415.956.9686
Fax: 866.549.4990
Email: dave@yebu.com
Website: http://www.yebu.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
MQ Endorsement Level 3
Complete True Wealth™ Planning Tool Kit
Money Quotient Retreat 2012

Emilie Goldman, CFA, CFP®

Tamarind Financial Planning View Qualifications

Address: 951 Mariners Island Blvd, Suite 300 , San Mateo, CA 94404 United States
Phone: 650.378.1488
Fax: 650.362.2499
Email: emilie@tamarindfinancial.com
Website: http://www.tamarindfinancial.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
MQ Endorsement Level 3
Complete True Wealth™ Planning Tool Kit
First Step Cash Management System™
Veteran MQ Financial Life Planner
Money Quotient Retreat 2014
Money Quotient Gathering 2015
Money Quotient Gathering 2017
Money Quotient Gathering 2019
Money Quotient Retreat 2018
Money Quotient Retreat 2016

Georgia Lee Hussey, CFP®

President Modernist Financial View Qualifications

Address: 707 SW Washington Street Suite 910, Portland, OR 97205 United States
Phone: 971.544.7417
Fax: 503.966.7832
Email: team@modernistfinancial.com
Website: http://www.modernistfinancial.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
In-Depth Data Gathering & Goal Setting
First Step Cash Management System™
Veteran MQ Financial Life Planner
Money Quotient Retreat 2014
MQ Endorsement Level 2
Money Quotient Gathering 2017
Money Quotient Retreat 2016
Money Quotient Retreat 2018

Jack Arnold

AVID Advisory and Investment Group View Qualifications

Address: 360 Central Ave., Suite 470, St. Petersburg, FL 33701 United States
Phone: (727) 228-6840
Email: jack.arnold@avidplanning.com
Website: http://avidplanning.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting
Money Quotient Gathering 2019
Completed Implementation Consultation Program
MQ Endorsement Level 3

Jacob Newcomer, CFP®

Chicory Wealth View Qualifications

Address: 2786 N Decatur Rd., Suite 260, Decatur, GA 30033 United States
Phone: 404.294.5917
Email: jacobnewcomer@chicorywealth.com
Website: https://chicorywealth.com/

Complete True Wealth™ Planning Tool Kit
First Step Cash Management System™
Fundamentals of True Wealth™ Planning
MQ Endorsement Level 3
Money Quotient Retreat 2020

James Hindes

Enow Financial View Qualifications

Address: 6255 SE Yamhill St, Portland, OR 97215 United States
Phone: (503) 714-7357
Email: james@enowfp.com
Website: https://enowfp.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting
MQ Endorsement Level 3

Jason A. Smith, CFP®

Hausman Advisors View Qualifications

Address: P.O. Box 1788, Hood River, OR 97031 United States
Phone: 503.922.3010
Email: jason@hausmanadvisors.com
Website: http://www.hausmanadvisors.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
MQ Endorsement Level 2
In-Depth Data Gathering & Goal Setting
First Step Cash Management System™
Veteran MQ Financial Life Planner
Money Quotient Gathering 2019
Money Quotient Retreat 2016
Money Quotient Retreat 2018
Money Quotient Retreat 2020

Jeffrey Wheeler, JD

the wealth collaborative, Inc. View Qualifications

Address: 30699 Russell Ranch Road, Suite 185, Westlake Village, CA 91362 United States
Phone: 818.577.1161
Fax: 818.444.7985
Email: jwheeler@thewealthcollaborative.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
MQ Endorsement Level 3
Complete True Wealth™ Planning Tool Kit
Veteran MQ Financial Life Planner
Principles of Client Communication & Discovery
Money Quotient Retreat 2007
Money Quotient Retreat 2010
Money Quotient Retreat 2012
First Step Cash Management System™
Money Quotient Gathering 2015

Jennifer Luzzatto, CFA, CFP®

President Summit Financial Partners, Inc. View Qualifications

Address: 5231 Hickory Park Drive, Suite A, Glen Allen, VA 23059 United States
Phone: (804) 290-0162
Email: jennifer@summitrva.com
Website: https://www.summitfinancialpartnersrva.com/

Complete True Wealth™ Planning Tool Kit
Fundamentals of True Wealth™ Planning
MQ Endorsement Level 2

Josh Ackerman, CFP®

Context Financial, LLC View Qualifications

Address: 120 Kentucky Ave, Ste 120, Lexington, KY 40502 United States
Phone: 859.514.1999
Email: josh@contextfinancial.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
In-Depth Data Gathering & Goal Setting
Money Quotient Retreat 2020
MQ Endorsement Level 2

Kevin Stevens, CFP®

Partner AVID Planning View Qualifications

Address: 360 Central Ave., Suite 1410, St. Petersburg, FL 33701 United States
Phone: (727) 228-6840
Email: kevin.stevens@avidplanning.com
Website: http://avidplanning.com

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting
Money Quotient Gathering 2017
Money Quotient Gathering 2019
Completed Implementation Consultation Program
MQ Endorsement Level 3
Money Quotient Retreat 2020

Kim Rosenberg, CFP®

Managing Principal Coldstream Wealth Management View Qualifications

Address: 150 SW Harrison Street, Suite 300, Portland, OR 97201 United States
Phone: 503.352.1001
Fax: 503.352.1301
Email: Kim.rosenberg@coldstream.com
Website: https://www.coldstream.com/

Fundamentals of True Wealth™ Planning
First Step Cash Management System™
MQ Endorsement Level 3
Completed Implementation Consultation Program
Money Quotient Retreat 2014
Veteran MQ Financial Life Planner
In-Depth Data Gathering & Goal Setting
Money Quotient Gathering 2015
Money Quotient Gathering 2017
Money Quotient Gathering 2019
Money Quotient Retreat 2016
Money Quotient Retreat 2018

Kshitija

Director Gaining Ground Investment Services Pvt Ltd View Qualifications

Address: # 97, Matru Krupa, CQAL Layout Sahakarnagar, Bangalore , Karnataka 560092 India
Phone: 091-9845543130
Email: kshitija@ggindia.com
Website: http://ggindia.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering
Completed Implementation Consultation Program
MQ Endorsement Level 1

Lauren Stansell CFP®

Yeske Buie View Qualifications

Address: 220 Montgomery St., Suite 900, San Francisco, CA 94104 United States
Phone: 415.956.9686
Fax: 866.549.4990
Email: laurenS@yebu.com
Website: http://www.yebu.com

Fundamentals of True Wealth™ Planning
Complete True Wealth™ Planning Tool Kit
Money Quotient Retreat 2020
MQ Endorsement Level 3

Lexi Olian, CFP®

Director of Financial Planning Humphreys Group View Qualifications

Address: 111 Sutter Street, Suite 525, San Francisco, CA 94104 United States
Phone: (415) 928-0401
Email: lexi@humphreysgroup.com
Website: http://humphreysgroup.com/

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
Complete True Wealth™ Planning Tool Kit
MQ Endorsement Level 3
Money Quotient Gathering 2017
Money Quotient Gathering 2019
Money Quotient Retreat 2018
Money Quotient Retreat 2020

Maggie Kulyk, CRPC®

Chicory Wealth View Qualifications

Address: 2786 N Decatur Rd., Suite 260, Decatur, GA 30033 United States
Phone: 404.294.5917
Email: maggiekulyk@chicorywealth.com
Website: https://chicorywealth.com/

Complete True Wealth™ Planning Tool Kit
First Step Cash Management System™
Fundamentals of True Wealth™ Planning
MQ Endorsement Level 3

Mark Silverman, CFP®

Managing Member/Founder/Wealth Manager Silverman + Associates View Qualifications

Address: 333 N. Wilmot Rd., Suite 340, Tucson, AZ 85711 United States
Phone: 520.512.8832
Fax: 520.512.8833
Email: mark@silverman-associates.com
Website: https://silverman-associates.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting
Completed Implementation Consultation Program
MQ Endorsement Level 3
Money Quotient Gathering 2017
Money Quotient Gathering 2019

Mary Shaltis

Chicory Wealth View Qualifications

Address: 2786 N Decatur Rd., Suite 260, Decatur, GA 30033 United States
Phone: 404.294.5917
Email: maryshaltis@chicorywealth.com
Website: https://chicorywealth.com/

Complete True Wealth™ Planning Tool Kit
First Step Cash Management System™
Fundamentals of True Wealth™ Planning
MQ Endorsement Level 3

Melinda Davis, CFP®, CRPC

Davis Wealth Advisors View Qualifications

Address: 264 South River Road, Suite 514, Bedford, NH 03110 United States
Phone: (603) 475-7644
Email: team@daviswealthadvisors.net
Website: http://http://www.daviswealthadvisors.net/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting
Completed Implementation Consultation Program
MQ Endorsement Level 3
Money Quotient Retreat 2020

Michael Kay, CFP®

President Financial Life Focus, LLC View Qualifications

Address: 70 South Orange Avenue, Suite 245, Livingston, NJ 07039-4903 United States
Phone: 973.533.0666
Fax: 973.533.6460
Email: mkay@financial-lifefocus.com
Website: http://www.financial-lifefocus.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
MQ Endorsement Level 3
Complete True Wealth™ Planning Tool Kit
Veteran MQ Financial Life Planner
Principles of Client Communication & Discovery
Empowering Change
Money Quotient Retreat 2006
Money Quotient Retreat 2007
Money Quotient Retreat 2008
Money Quotient Retreat 2010
Money Quotient Retreat 2012
Money Quotient Retreat 2014
Money Quotient Gathering 2015
Money Quotient Retreat 2018
Money Quotient Gathering 2017
Money Quotient Gathering 2019
Money Quotient Retreat 2020

Michelle Maton, CFP®, EA, RLP®

The Planning Center, Inc View Qualifications

Address: 303 West Erie, Suite 311, Chicago, IL 60654 United States
Phone: 312.664.4090
Fax: 312.664.9709
Email: michelle@theplanningcenter.com
Website: http://www.theplanningcenter.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
First Step Cash Management System™
Veteran MQ Financial Life Planner
Money Quotient Retreat 2005
Money Quotient Retreat 2006
Money Quotient Retreat 2008
Money Quotient Retreat 2010
Money Quotient Retreat 2012
Money Quotient Retreat 2014
MQ Endorsement Level 3
In-Depth Data Gathering & Goal Setting
Money Quotient Gathering 2015
Money Quotient Gathering 2017
Money Quotient Gathering 2019
Money Quotient Retreat 2016
Money Quotient Retreat 2020

Mike Sigmon, CFP®

Summit Financial Partners View Qualifications

Address: 5085 Good Hope Rd, Lanexa, VA 23089 United States
Phone: 804-290-0162
Email: Mike@SummitRVA.com
Website: https://www.summitfinancialpartnersrva.com/

Complete True Wealth™ Planning Tool Kit
Fundamentals of True Wealth™ Planning
MQ Endorsement Level 2

Paul Cordero CFP, EA

Attune Financial Planning View Qualifications

Address: 4040 Civic Center Drive, Suite 200, San Rafael, CA 94903 United States
Phone: 415-259-6649
Email: paul@attunefp.com
Website: http://www.attunefp.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
In-Depth Data Gathering & Goal Setting
MQ Endorsement Level 2
Money Quotient Retreat 2020

Peggy Kessinger, MBA, CFP

Principal Cedar Financial Advisors, LLC View Qualifications

Address: 3853 SW Hall Blvd., Beaverton, OR 97005 United States
Phone: 503-512-5890
Email: peg@cedaradvisors.com
Website: https://www.cedaradvisors.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting
MQ Endorsement Level 3

Stephen J Hazel, CFP®, CeFT®, RLP®, EA

Founder Magnificent Life Financial Planning View Qualifications

Address: 2131 E Broadway Road Suite 6, Tempe, AZ 85282 United States
Phone: (480) 219-6508
Fax: (480) 383-6436
Email: steve@magnificentlifefp.com
Website: https://magnificentlifefp.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting
First Step Cash Management System™
MQ Endorsement Level 3
Money Quotient Retreat 2020

Tanya Steinhofer, CFA, CFP®

Principal Redwood Grove Wealth Management View Qualifications

Address: 100 Larkspur Landing, Suite 110, Larkspur, CA 94939 United States
Phone: 415-516-3380
Fax: N/A
Email: tanya@redwoodgrovewm.com
Website: http://www.redwoodgrovewm.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
MQ Endorsement Level 1
In-Depth Data Gathering & Goal Setting
Money Quotient Gathering 2019

Tejal Gandhi, M.Com. DSM, CFP®

CEO and Founder Money Matters, India View Qualifications

Address: 3/806 L. Navjivan Commercial Premises, Mumbai, 400 008 India
Phone: 91 98211 52591
Email: tejal.gandhi@moneymattersindia.com
Website: http://www.moneymattersindia.com

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering
MQ Endorsement Level 1

Tim Kober, CFP®

Cedar Financial Advisors, LLC View Qualifications

Address: 3853 SW Hall Blvd., Beaverton, OR 97005 United States
Phone: (503) 512-5890
Email: tim@cedaradvisors.com
Website: https://www.cedaradvisors.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting
MQ Endorsement Level 3

Vishal Dhawan, CFP®, MBA

Plan Ahead Wealth Advisors Pvt Ltd View Qualifications

Address: A-401, Fairlink Centre, Off Andheri Link Road, Andheri (West), Mumbai, Maharashtra, 400058 India
Phone: 91 900 468 7526
Email: vishal@planaheadindia.com
Website: http://www.planahead.in

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
MQ Endorsement Level 1
In-Depth Data Gathering

William D. Pitney, MBA, CFP®,CeFT®

Financial Focus Engineer and Coach Focus YOU View Qualifications

Address: 2841 Cleveland Ave., Suite 9, Santa Rosa, CA 95403 United States
Phone: 707- 282-3700
Fax: 877.410.0748
Email: info@focusyou.com
Website: http://www.focusyou.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
MQ Endorsement Level 1
First Step Cash Management System™
In-Depth Data Gathering & Goal Setting
Money Quotient Retreat 2020

Aaron Lieberman, CFP®

Managing Director Marathon Wealth Management, Inc. View Qualifications

Address: 534 Broadhollow Road, Suite #420 , Melville, NY 11747 United States
Phone: 631.760.8385
Fax: 631.760.8391
Email: aaron@marathonwealth.net
Website: http://www.marathonwealth.net

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting
Money Quotient Gathering 2019
Money Quotient Retreat 2018

Abby Morton, CFP®

Gather Financial Planning View Qualifications

Address: 19 Northbrook Dr., Falmouth, ME 04015 United States
Phone: 2077813500
Email: abby@gatherfp.com
Website: https://www.gatherfinancialplanning.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Adam Lipton

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: a.lipton@truepointwealth.com
Website: https://truepointwealth.com/

Complete True Wealth™ Planning Tool Kit
Fundamentals of True Wealth™ Planning
Money Quotient Retreat 2020

Adrienne Ross, CFP®, ChFC®, AFC®

Clear Insight Financial Planning, LLC View Qualifications

Address: 905 W Riverside Ave, Ste 201, Spokane, WA 99201 United States
Phone: (509) 847-4079
Email: Adrienne@mycifp.com
Website: https://mycifp.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Agatha Johnson, CFP®, CPWA

Founder & Owner Will Kate View Qualifications

Address: 405 8th Ave NW, Suite 302, Aberdeen, SD 57401 United States
Phone: (605) 275-9181
Email: agathaj@will-kate.com
Website: https://will-kate.com/

Complete True Wealth™ Planning Tool Kit
Fundamentals of True Wealth™ Planning

Alecia L Modahl

Modahl Collaborative View Qualifications

Address: 103 East Holly St, Ste 301, Bellingham, WA 98225 United States
Phone: 425.285.4411
Fax: 425.642.4973
Email: alecia@modahlc.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
Complete True Wealth™ Planning Tool Kit
First Step Cash Management System™
Veteran MQ Financial Life Planner
Principles of Client Communication & Discovery
Empowering Change
Money Quotient Retreat 2010
Money Quotient Retreat 2012
Money Quotient Retreat 2014
Money Quotient Gathering 2015
Money Quotient Gathering 2017
Money Quotient Retreat 2018

Alexandra Demosthenes CPA/PFS, CFP®

Director of Financial Planning Investment Advisory Professionals, LLC View Qualifications

Address: 400 S. Dixie Hwy., Suite 322, Boca Raton, FL 33432 United States
Phone: (561) 386-7475
Email: Alexandra@iapllc.com
Website: https://www.iapllc.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Alexandra Ollinger

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 513-792-6648
Email: a.ollinger@truepointwealth.com
Website: https://truepointwealth.com/

Complete True Wealth™ Planning Tool Kit
Fundamentals of True Wealth™ Planning
Money Quotient Retreat 2020

Allan Buckingham

Money Planner Outdoor Life Planning View Qualifications

Address: Box 3721, Banff, AB T1L 1E3 Canada
Phone: (403) 760-3539
Email: Allan@OutdoorLifePlanning.ca
Website: https://OutdoorLifePlanning.ca/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Allen Sakon, CPA

Chicory Wealth View Qualifications

Address: 3904 N Druid Hills Rd #366, Dacatur, GA 30033 United States
Phone: (404) 855-4798
Email: allensakon@chicorywealth.com
Website: https://chicorywealth.com/

Complete True Wealth™ Planning Tool Kit
Fundamentals of True Wealth™ Planning

Amber Miller, CFP®

The Planning Center Inc. View Qualifications

Address: 7084 E Fish Lake Rd, Maple Grove, MN 55311 United States
Phone: (763) 494-0095
Email: amber@theplanningcenter.com
Website: https://www.theplanningcenter.com/

First Step Cash Management System™
Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Amy Parrish, AWMA®

Highland Trust Partners View Qualifications

Address: 1077 Baxter St., Suite 600, Athens, GA 30606 United States
Phone: (706) 850-4965
Email: amy.parrish@highlandtrustpartners.com
Website: https://www.highlandtrustpartners.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Andrea Oliver, CFP®

Owner and Lead Advisor North Park Financial Planning, LLC View Qualifications

Address: 5337 N Spaulding Ave., Chicago, IL 60625 United States
Phone: (773) 991-8284
Email: andrea@northparkfinancialplanning.com
Website: https://www.northparkfinancialplanning.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Andrew Baxley, CFP®

The Planning Center View Qualifications

Address: 1367 E 52nd St. , Unit 1, Chicago, IL 60615 United States
Phone: (303) 591-7116
Email: andrewbaxley@theplanningcenter.com
Website: https://www.planningcenter.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Andrew Mitchell, CFP®

Trustcore View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: (615) 377-1177
Email: andrew.mitchell@trustcore.com
Website: https://www.trustcore.com/

Complete True Wealth™ Planning Tool Kit
Fundamentals of True Wealth™ Planning

Andrew Mohrmann

Modern Dollar Planning View Qualifications

Address: 20 S. Sarah Street, St. Louis, MO 63108 United States
Phone: 314. 827.5852
Email: andrew@modern-dollar.com
Website: http://www.modern-dollar.com

First Step Cash Management System™

Andrew Sivertsen, CFP®, CeFT®, CAP®

Partner/Sr. Financial Planner The Planning Center Inc. View Qualifications

Address: 1615 Fifth Avenue, Moline, IL 61265 United States
Phone: (309) 797-4030
Fax: (309) 797-4026
Email: Andrew@theplanningcenter.com
Website: http://www.theplanningcenter.com

First Step Cash Management System™
Fundamentals of True Wealth™ Planning
Money Quotient Retreat 2014
Veteran MQ Financial Life Planner
In-Depth Data Gathering & Goal Setting

Angela O'Neil

The Strebel Planning Group View Qualifications

Address: 944 Dryden Road, Ithaca, NY 14850 United States
Phone: 607.275.1275
Email: angela@strebelcpa.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
In-Depth Data Gathering

Anil Gulrajani CFP®

Plan for Life View Qualifications

Address: B-608, Raj Sarita CHS Ltd., New Link Road, Mumbai, Maharashtra 400068 India
Phone: 91-9967031034
Email: anil@planforlife.in

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Ann Garcia, CFP®

Independent Progressive Advisors View Qualifications

Address: 1675 SW Marlow Ave., Suite 305, Portland, OR 97225 United States
Phone: (503) 536-7351
Email: ann@ipawealthmanagement.com
Website: http://www.ipawealthmanagement.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Anne B. Johnston, CFP®, CIMA®, ChSNC®

Managing Director, Wealth Advisor Created Wealth Advisory View Qualifications

Address: 4081 Redwood Avenue, Los Angeles, CA 90066 United States
Phone: 310.424.4011
Email: connect@createdwealth.com
Website: http://www.createdwealth.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
In-Depth Data Gathering
Money Quotient Retreat 2014
Money Quotient Retreat 2016
Money Quotient Retreat 2020

Annette Brinton, CFP®

Senior Wealth Manager Waypoint Wealth Partners View Qualifications

Address: 595 Market St., Suite 2550, San Francisco, CA 94105 United States
Phone: 877.768.4802
Fax: 415.530.2605
Email: annette@waypointwp.com
Website: http://www.waypointwp.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Annie Book, CLTC, ChFC

North Star Resource Group View Qualifications

Address: 6500 SW Macadam Ave, Suite 375, Portland, OR 97239 United States
Phone: 503.423.2737
Email: annie.book@northstarfinancial.com
Website: http://www.northstarfinancial.com

Fundamentals of True Wealth™ Planning
First Step Cash Management System™
Veteran MQ Financial Life Planner
In-Depth Data Gathering
Money Quotient Retreat 2016

Aries Jimenez, CFP®

San Diego Wealth View Qualifications

Address: 6390 Greenwich Dr., Suite 230, San Diego, CA 92122 United States
Phone: 858.270.7705
Fax: 858.777.9597
Email: aries@sandiegowealth.com
Website: https://www.sandiegowealth.com/

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
Complete True Wealth™ Planning Tool Kit

Avery Dwyer, CFP®

Resolute Financial View Qualifications

Address: 102 State St., Suite E, Newburyport, MA 01950 United States
Phone: (978) 255-4556
Email: avery@resolutefinancial.com
Website: https://resolutefinancial.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Ben Dickinson, IAR

Leading Edge Financial Planning, LLC View Qualifications

Address: 6921 Office Park Circle, Knoxville, TN 37909 United States
Phone: (865) 617-8841
Email: Ben@leadingedgeplanning.com
Website: https://www.leadingedgeplanning.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Ben Setterlund, CFP®

Cahill Financial Advisors View Qualifications

Address: 7261 Ohms Ln. , Edina, MN 55439 United States
Phone: (651) 338-7680
Email: Ben@Cahillfa.com
Website: https://cahillfa.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Bill Connor, CFA, CFP

Managing Director, Partner BakerAvenue Wealth Management View Qualifications

Address: 55 Thompson St, TH, New York, NY 10012 United States
Phone: (212) 202-3188
Email: bc@bakerave.com
Website: https://www.bakerave.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Bill Nickles

Yellow Dog Financial View Qualifications

Address: 38 Vaughn Hill Rd., Bolton, MA 01740 United States
Phone: 508-472-0279
Email: bnickles@ydfinancial.com
Website: https://yellowdogfinancial.com

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Bill Simpson, MBA, CFP®

Resolute Financial View Qualifications

Address: 102 State St., Suite E, Newburyport, MA 01950 United States
Phone: (603) 380-9226
Email: bill@resolutefinancial.com
Website: https://resolutefinancial.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Bill Toner, CFP®, AIF®

Plains Coastal View Qualifications

Address: 1482 East Valley Rd. , Suite 241, Montecito, CA 93108 United States
Phone: (805) 855-0292
Email: bill@plainscoastal.com
Website: https://www.plainscoastal.com/

First Step Cash Management System™

Blake Mahoney

Davis Wealth Advisors View Qualifications

Address: 264 South River Rd., Suite 514, Bedford, NH 03110 United States
Phone: (603) 329-3578
Email: blake@daviswealthadvisors.net
Website: https://www.daviswealthadvisors.net/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Blake Price

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: b.price@truepointwealth.com
Website: https://truepointwealth.com/

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Bob Corrigan, CLU, CHFC

Corrigan Financial Group, Inc View Qualifications

Address: 103-418 St. Paul St., Kamloops, BC V2C 2J6 Canada
Phone: (250) 574-8077
Email: bob@corriganfinancial.com
Website: https://corriganfinancial.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Bob Franz, CRC®, MPAS®

Alexander Financial Planning, Inc View Qualifications

Address: 1621 W. 1st Avenue, Columbus, OH 43212 United States
Phone: (614) 538-1600
Email: bfranz@afp-advisors.com
Website: https://www.alexanderfinancialplanning.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Brad Michels CFP®,OPFC

Financial Architects, Inc View Qualifications

Address: 4350 Brownsboro Rd., Ste 110, Louisville, KY 40207 United States
Phone: 502.589.1772
Email: bmichels@wealthcarecapital.com
Website: http://www.lifetimesolution.com

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Bradley Allen, CFP®

Allison Spielman Advisors View Qualifications

Address: 1380 112th Avenue NE, Suite 306, Bellevue, WA 98004 United States
Phone: 425.889.7848
Fax: 425.889.0828
Email: ballen@allisonspielman.com
Website: http://www.allisonspielman.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
Complete True Wealth™ Planning Tool Kit
Veteran MQ Financial Life Planner
Principles of Client Communication & Discovery
Money Quotient Retreat 2014
Money Quotient Gathering 2017
Money Quotient Gathering 2019
Money Quotient Retreat 2018

Breck Judd

Senior Financial Advisor SBSU Financial Services View Qualifications

Address: 1322 N Interstate Dr. , Floor #2, Cedar City, UT 84720 United States
Phone: (435) 586-4129
Email: breck.judd@ceterais.com
Website: https://www.sbsufinancial.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Brent Hunsberger, CFP®

Silver Oak Advisory Group View Qualifications

Address: 1130 SW Morrison Street, Suite 610, Portland, OR 97205 United States
Phone: 503.242.1715
Fax: 503.242.1808
Email: brent@silveroak.net
Website: http://www.silveroak.net

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Brent Lince, CFP®

View Qualifications

Address: 4660 NE Belknap Ct. #101R, Hillsboro, OR 97124 United States
Phone: (971) 217-7537
Email: brent@lincefinancialplanning.com
Website: http://lincefinancialplanning.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering
Money Quotient Retreat 2020

Brian Kampbell, CFP®, ChFC®

President & Managing Partner FLS Financial Group, LLC View Qualifications

Address: 5501 Pacific Hwy. E., Suite 1, Fife, WA 98424 United States
Phone: 253.252.2000
Fax: 253.926.0840
Email: brian@flsfinancialgroup.com
Website: http://www.flsfinancialgroup.com/

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program

Brian Kennedy, AIF®, ChFC®, CRPC®, CMFC®,CLTC®, LUTCF®

Wealth Planning Advisor & President KCA Wealth Management, LLC View Qualifications

Address: 3806 Market Street, Suite 1, Camp Hill, PA 17011 United States
Phone: 717.774.7080
Fax: 717/920-7645
Email: bkennedy@kcwealth.com
Website: http://www.KCAWealth.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
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Brian Bishop, CFP®, CPA/PFS

President & Wealth Advisor Bishop Financial Advisors View Qualifications

Address: 591 Boston Mills Road, Suite 500, Hudson, OH 44236 United States
Phone: 330.342.4080
Fax: 330.342.4084
Email: brian@bishopfinancialadvisors.com
Website: http://www.bishopfinancialadvisors.com

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Brittany Davis, AFC®

The Brittany Davis & Company, LLC. View Qualifications

Address: 3996 Wood Birch Cove, Memphis, TN 38115 United States
Phone: (901) 220-4066
Email: hello@brittanydavis.com
Website: https://www.brittanydavis.com/

First Step Cash Management System™

Brooke Trinh, PhD, CFP®

trueNorth Wealth Advisors View Qualifications

Address: 1200 Fifth Ave., Suite 1810, Seattle, WA 98101 United States
Phone: 206-652-4314
Email: btrinh@truenorthwa.com
Website: https://www.truenorthwa.com/

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Burton Williams, Ed.D., CFP®

Trustcore View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: (615) 277-9478
Email: burton.williams@trustcore.com
Website: https://www.trustcore.com/

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Caleb Brown

New Planner Recruiting View Qualifications

Address: 1860 Barnett Shoals Rd, Suite 103,PMB 445, Athens, GA 30605 United States
Phone: 888.666.1021
Fax: 888.666.1022
Email: cbrown@newplannerrecruiting.com
Website: http://www.newplannerrecruiting.com/

In-Depth Data Gathering

Carolyn Larsen-Wieber, CPA, PFS

CLW Financial Planning LLC View Qualifications

Address: 500 Westover Drive #10146, Sanford, NC 27330 United States
Phone: 919.749.3368
Email: clarsen.wieber@gmail.com
Website: https://www.clarsenwiebercpapfs.com

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting
Completed Implementation Consultation Program

Cecilia Brown, CFP®

C. Beach Brown, LLC

Address: 1410 Forest Dr. , Suite 28, Annapolis, MD 21403 United States
Phone: (440) 990-0162
Email: ceciliabrown@securitiesmail.com
Website: https://www.cbeachbrown.com/

Cecilia Fleming

EVO Advisors View Qualifications

Address: 2917 West Leigh Street, Richmond, VA 23230 United States
Phone: 804-794-1981
Email: cfleming@evoadvisers.com
Website: https://evoadvisers.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Chad Parmenter, CFP®, CLU, CHFC, CDFA, RICP, BFA

Member Mirus Planning, LLC View Qualifications

Address: 4030 Lake Washington Blvd., Suite 300, Kirkland, WA 98033 United States
Phone: 425.250.0522 x 3
Email: cparmenter@mirusplanning.com
Website: http://www.mirusplanning.com

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting
Money Quotient Retreat 2016

Chanon MacDonald

Trustcore View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: (615) 377-1177
Email: chanon.macdonald@trustcore.com
Website: https://www.trustcore.com/

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Charlie Mattingly CFP®, MBA

Principal Leading Edge Financial Planning View Qualifications

Address: 6921 Office Park Circle, Knoxville, TN 37909 United States
Phone: (843) 847-7164
Email: charlie@leadingedgeplanning.com
Website: http://leadingedgeplanning.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Chris Bradshaw

Cosca Pty, Ltd View Qualifications

Address: 35 Lannercost St., Ingham, Queensland Australia
Phone: (041) 425-1841
Email: cbradshaw@cosca.com.au
Website: https://cosca.com.au/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Christi Van Rite

Owner White River Investments View Qualifications

Address: 1305 Deloney St., Austin, TX 78271 United States
Phone: (512) 809-0898
Email: christi@whiteriverconsultants.com
Website: http://whiteriverconsultants.com/

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Christina Traurig CFP®, MBA

Cornerstone Financial Planning View Qualifications

Address: 210 Commerce Way, Suite 230, Portsmouth, NH 03801 United States
Phone: (603) 431-1133
Email: christina@cornerstoneplanning.com
Website: http://www.cornerstoneplanning.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Christine Carlton

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: c.carleton@truepointwealth.com
Website: https://truepointwealth.com/

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Christine Haviaris, CPA

View Qualifications

Address: 2 Meda Pl. , Midland Park, NJ 07432 United States
Phone: (845) 640-1601
Email: chris@chrishaviaris.com

First Step Cash Management System™

Christopher Castles, CPA, CFP®, FAICD

Cosca Pty, Ltd View Qualifications

Address: PO Box 381, Ingham, Queensland Australia
Phone: 1800-283-895
Email: ccastles@cosca.com.au
Website: https://cosca.com.au/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Christopher Girbes-Pierce

Five Oceans Advisors View Qualifications

Address: 2719 4th St., Santa Monica, CA 90405 United States
Phone: 310.975.7073
Email: chris.girbes@fiveoceansadvisors.com
Website: https://fiveoceansadvisors.com/

First Step Cash Management System™

Christopher Hamm

President/Wealth Advisor Bridgewater Financial Group, LLC View Qualifications

Address: 9821 Olde Eight Rd, Unit K, Northfield, OH 44067 United States
Phone: (330) 998-2519
Email: chamm@bridgewaterfg.com
Website: http://www.bridgewaterfinancialgroup.com/

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
In-Depth Data Gathering & Goal Setting

Christopher Mastley, CFP®

JNBA Financial Advisors View Qualifications

Address: 8500 Normandale Lake Blvd., Suite 450, Minneapolis, MN 55437 United States
Phone: 952-844-0995
Fax: 952-844-0996
Email: Chris.mastley@jnba.com
Website: https://jnba.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Christopher Urban

Wealth Advisor Burney Wealth Management View Qualifications

Address: 1800 Alexander Bell Dr. , Suite 510, Reston, VA 20191 United States
Phone: 703-281-3735
Email: curban@burneywealth.com
Website: https://www.burneywealth.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Christy Pedersen MBA, CFA, CFP®

Rockefeller View Qualifications

Address: 2234 N. 75th Ct., Elmwood Park, IL 60707 United States
Phone: (630) 575-2300
Email: christy_pedersen@yahoo.com
Website: https://rcm.rockco.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Cleona Lira,

Celtic Financial Planning, Ltd - Conscious Money View Qualifications

Address: 25 Cabot Sq. , Canary Wharf, London, UK E14 4QA United Kingdom
Phone: 020 8050 3256
Email: cleona@celticfp.co.uk
Website: https://www.cleonalira.co.uk/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Cole Delucas, CFP®

Yeske Buie, Inc. View Qualifications

Address: 301 Maple Ave, West, Suite 600, Vienna, VA 22180 United States
Phone: 703.538.2116
Email: Cole@YeBu.com
Website: https://yebu.com/

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Corey Beal, CFP®

CEO & Director of Joy Empowering Finance View Qualifications

Address: 3924 SE 28th Ave, Portland, OR 97292 United States
Phone: (541) 231-6034
Email: corey@empoweringfinance.com

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Courtney Weber

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: c.weber@truepointwealth.com
Website: https://truepointwealth.com/

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Craig Armstrong

Mass Mutual Northwest View Qualifications

Address: 701 5th Ave. , Suite 101, Seattle, WA 98104 United States
Phone: (206) 346-3285
Email: craigarmstrong@financialguide.com
Website: https://financialprofessionals.massmutual.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Craig Childress, CFP®, ChFC, CLU

Managing Partner Oswego Wealth Advisors View Qualifications

Address: 5800 Meadows Rd., Suite 210, Lake Oswego, OR 97035 United States
Phone: 503.342.2249
Fax: 503.741.2188
Email: craig@oswegowealthadvisors.com
Website: http://oswegowealthadvisors.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting
Money Quotient Retreat 2016

Dan Blair

Regions Asset Management View Qualifications

Address: 400 W Capitol Ave. , Floor 2, Little Rock, AR 72201 United States
Phone: (501) 371-7223
Email: dan.blair@regions.com
Website: https://www.regions.com/personal-banking

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Dan Peters, CFP®

Prism Planning Partners, LLC View Qualifications

Address: 321 S Milwaukee Ave., Libertyville, IL 60048 United States
Phone: (847) 250-9870
Fax: (847) 250-9870
Email: dan@prismplanningpartners.com
Website: https://prismplanningpartners.com/

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Danielle Howard, CFP®

Wealth By Design View Qualifications

Address: 76 Eagle Claw Circle, Glenwood Springs, CO 81601 United States
Phone: 970.927.3909
Email: danielle@wbd4u.com
Website: http://www.WealthByDesign4U.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
In-Depth Data Gathering
Veteran MQ Financial Life Planner

Dave O'Brien, MBA, CFP®

EVO Advisors View Qualifications

Address: 2917 West Leigh Street, Richmond, VA 23230 United States
Phone: (804) 794-1981
Email: dobrien@evoadvisers.com
Website: https://evoadvisers.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

David Wargin

Liberty Financial Group, Inc. View Qualifications

Address: 700 Pilgrim Parkway, Suite 300, Elm Grove, WI 53122 United States
Phone: 262.785.1377
Fax: 262.785.6655
Email: david@lfgwi.com
Website: http://www.lfgwi.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
Money Quotient Retreat 2014
In-Depth Data Gathering & Goal Setting

Deanna Sicking

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: d.sicking@truepointwealth.com
Website: https://truepointwealth.com/

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Debbie Gallant, CFP®, RLP, ChFC, RICP

Principal and Lead Advisor Gallant Financial Planning, LLC View Qualifications

Address: 13001 Cleveland Dr., Rockville, MD 20850 United States
Phone: (301) 461-8492
Email: debra@gallantfp.com
Website: https://www.gallantfp.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Delbar Jahanian, CMFC

Sun Wealth Advisor View Qualifications

Address: 1901 S. Bascom Ave., #1060, Campbell, CA 95008 United States
Phone: (408) 963-2887
Email: delbar@sunwealthadvisor.com
Website: https://www.sunwealthadvisor.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Denise Tuemmler, CFP ®, MBA

Protected Investors of America View Qualifications

Address: 1550 Parkside Dr., Ste. 205, Walnut Creek, CA 94596 United States
Phone: 925-746-0502
Email: dtuemmler@protectedinvestors.com
Website: https://www.protectedinvestorswc.com/

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Fundamentals of True Wealth™ Planning
Money Quotient Retreat 2020

Dennis Clavin, CFP®

Dennis Clavin LLC View Qualifications

Address: 16300 Christensen Road, Suite 205, Seattle, WA 98188 United States
Phone: 206.241.6521
Fax: 206.241.5129
Email: dennis@dennisclavin.com
Website: http://www.dennisclavin.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
In-Depth Data Gathering

Derek Ketcho

JNBA Financial Advisors View Qualifications

Address: 8500 Normandale Lake Blvd., Suite 450, Minneapolis, MN 55437 United States
Phone: (612) 220-9633
Email: Derek.Ketcho@JNBA.com
Website: https://jnba.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Devon Klumb, CFP®, BFA

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd, Suite 200, Cincinnati, Ohio 45242 United States
Phone: 5137926648
Email: d.klumb@truepointwealth.com
Website: https://truepointwealth.com/

Complete True Wealth™ Planning Tool Kit
Fundamentals of True Wealth™ Planning
Money Quotient Retreat 2020

Drew Garner

Castlepoint Wealth Advisors View Qualifications

Address: 9112 N. Kelley Ave., Suite B-2, Oklahoma City, OK 73131 United States
Phone: 405 705 2906
Email: drew@castlepointwealth.com
Website: https://castlepointwealth.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Elisa Ordona

Principal Evoke Financial Planning LLC View Qualifications

Address: 32522 Lake Tana St., Fremont, CA 94555 United States
Phone: 5104003415
Email: elisa@evokefp.com
Website: http://www.vestnomics.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Elise Huston, CFP®

JNBA Financial Advisors View Qualifications

Address: 8500 Normandale Lake Blvd., Suite 450, Minneapolis, MN 55437 United States
Phone: 2182490044
Email: elise.huston@jnba.com
Website: https://jnba.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Eric Johnson

Chief Executive Officer Personal Benefit Services Wealth Management View Qualifications

Address: 7674 Grandview Avenue, Suite 200, Arvada, CO 80002 United States
Phone: 303.424.100
Fax: 3034208082
Email: eric.johnson@pbswm.com
Website: http://www.pbswm.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program

Eric Kies, CFP®, AIFA, CRPS

The Planning Center View Qualifications

Address: 1615 5th Avenue, Moline, IL 61265 United States
Phone: 309.797.4030/888.333.6986
Fax: 309.797.4026
Email: eric@theplanningcenter.com
Website: http://www.theplanningcenter.com

Fundamentals of True Wealth™ Planning
First Step Cash Management System™
In-Depth Data Gathering & Goal Setting

Eric Rodriguez, CFP®

Founder Wealthbuilders View Qualifications

Address: 704 J St., San Diego, CA 92101 United States
Phone: (408) 647-0518
Email: eric@wealthbllc.com
Website: https://wealthbllc.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Erik C. Milam CFP®, RLP®

Partner, Financial Planner TrustCore, LLC View Qualifications

Address: 5314 Maryland Way, Suite 300, Nashville, TN 37027-1015 United States
Phone: 615-369-1423
Fax: 615-850-8109
Email: erik.milam@trustcore.com
Website: https://www.trustcore.com

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Money Quotient Retreat 2020

Evan Shorten, CFP®

President and Founder Paragon Financial Partners View Qualifications

Address: 1901 Avenue of the Stars, 2nd Floor , Los Angeles, CA 90067 United States
Phone: 310.557.1515
Email: evan@paragonfinancialpartners.com
Website: http://www.paragonfinancialpartners.com

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting
Veteran MQ Financial Life Planner
Principles of Client Communication & Discovery
Money Quotient Retreat 2007
Money Quotient Retreat 2008
Money Quotient Retreat 2010
Money Quotient Retreat 2012
Money Quotient Gathering 2015

Francisco Ayala, CFA, MBA

The Coleridge Group View Qualifications

Address: 8628 N Skyline Drive, Phoenix, AZ 85028
Phone: 520-444-9198
Email: francisco@coleridgegroup.com
Website: https://www.coleridgegroup.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Fritz Brauner

President The Brauner Company View Qualifications

Address: 333 Twin Dolphin Dr., Ste 225, Redwood City, CA 94065 United States
Phone: 650.574.0800
Fax: 650.574.7282
Email: fritz@braunercompany.com
Website: http://www.braunercompany.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
In-Depth Data Gathering & Goal Setting
Money Quotient Retreat 2014

Gary Dean

CEO Trustcore View Qualifications

Address: 5314 Maryland Way, Suite 300, Nashville, TN 37027-1015 United States
Phone: (615) 369-1411
Email: gary.dean@trustcore.com
Website: https://www.trustcore.com/

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Gerald Craig, CFP®, CLU®, CHFC®

Carolina Planning Consultants, LLC View Qualifications

Address: 323 Coddle Market Drive NW, Suite 130, Concord, NC 28027 United States
Phone: (704) 786-4857
Email: gerald.craig@cpcllp.com
Website: https://cpcllp.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Gregg Clarke, CFP®

Meritas Wealth Management, LLC View Qualifications

Address: 100 Larkspur Landing Circle, Suite #110, Larkspur, CA 94939 United States
Phone: 415.300.4560
Fax: 415.461.4022
Email: gregg@meritaswealth.com
Website: http://www.meritaswealth.com

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting
Money Quotient Retreat 2016

Guy Clanton

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: g.clanton@truepointwealth.com
Website: https://truepointwealth.com/

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Hans Manseth, CFP®

Investment adviser Representative Equity Services, Inc. View Qualifications

Address: 825 NE Multnomah, Suite 1150, Portland, OR 97232-2170 United States
Phone: 503.227.4817 xt3033
Fax: 503.227.0971
Email: hans@hjamfinancial.com
Website: http://www.equity-services.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Heather Spencer

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: h.spencer@truepointwealth.com
Website: https://truepointwealth.com/

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Hugues Rivard, CFP®

Financial Life Focus View Qualifications

Address: 70 South Orange Avenue, Suite 245, Livingston, NJ 07039-4903 United States
Phone: 973.533.0666
Fax: 973.533.6460
Email: hrivard@financial-lifefocus.com
Website: http://www.financial-lifefocus.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
Veteran MQ Financial Life Planner
Principles of Client Communication & Discovery
Empowering Change
Money Quotient Retreat 2006
Money Quotient Retreat 2007
Money Quotient Retreat 2008
Money Quotient Retreat 2010
Money Quotient Retreat 2012
Money Quotient Retreat 2014
Money Quotient Gathering 2019
Money Quotient Retreat 2016
Money Quotient Retreat 2018
In-Depth Data Gathering
Money Quotient Retreat 2020

Ingrid Strauss, CFP®

Financial Planner Cordis Financial View Qualifications

Address: 3001 Broadway Street NE, Suite 100, Minneapolis, MN 55413 United States
Phone: (612) 268-2620
Email: Ingrid@cordisfinancial.com
Website: http://www.cordisfinancial.com/

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Iris Nguyen

Wealth Architects View Qualifications

Address: 800 W. El Camino Real, Suite 201, Mountain View, CA 94040 United States
Phone: 6503259044
Fax: 6503259044
Email: iris@wealtharchitects.com

Fundamentals of True Wealth™ Planning
Complete True Wealth™ Planning Tool Kit

J.J. Sessions

The Planning Center, Inc View Qualifications

Address: 7084 E. Fish Lake Road, Osseo, MN 55311 United States
Phone: 763.494.0095
Fax: 763.374-8874
Email: JJ@theplanningcenter.com

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting
Money Quotient Retreat 2016

Jacob Rothman, CFPⓇ, CPA, CFA

Portfolio Manager Rothman Investment Management View Qualifications

Address: 9700 El Camino Real, #302, Atascadero, CA 93422 United States
Phone: (805) 286-6378
Email: jake@rothmaninvest.com
Website: http://www.rothmaninvest.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering
Money Quotient Gathering 2019
Money Quotient Retreat 2020

Jake Weatherford

Castlepoint Wealth Advisors View Qualifications

Address: 9112 N. Kelley Ave., Suite B-2, Oklahoma City, OK 73131 United States
Phone: 405-657-9001
Email: jake@castlepointwealth.com
Website: https://www.castlepointwealth.com

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Jane Mepham

Founder & Principal Advisor Elgon Financial Advisors, LLC View Qualifications

Address: 5900 Balcones Dr., Suite 4040, Austin, TX 78731 United States
Phone: (512) 609-0084
Email: jane@elgonfa.com
Website: https://elgonfa.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Janel Carroll, CPA, CFP®, CDFA

Wealth Advisor & Principal Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: j.carroll@truepointwealth.com
Website: https://truepointwealth.com/

Complete True Wealth™ Planning Tool Kit

Jayden Swarbrick

Cosca Pty, Ltd View Qualifications

Address: 35 Lannercost St., Ingham, Queensland Australia
Phone: 0407 483 779
Email: jswarbrick@cosca.com.au
Website: https://cosca.com.au/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Jeanna Fifer, CFP®, CPWA®

Cordis Financial View Qualifications

Address: 3001 Broadway Street NE, Suite 100, Minneapolis, MN 55413 United States
Phone: 6122682620
Email: jeanna@cordisfinancial.com
Website: http://www.cordisfinancial.com/

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Money Quotient Retreat 2020

Jeff Ashford, CFP®

Access Financial Resources, Inc. View Qualifications

Address: 3621 NW 63rd, Suite A-1, Oklahoma City, OK 73116 United States
Phone: 405.848.9826 ext. 312
Email: jeff@afradvice.com
Website: http://www.afradvice.com

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering
Money Quotient Retreat 2014
Money Quotient Retreat 2016

Jeff Petrie, AFP

HPH Solutions View Qualifications

Address: 123 Melville Parade, Como, WA 6152 Australia
Phone: 0892003123
Email: jpetrie@hphsolutions.com.au
Website: https://www.hphsolutions.com.au/

Fundamentals of True Wealth™ Planning
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Jenna VanLeeuwen, CFP®

Aligning Wealth View Qualifications

Address: 367 3rd St., Apt 303, Jersey City, NJ 07302 United States
Phone: (910) 619-8986
Email: jenna@aligningwealth.com

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Jeremy Levinn, CFP®

Financial Life Focus View Qualifications

Address: 70 South Orange Avenue, Suite 245, Livingston, NJ 07039 United States
Phone: 973.533.0666
Fax: 973.533.6460
Email: jlevinn@financial-lifefocus.com
Website: http://www.financial-lifefocus.com

Fundamentals of True Wealth™ Planning
Money Quotient Retreat 2014
Money Quotient Gathering 2015
Money Quotient Gathering 2017
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Money Quotient Retreat 2016
Money Quotient Retreat 2018
In-Depth Data Gathering & Goal Setting
Money Quotient Retreat 2020

Jerry Sutton

Sutton Advisors, PLC View Qualifications

Address: 2201 E. Grand River Avenue, Lansing, MI 48912-3296 United States
Phone: 517.487.5555
Email: jerry@suttonadvisors.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program

Jessica Kirwin, MBA, CFP®

Kirwin Financial View Qualifications

Address: 130 Big Bear Pl. NW, Issaquah, WA 98027 United States
Phone: (425) 444-4910
Email: jessica@kirwinfinancial.com
Website: https://kirwinfinancial.com/

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In-Depth Data Gathering
Money Quotient Gathering 2017
Money Quotient Gathering 2019
Money Quotient Retreat 2020

Jessica M. Howe, CFP®

Silver Oak Advisory Group View Qualifications

Address: 1130 SW Morrison Street, Suite 610, Portland, OR 97205 United States
Phone: 503.242.1715
Email: jessi@silveroak.net
Website: http://www.silveroak.net

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering
Money Quotient Gathering 2015

Jill Boynton, CFP®

Cornerstone Financial Planning View Qualifications

Address: 70 Old Post Road, Newington, NH 03801 United States
Phone: 603.431.1133
Email: jill@cornerstoneplanning.com
Website: http://www.cornerstoneplanning.com

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In-Depth Data Gathering & Goal Setting

Jim Ries, CRPC®, AIF®

North Star Resource Group View Qualifications

Address: 2701 University Avenue S.E., Minneapolis, MN 55414-3233 United States
Phone: 612-617-6094
Fax: 612-256-3094
Email: jim.ries@northstarfinancial.com
Website: https://www.northstarfinancial.com/advisors/jim-ries/

First Step Cash Management System™

Joan Gilles, CRPC, CLU, ChFC

Financial Advisor & Coach Financial Planning Partners, LLC View Qualifications

Address: 701 4th Avenue South, Suite 1500, Minneapolis, MN 55415 United States
Phone: 612.436.3733
Fax: 612 313-7474
Email: jgilles@financialplanpartners.com
Website: http://www.financialplanpartners.com

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First Step Cash Management System™

Joanne Burke, CFP®, CPA/PFS, MS TAX

Birch Street Financial Advisors View Qualifications

Address: 705 Birch St. SW, Vienna, VA 22180 United States
Phone: (703) 319-8778
Fax: 703-319-8870
Email: joanne@birchstreetadvisors.com
Website: http://www.birchstreetadvisors.com/

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Joel Greenwald, MD, CFP®

Financial Advisor Greenwald Wealth Management View Qualifications

Address: 5353 Gamble Drive, Suite 310, St Louis Park, MN 55416 United States
Phone: (952) 641-7616
Email: joel@gwm.life
Website: http://www.gwm.life

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Money Quotient Retreat 2020

John Clair, CFP®

EVOadvisers View Qualifications

Address: 2917 West Leigh Street, Richmond, VA 23230 United States
Phone: 804-794-1981
Email: jclair@evoadvisers.com
Website: https://evoadvisers.com/

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In-Depth Data Gathering & Goal Setting

John Evans CPA/PFS, CFP®

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200 , Cincinnati, OH 45242 United States
Phone: (513) 792-6648
Email: j.evans@truepointwealth.com
Website: https://truepointwealth.com/

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John S. Longstaff, CFP®

Sr. Planner / Principal The Planning Center, Inc View Qualifications

Address: 7473 N Ingram Ave, Suite 107, Fresno, CA 93711 United States
Phone: 559.320.8200
Fax: 559.320.8278
Email: john@theplanningcenter.com
Website: http://www.theplanningcenter.com

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Money Quotient Retreat 2012
In-Depth Data Gathering & Goal Setting
Money Quotient Gathering 2017
Money Quotient Gathering 2019
Money Quotient Retreat 2016
Money Quotient Retreat 2018

John Simkins

Stewardship Advisors, LLC View Qualifications

Address: 321 W.Main St., Mount Joy, PA 17552 United States
Phone: 717-492-4787
Email: jsimkins@mystewardshipadvisor.com
Website: https://mystewardshipadvisor.com/

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Jonathan Corrigan, CFP®

Certified Financial Planner® Corrigan Financial Group Inc. View Qualifications

Address: 103 - 418 St. Paul St., Kamloops, BC V2C 2J6 Canada
Phone: (250) 574-8077
Fax: 2503744620
Email: jon@Corriganfinancial.com
Website: https://corriganfinancial.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Jonathan Smith, CFP®

Pathway Financial Advisors, LLC View Qualifications

Address: 2 Market St., South Burlington, VT 05403 United States
Phone: (802) 660-7086
Email: jonathan@pathwayadvisors.com
Website: https://www.pathwayadvisors.com/

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Money Quotient Gathering 2017
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Money Quotient Retreat 2020
Complete True Wealth™ Planning Tool Kit

Joseph Kuo

Founder Abundance Wealth Planning, LLC View Qualifications

Address: 39899 Balentine Drive, Suite 200, Newark, CA 94560 United States
Phone: (650) 235-5847
Email: joseph@abundancewp.com

Fundamentals of True Wealth™ Planning
Money Quotient Retreat 2020
In-Depth Data Gathering & Goal Setting

Josh Fendley

Regions Asset Management View Qualifications

Address: 400 W Capitol Ave., Floor 2, Little Rock, AR 72201 United States
Phone: (501) 371-7262
Email: josh.fendley@regions.com
Website: https://www.regions.com/personal-banking

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Joshua Medvidofsky

CFP®, MBA, AIF® MG Financial Advisors View Qualifications

Address: 914 Wyoming Ave, Billings, MT 59101
Phone: 406-294-3080
Email: josh@mgfinancialadvisors.com

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Money Quotient Retreat 2020

Jude Boudreaux, CFP®

The Planning Center Inc. View Qualifications

Address: 3000 St. Charles, #411, New Orleans, LA 70115 United States
Phone: (504) 610-5833
Email: jude@theplanningcenter.com
Website: https://www.theplanningcenter.com/

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Justin Berry CLTC®, RICP®

Associate Partner North Star Resource Group View Qualifications

Address: 6500 SW Macadam Ave., #375, Portland, OR 97239 United States
Phone: (503) 423-2736
Email: justin.berry@northstarfinancial.com
Website: https://www.northstarfinancial.com/find_an_advisor/justin-berry

First Step Cash Management System™

Justin D. Krane, CFP®, CIMA®

President Krane Financial Solutions View Qualifications

Address: 5023 North Parkway Calabasas, Calabasas, CA 91302 United States
Phone: 310-989-0934
Fax: 888.556.8537
Email: justin@kranefinancialsolutions.com
Website: http://www.kranefinancialsolutions.com

Fundamentals of True Wealth™ Planning
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Veteran MQ Financial Life Planner
Money Quotient Retreat 2007
Money Quotient Retreat 2008
Money Quotient Retreat 2014

Justin Moilanen, CFP®, RICP®

Financial Service Group, Inc. View Qualifications

Address: 4812 Northwestern Ave., Mount Pleasant, WI 53406 United States
Phone: 2625544500
Email: justin@toyourwealth.com

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Justus Morgan, CFP®, EA, RICP®

Financial Service Group, Inc View Qualifications

Address: 4812 Northwestern Avenue, Mount Pleasant, WI 53406 United States
Phone: 262.554.4500
Fax: 262.554.1907
Email: justus@toyourwealth.com
Website: http://www.toyourwealth.com

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In-Depth Data Gathering

Kacy Gott

Meritas Wealth Management, LLC View Qualifications

Address: 100 Larkspur Landing Circle, Suite 110, Larkspur, CA 94939 United States
Phone: 415-300-4560
Fax: 415-461-4022
Email: kacy@meritaswealth.com
Website: http://www.meritaswealth.com

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Karen OBrien, CPA, CFP®

trueNorth Wealth Advisors View Qualifications

Address: 1200 Fifth Avenue, Suite 1810, Seattle, WA 98101 United States
Phone: 206.652.4314
Fax: 206.652.4316
Email: kobrien@truenorthwa.com
Website: http://www.truenorthwa.com

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Complete True Wealth™ Planning Tool Kit

Karl Furno

Mosaic Wealth Management Group View Qualifications

Address: 1500 Town Plaza Court, Winter Springs, FL 32708 United States
Phone: 407.622.7526
Email: kfurno@mosaic-wealth.com

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Completed Implementation Consultation Program
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Kate Brownstein

Truepoint Wealth Counsel, LLC View Qualifications

Address: 4901 Hunt Rd., Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: k.brownstein@truepointwealth.com
Website: https://truepointwealth.com/

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Kathi McMahon

Financial Planner trueNorth Wealth Advisors View Qualifications

Address: 1200 Fifth Ave., Suite 1810, Seattle, WA 98101 United States
Phone: 206-652-4314
Email: kmcmahon@truenorthwa.com
Website: https://www.truenorthwa.com/

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Kathy Longo, CFP®, CAP, CDFA

Flourish Wealth Management View Qualifications

Address: 3300 Edinborough Way Suite 420, Edina, MN 55435 United States
Phone: (952) 392-4474
Email: klongo@flourishwm.com
Website: http://flourishwealthmanagement.com/

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Katie Hagedorn, CFP®, CRPC®

Chicory Wealth View Qualifications

Address: 2786 N Decatur Rd. , Suite 260, Decatur, GA 30033 United States
Phone: (470) 357-2853
Email: katiehagedorn@chicorywealth.com
Website: https://chicorywealth.com/

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Kendall King CFP®

Castlepoint Wealth Advisors View Qualifications

Address: 9112 N. Kelley Ave., Suite B-2, Oklahoma City, OK 73131 United States
Phone: (405) 7052906
Email: kendall@castlepointwealth.com
Website: https://castlepointwealth.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Kevin Gormley CFP®, CPA, PFS

Leading Edge Financial Planning View Qualifications

Address: 6921 Office Park Circle, Knoxville, TN 37909 United States
Phone: 8438477164
Email: kevin@leadingedgeplanning.com
Website: http://leadingedgeplanning.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Kevin J. Gardenier, CFP®, CDFA®, CMFC®

Founder Purposeful Wealth Strategies View Qualifications

Address: 5070 Cascade Road SE, Ste. 100, Grand Rapids, MI 49546 United States
Phone: (616) 855-8649
Fax: 616-956-7135
Email: kgardenier@wradvisors.com
Website: https://www.purposefulwealthstrategies.com/

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Kevin Mason

Owner Mason Advisory Group View Qualifications

Address: 8355 Gunn Highway, Tampa, FL 33626 United States
Phone: 800.542.4732
Fax: 813.288.9549
Email: kevin.mason@lpl.com

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Kevin Reincastle

Cosca Pty, Ltd View Qualifications

Address: 4/278 Ross River Road, Aitkenvale, Australia
Phone: 1800-283-895
Email: kreincastle@cosca.com.au
Website: https://cosca.com.au/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Kori Allen, CFP®

CEO Pearl Wealth View Qualifications

Address: 915f NW 19th Ave., Portland, OR 97209 United States
Phone: (503) 223-2539
Fax: (503) 477-5216
Email: kori@pearlwealthllc.com
Website: https://pearlwealthllc.com/

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Larry Harvey, ChFC

HFG Wealth Management, LLC View Qualifications

Address: 1790 Hughes Landing Suite 350, The Woodlands, TX 77380 United States
Phone: 832.585.0110
Fax: 832.585.0109
Email: larry@hfgwm.com
Website: http://www.hfgwm.com

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Laura Barry

Senior Vice President Wealthspire Advisors View Qualifications

Address: 330 East Kilbourn Avenue , Suite 1219, Milwaukee, Wisconsin 53202-5000 United States
Phone: 4143244917
Email: laura.barry@wealthspire.com
Website: https://www.wealthspire.com

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In-Depth Data Gathering & Goal Setting

Laura Rotter, CFA, MBA, CFP®

True Abundance Advisors View Qualifications

Address: 500 Mamaroneck Ave., Suite 320, Hudson, NY 10528 United States
Phone: 914-222-0832
Email: Laura@TrueAbundanceAdvisors.com

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Leanne Fee, FPQP

Stewardship Advisors, LLC View Qualifications

Address: 321 W.Main St., Mount Joy, PA 17552 United States
Phone: 717-492-4787
Email: lfee@mystewardshipadvisor.com
Website: https://mystewardshipadvisor.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Lee Shertzer, CFP®

Stewardship Advisors, LLC View Qualifications

Address: 321 W.Main St., Mount Joy, PA 17552 United States
Phone: 717-492-4787
Email: lshertzer@mystewardshipadvisor.com
Website: https://mystewardshipadvisor.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Lev Mandel

Protected Investors of America View Qualifications

Address: 1550 Parkside Dr. , Suite 205 , Walnut Creek, CA 94596 United States
Phone: 9256896103
Email: lmandel@protectedinvestors.com

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Complete True Wealth™ Planning Tool Kit
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Linda Sutton

Sutton Advisors, PLC View Qualifications

Address: 2201 E. Grand River Avenue, Lansing, MI 48912-3296 United States
Phone: 517.487.5555
Email: linda@suttonadvisors.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program

Liz Charron

Reservoir Financial, LLC View Qualifications

Address: 205 Storrs Road, Mansfield Center, CT 06250 United States
Phone: 860.423.2845
Email: liz.charron@resfinancial.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program

Liz deSousa, CFP®, CDFA®

Senior Client Advisor Running Point Capital Advisors View Qualifications

Address: 101 North PCH, Suite 305, Suite 200, El Segundo, CA 90245 United States
Phone: (424) 502-3509
Email: liz@runningpointcapital.com
Website: https://runningpointcapital.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Liz Niehaus

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: l.niehaus@truepointwealth.com
Website: https://truepointwealth.com/

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Lori Lustberg CFP®, CDFA, JD

Pathway Financial Advisors, LLC View Qualifications

Address: 2 Market St., South Burlington, VT 05403 United States
Phone: (802) 233-9848
Email: Lori@pathwayadvisors.com
Website: http://www.pathwayadvisors.com/

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Complete True Wealth™ Planning Tool Kit

Lucas Traxler, CFP®

JNBA Financial Advisors View Qualifications

Address: 8500 Normandale Lake Blvd., Suite 450, Minneapolis, MN 55437 United States
Phone: 9528440995
Email: lucas.traxler@jnba.com
Website: https://jnba.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Mackenzie Arsenault, CFP®

Cornerstone Financial Planning View Qualifications

Address: 70 Center Street, 2nd Level, Portland, ME 04101 United States
Phone: 207.772.8133
Email: mackenzie@cornerstoneplanning.com
Website: http://www.cornerstoneplanning.com

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In-Depth Data Gathering & Goal Setting

Mackenzie Martin

Medical Professionals Financial Group View Qualifications

Address: 310 N. State Street, Suite 206, Lake Oswego, OR 97034 United States
Phone: 971.204.1200
Email: mmartin@medicalpfg.com
Website: http://www.medicalpfg.com

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Completed Implementation Consultation Program
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Maggie Beach, CPA/PFS, MBA, CFP®

President and Owner NexJenn Financial Services View Qualifications

Address: 1240 Cromwell Ln. , Naperville, IL 60564 United States
Phone: (630) 853-9811
Fax: 877-711-3911
Email: maggie@nexjenncpa.com
Website: https://newvisionwm.com/

Fundamentals of True Wealth™ Planning
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Marian White, CFP®, MBA, AIF®

Birchfield Partners, LLC View Qualifications

Address: 120 White Plains Road, Suite 112, Tarrytown, NY 10591 United States
Phone: 914.468.8902
Email: mwhite@birchfieldllc.com

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Completed Implementation Consultation Program
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Marjorie A. Burnett, JD, CPA, CFP®, RLP®

NAPFA-Registered Financial Advisor MAB Financial Planning View Qualifications

Address: 2739 North Radford Street, Arlington, VA 22207 United States
Phone: 703.528.3205
Email: mq@mabfinancial.com

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Complete True Wealth™ Planning Tool Kit

Mark Brinser, CFP®

Stewardship Advisors, LLC View Qualifications

Address: 321 W.Main St., Mount Joy, PA 17552 United States
Phone: (717) 492-4787
Email: mbrinser@mystewardshipadvisor.com
Website: https://mystewardshipadvisor.com/

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In-Depth Data Gathering & Goal Setting

Mark Cross, AIF®

Managing Partner Highland Trust Partners View Qualifications

Address: 1077 Baxter Street, Suite 600, Athens, GA 30606 United States
Phone: (706) 850-4965
Email: mark.cross@highlandtrustpartners.com
Website: http://www.highlandtrustpartners.com/

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In-Depth Data Gathering & Goal Setting

Mark Dale Mazur

San Diego Wealth Management View Qualifications

Address: 6390 Greenwich Dr. , Suite 230, San Diego, CA 92122 United States
Phone: (858) 270-7705
Email: mark@sandiegowealth.com
Website: https://www.sandiegowealth.com/

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Mark T. Johnsen, CEO

Chief Wealth Architect Wealth Architects, LLC View Qualifications

Address: 800 W. El Camino Real, Suite 201, Mountain View, CA 94040 United States
Phone: 650.325.9044
Fax: 650.325.9047
Email: mark@wealtharchitects.com
Website: http://www.wealtharchitects.com

Fundamentals of True Wealth™ Planning
Complete True Wealth™ Planning Tool Kit

Martin Kurtz, CFP®

The Planning Center View Qualifications

Address: 1615 5th Avenue, Moline, IL 61265 United States
Phone: 309.797.4030/888.333.6986
Fax: 309.797.4026
Email: marty@theplanningcenter.com
Website: http://www.theplanningcenter.com

Fundamentals of True Wealth™ Planning
First Step Cash Management System™
Veteran MQ Financial Life Planner
Empowering Change
Money Quotient Retreat 2007
Money Quotient Retreat 2008
Money Quotient Retreat 2010
Money Quotient Retreat 2012
Money Quotient Retreat 2014
In-Depth Data Gathering & Goal Setting
Money Quotient Gathering 2015
Money Quotient Gathering 2017
Money Quotient Gathering 2019
Money Quotient Retreat 2016
Money Quotient Retreat 2018
Money Quotient Retreat 2020

Mary Holmes,

Gather Financial Planning View Qualifications

Address: 19 Northbrook Dr., Falmouth, ME 04015 United States
Phone: (207) 318-4607
Email: mholmes@gatherfp.com
Website: https://www.gatherfinancialplanning.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Matt Knoll, CFP®

The Planning Center Inc. View Qualifications

Address: 1615 Fifth Avenue, Moline, IL 61265 United States
Phone: 309-797-4030
Email: mattk@theplanningcenter.com
Website: https://www.theplanningcenter.com/

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Matthew Hannum, CFP®

Sterling Financial Group View Qualifications

Address: 60 Blue Heron Road, Suite 201, Sparta, NJ 07871 United States
Phone: 973.729.1234
Fax: 973.729.8079
Email: mhannum@sterlingadvice.com
Website: http://www.sterlingadvice.com

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In-Depth Data Gathering

Matthew Sivertsen, CFP®

The Planning Center View Qualifications

Address: 1701 River Drive, Suite 300, Moline, IL 61265 United States
Phone: 309.797.4030/888.333.6986
Fax: 309.797.4026
Email: matt@theplanningcenter.com
Website: http://www.theplanningcenter.com

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First Step Cash Management System™
Empowering Change
Money Quotient Retreat 2007
Money Quotient Retreat 2010
Money Quotient Retreat 2012
In-Depth Data Gathering & Goal Setting
Money Quotient Retreat 2016

Megan Buchanan, CFP®

Silver Oak Advisory Group View Qualifications

Address: 1130 SW Morrison Street, Suite 610, Portland, OR 97205 United States
Phone: 503.242.1715
Email: megan@silveroak.net
Website: https://www.silveroak.net/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Melissa Ballard, CFP®

PYA Waltman Capital, LLC View Qualifications

Address: 1402 Ebenezer Rd., Knoxville, TN 37922 United States
Phone: 865.693.6301
Fax: 865.693.6302
Email: mballard@pyawaltman.com
Website: http://www.pyawaltman.com/

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Michael A. Branham, CFP®

Financial Planner The Planning Center, Inc View Qualifications

Address: 7084 Fish Lake Rd, Maple Grove, MN 55311 United States
Phone: 763.494.8791
Fax: 763.374.8874
Email: mike@theplanningcenter.com
Website: http://www.theplanningcenter.com

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Michael A. Branham, CFP®

Financial Planner The Planning Center, Inc. View Qualifications

Address: 1407 West 31st Ave, Ste. 303, Anchorage, AK 99503 United States
Phone: 763.494.8791
Fax: 763.374.8874
Email: mike2@theplanningcenter.com
Website: http://www.theplanningcenter.com

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering
First Step Cash Management System™

Michael Baker, CFP®, CIMA®,RICP®,RMA®

Vertex Capital Advisors, LLC View Qualifications

Address: 127 Ben Casey Dr., Suite 104, Fort Mill, SC 29708 United States
Phone: 704-556-1388
Email: michael@vcplanning.com
Website: http://www.vcplanning.com

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Michael Carmody CFP®

Director & Founder Viva Wealth View Qualifications

Address: Kearns Crescent, Suite 15/20 , Ardross, WA 6153 Australia
Phone: (086) 381-0112
Email: michaelc@vivawealth.com.au
Website: http://www.vivawealth.com.au/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Michael Donahoe, MBA, CFP®

Firm Principal Harvest Asset Group View Qualifications

Address: 15 Monument Square, Suite 3E, Portland, ME 04101 United States
Phone: (207) 775-1151
Email: donahoe@harvestassetgroup.com
Website: https://harvestassetgroup.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Michael Frie, CFP®

Personal Benefit Services Wealth Management View Qualifications

Address: 5620 Ward Road, Suite 100, Arvada, CO 80002 United States
Phone: 303.424.2100
Email: Michael.frie@pbswm.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program

Michael Goldman

Gather Financial Planning View Qualifications

Address: 19 Northbrook Dr., Falmouth, ME 04015 United States
Phone: (207) 781-3500
Email: support@gatherfp.com
Website: https://www.gatherfinancialplanning.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Michael Mustian, CFP®, CKA®

Founder & Financial Planner WiseWay Advisors View Qualifications

Address: 8712 Lindholm Dr., Suite 300, Huntersville, NC 28078 United States
Phone: (704) 464-4745
Email: michael@wisewayadvisors.com
Website: https://www.wisewayadvisors.com

Fundamentals of True Wealth™ Planning
Complete True Wealth™ Planning Tool Kit

Michael Pyne, CFP®

HPH Solutions View Qualifications

Address: 123 Melville Parade, Como, WA 6152 Australia
Phone: +61892003123
Email: mpyne@hphsolutions.com.au
Website: https://www.hphsolutions.com.au/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Michael Whitehead CFA, CFP®

Principal Hutchison Whitehead Wealth Management, LLC View Qualifications

Address: 100 Houston Square Suite 100, Canonsburg, PA 15317 United States
Phone: 724.873.8755
Fax: 412.774.1644
Email: mwhitehead@hwwealth.com
Website: http://www.hwwealth.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Mike Lynch, CFP®

Money Matters of America, Inc View Qualifications

Address: 1792 Bell Tower Ln. , Weston, FL 33326 United States
Phone: (603) 226-5000
Email: mike@moneymattersofamerica.com
Website: https://www.mlwealth.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Mindy F. Davis, CFP ® CDFA ®

Cornerstone Wealth Planning View Qualifications

Address: 79 Main St. , Auburn, ME 04210 United States
Phone: 207-376-3160
Email: mindydavis@cornerstonewp.com
Website: https://www.cornerstonewp.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Mollie Korenstein, CFP®

Financial Life Focucs View Qualifications

Address: 70 S. Orange Ave., #245, Livingston, NJ 07039 United States
Phone: 973-533-0666
Email: mkorenstein@financial-lifefocus.com
Website: https://financial-lifefocus.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Narumi Yoshida, CPA/PFS, CFP®, EA

Yoshida Wealth Management, Inc View Qualifications

Address: PO Box 529, White Plains, NY 10602 United States
Phone: (646) 775-0655
Email: nyoshida@yoshidawealth.com
Website: https://www.yoshidawealth.com/

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In-Depth Data Gathering & Goal Setting

Natalie Wagner, CFRC

Money Wellness Coach Vital Financials LLC View Qualifications

Address: 191 University Boulevard, #234, Denver, CO 80206 United States
Phone: 303.507.9250
Fax: 303.733.2364
Email: nataliep.wagner@vitalfinancials.com
Website: http://www.vitalfinancials.com

First Step Cash Management System™
Money Quotient Gathering 2017
Money Quotient Gathering 2019
Money Quotient Retreat 2018

Neal Van Zutphen, M.S., CFP®, FBS®

President/Owner Intrinsic Wealth Counsel, Inc. View Qualifications

Address: 1255 W. Rio Salado Pkwy #115, Tempe, AZ 85281 United States
Phone: 480.924.5613
Fax: 480.924.8062
Email: neal@intrinsicwc.com
Website: http://www.intrinsicwealthcounsel.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
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Principles of Client Communication & Discovery
Empowering Change
Money Quotient Retreat 2012
Money Quotient Retreat 2014

Nicholas A. Nicolette, CFP®

Sterling Financial Group View Qualifications

Address: 60 Blue Heron Road, Suite 201, Sparta, NJ 07871 United States
Phone: 973.729.1234
Fax: 973.729.8079
Email: nnicolette@sterlingadvice.com
Website: http://www.sterlingadvice.com

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Money Quotient Retreat 2014

Nick Nauta

Shotwell Rutter Baer View Qualifications

Address: 6350 W Michigan Ave, Suite 200, Lansing, MI 48917 United States
Phone: 517-321-4832
Email: nnauta@srbadvisors.com
Website: https://www.srbadvisors.com

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First Step Cash Management System™

Nick Scheibel, CFP®

JNBA Financial Advisors View Qualifications

Address: 8500 Normandale Lake Blvd., Suite 450, Minneapolis, MN 55437 United States
Phone: 9528440995
Email: Nick.Scheibel@JNBA.com
Website: https://jnba.com/

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In-Depth Data Gathering

Nicole Robinson, CFP®

Cosca Pty, Ltd View Qualifications

Address: PO Box 1184, Ingham, Aitkenvale, Queensland Australia
Phone: (041) 275-2451
Email: nrobinson@cosca.com.au
Website: https://cosca.com.au/

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In-Depth Data Gathering & Goal Setting

Nicole Sullivan

Financial Planner Prism Planning Partners View Qualifications

Address: 321 S. Milwaukee Ave, Libertyville, IL 60048 United States
Phone: 8472506192
Email: nicole@prismplanningpartners.com

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Complete True Wealth™ Planning Tool Kit

Noel Silker, CFP®

JNBA Financial Advisors View Qualifications

Address: 8500 Normandale Lake Blvd., Suite 450, Minneapolis, MN 55437 United States
Phone: 9528440995
Email: Noel.silker@jnba.com
Website: https://jnba.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Norman Smith, CPA, PFS, CFP

NRSmith and Associates, PS View Qualifications

Address: 2120 Caton Way SW, Olympia, WA 98502 United States
Phone: 360.754.9475
Fax: 360.786.8174
Email: nsmith@nrsmith.com
Website: http://www.nrsmith.com/

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In-Depth Data Gathering & Goal Setting
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Money Quotient Gathering 2017

Oscar Alvarez CFP®

Owner Pathway Financial Planning, Inc View Qualifications

Address: 780 Pilot House, Ste 100C, Newport News, VA 23601 United States
Phone: (757) 595-4588
Email: oscar@pathwayfp.net

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Pam Bergeson, RLP

Tailwind Financial Planning View Qualifications

Address: 15208 Gulf Blvd. , #306, Madeira Beach, FL 33708 United States
Phone: (609) 257-8844
Email: Pam@tailwindfp.com
Website: https://tailwindfp.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Pat Phillips, CFP®

Wealth Architects View Qualifications

Address: 800 W. El Camino Real, Suite 201, Mountain View, CA 94040 United States
Phone: 650.325.9044
Fax: 650.325.9047
Email: pat@wealtharchitects.com
Website: http://www.wealtharchitects.com/

Fundamentals of True Wealth™ Planning
Complete True Wealth™ Planning Tool Kit

Paul Burton, CFP

HPH Solutions View Qualifications

Address: 123 Melville Parade, Como, WA 6152 Australia
Phone: 0892003123
Email: pburton@hphsolutions.com.au
Website: https://www.hphsolutions.com.au/

Fundamentals of True Wealth™ Planning
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Paul Strebel

The Strebel Planning Group View Qualifications

Address: 944 Dryden Road, Ithaca, NY 14850 United States
Phone: 607.275.1275
Email: paul@strebelcpa.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
In-Depth Data Gathering

Peter W. Johnson, Jr.

Principal PWJohnson Wealth and Legacy, LLC View Qualifications

Address: 2051 Grant Rd., Ste 240, Los Altos, CA 94024 United States
Phone: 408.747.1222
Fax: 408.747.1364
Email: peter.johnson@pwjohnson.com
Website: http://www.pwjohnson.com

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In-Depth Data Gathering
Money Quotient Gathering 2015
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Rebecca Walsh, CFP®

Pathway Financial Advisors, LLC View Qualifications

Address: 2 Market St., South Burlington, VT 05403 United States
Phone: (802) 660-7086
Email: rwalsh@pathwayadvisors.com
Website: https://www.pathwayadvisors.com/

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Richard Jackson, CFP®

Jackson & Associates, Inc. View Qualifications

Address: 8300 Carmel Ave. NE, Ste. 202, Albuquerque, NM 87122 United States
Phone: 505-944-8404
Fax: 505-369-1925
Email: richard@jacksonrfw.com
Website: http://www.JacksonRFW.com

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Richard Taborda, CFP®, CIMA®, RICP®

President LBT Wealth Management, LLC View Qualifications

Address: 33 Wood Ave. South, Suite 600, Iselin, NJ 08830 United States
Phone: 732.479.1730
Fax: 732.479.1734
Email: rtaborda@lbtwealth.com
Website: http://www.lbtwealth.com

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Rick Helbing CFP®, ChFC®

Financial Life Advisor Suncoast Advisory Group View Qualifications

Address: 1911 N Lake Shore Drive, Sarasota, Fl 34231 United States
Phone: 9413205532
Email: rick@suncoastadvisorygroup.com
Website: http://www.suncoastadvisorygroup.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program

Rick Kahler, MSFP, ChFC

Kahler Financial Group View Qualifications

Address: 1010 9th Street, Suite 1, Rapid City, SD 57701 United States
Phone: 605.343.1400
Fax: 605.721.0194
Email: rick@kahlerfinancial.com
Website: http://www.kahlerfinancial.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
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Money Quotient Retreat 2008
Money Quotient Retreat 2010

Rick Schultenover

View Qualifications

Address: 8310 South Valley Highway, Suite 300, Englewood, CO 80112 United States
Phone: 612-747-9420
Email: rschultenover@gmail.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
In-Depth Data Gathering

Robb Severdia, CFP®

Financial Planner Cross Financial Management View Qualifications

Address: 4105 Stonegate Dr., Hood River, OR 97031 United States
Phone: 503.789.9411
Email: robb.severdia@lpl.com
Website: http://www.gotorobb.com

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering
First Step Cash Management System™
Money Quotient Retreat 2014

Robert C. Macaulay

Founder & Managing Principal Brick House Strategic Wealth View Qualifications

Address: 201 South State St, Suite 2A, Newtown, PA 18940 United States
Phone: 267-753-7066
Fax: (215) 860-1687
Email: rob@brickhouseSW.com
Website: https://www.brickhousestrategicwealth.com

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Robert Healy CPA, PFS, CFP®

CEO R J Healy & Company, Inc. View Qualifications

Address: 3650 Mt Diablo Blvd, #235, Lafayette, CA 94549 United States
Phone: (925) 284-8409
Email: rob@rjhealyco.com

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Money Quotient Gathering 2019
Money Quotient Retreat 2020

Robert Rahaim, CFP®

DeSeranno Wealth Planning View Qualifications

Address: 18720 Mack Ave., Suite 100, Grosse Pointe Farms, MI 48236 United States
Phone: 313.885.0114
Fax: 313.885.4959
Email: rrahaim@deseranno.com
Website: http://www.deseranno.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
In-Depth Data Gathering & Goal Setting

Roger A. Shake, CFP®, RLP®, CeFT®

Partner Legacy Consulting Group View Qualifications

Address: 5340 Legacy Drive, Suite 165, Plano, TX 75024 United States
Phone: 972.599.4750
Fax: 972.599.4751
Email: rshake@legacyconsultinggroup.com
Website: http://www.LegacyConsultingGroup.com

Fundamentals of True Wealth™ Planning
First Step Cash Management System™
Principles of Client Communication & Discovery
In-Depth Data Gathering

Ron Wilkinson, CFP®

Security First Advisors View Qualifications

Address: 12703 SW 67th Ave, Portland, OR 97223 United States
Phone: 800.898.4224
Fax: 503.221.4483
Email: ron@sfainc.us
Website: http://www.sfainc.us

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Complete True Wealth™ Planning Tool Kit
Veteran MQ Financial Life Planner
Money Quotient Retreat 2007
Money Quotient Retreat 2010
Money Quotient Retreat 2016

Ronald Bernstein CFP®, CIMA®, CWS®

Financial Planner Prism Planning Partners, LLC View Qualifications

Address: 321 S. Milwaukee Ave., Libertyville, IL 60048 United States
Phone: 847. 250.6192
Email: ron@prismplanningpartners.com
Website: https://prismplanningpartners.com/

Fundamentals of True Wealth™ Planning
Complete True Wealth™ Planning Tool Kit

Ross Weiner, PhD, CFP®

Sterling Financial Group View Qualifications

Address: 60 Blue Heron Road, Suite 201, Sparta, NJ 07871 United States
Phone: 973.729.1234
Fax: 973.729.8079
Email: rweiner@sterlingadvice.com
Website: http://www.sterlingadvice.com

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Russ Thornton

Wealthcare for Women View Qualifications

Address: 46 West Wieuca Road NE, Atlanta, GA 30342 United States
Phone: (404) 254-6993
Email: rthornton@wealthcarecapital.com
Website: https://wealthcareforwomen.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Russell Kroeger, CFP®, EA

Founder Paradigm Wealth Architects View Qualifications

Address: San Francisco, CA 94133-2055 United States
Phone: (650) 758-7549
Email: russell@paradigmwealth.org
Website: http://paradigmwealth.org

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering
Money Quotient Gathering 2017
Money Quotient Retreat 2018

Russell Slagle, CPA

Trustcore View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: (615) 277-9564
Email: russell.slagle@trustcore.com
Website: https://www.trustcore.com/

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Ryan Keshemberg

Keshemberg Advisory, Ltd View Qualifications

Address: 9328 Silverstone Lane, #309, Verona, WI 53593 United States
Phone: 920.205.4381
Email: ryan@keshemberg.com

First Step Cash Management System™

Ryan Klekar

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: r.klekar@truepointwealth.com

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Fundamentals of True Wealth™ Planning

Sabrina Lowell, CFP®, CPCC

Advisor & Partner Private Ocean View Qualifications

Address: 140 Geary Street, 6th Floor, San Francisco, CA 94108 United States
Phone: 415.788.1952
Fax: 415.788.7105
Email: Sabrina.lowell@privateocean.com
Website: http://www.PrivateOcean.com

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Sam Issermoyer, CFP®, CFA

Regions Asset Management View Qualifications

Address: 1 Indiana Square, Ste 801, Indianapolis, IN 46204 United States
Phone: (410) 596-0995
Email: sam.issermoyer@regions.com
Website: https://www.regions.com/personal-banking

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Sara Casale, CFP

Financial Planner Cornerstone Financial Planning View Qualifications

Address: 38 Union Wharf, Portland, ME 04101 United States
Phone: (207) 772-8133
Email: sara@cornerstoneplanning.com

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Scott Barbee

Principal & Wealth Advisor Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: s.barbee@truepointwealth.com
Website: https://truepointwealth.com/

Complete True Wealth™ Planning Tool Kit
Fundamentals of True Wealth™ Planning

Scott Beaudin, CFP®, CPA/PFS

Pathway Financial Advisors, LLC View Qualifications

Address: 2 Market St., South Burlington, VT 05403 United States
Phone: (802) 660-7086
Email: sbeaudin@pathwayadvisors.com
Website: https://www.pathwayadvisors.com/

Fundamentals of True Wealth™ Planning
Complete True Wealth™ Planning Tool Kit

Scott Emblen, CFP®, CDFA®

Independent Progressive Advisors View Qualifications

Address: 1675 SW Marlow Ave., Suite 305, Portland, OR 97225 United States
Phone: 5035367351
Email: scott@ipawealthmanagement.com
Website: http://www.ipawealthmanagement.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Scott Pruski, ChFC, CLU

Advosion View Qualifications

Address: 6440 E Fulton St., Suite 203, Ada, MI 49301 United States
Phone: (616) 954-2501
Email: scott@advosion.com
Website: https://www.advosion.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Sean Gerlin, CFP®, ChFC®, CLU®

Envision Wealth Planners View Qualifications

Address: 310 White Oak Circle, Maitland, FL 32751 United States
Phone: (407) 720-6535
Email: sean.gerlin@envisionplanners.com
Website: http://www.envisionplanners.com

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Shannon Nook, FPQP™

Liberty Financial Group, Inc. View Qualifications

Address: 700 Pilgrim Parkway, #300, Elm Grove, WI 53122 United States
Phone: 262.785.1377
Fax: 262.785.6655
Email: Shannon@lfgwi.com
Website: http://www.lfgwi.com

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting
Completed Implementation Consultation Program
Money Quotient Gathering 2015

Sheila Rabaut CFP®

BakerAvenue Wealth Management View Qualifications

Address: 301 Battery St., 2nd Floor, San Francisco, CA 94123 United States
Phone: (415) 236-4792
Email: sr@bakerave.com
Website: http://www.bakerave.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Shelby Stahr RP®, FPQP™

Mosaic Financial Partners, Inc View Qualifications

Address: 1340 Treat Blvd., Suite 201, Walnut Creek, CA 94597 United States
Phone:
Email: shelby@mosaicfp.com
Website: http://www.mosaicfp.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Sonja Borda, CFP® , CDFA

Wealth Advisory Associate BakerAvenue Wealth Management View Qualifications

Address: 550 Reserve St., Suite. 270, Southlake, Texas 76092 United States
Phone: (214) 306-9849
Email: sborda@bakerave.com
Website: https://www.bakerave.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Stacee L Jacobs

Co-Founder & Lead Planner Initiate Impact View Qualifications

Address: 66 W Flagler ST, Ste 900, 1130 SW, Miami, FL 33130 United States
Phone: 19549951555
Email: stacee@initiateimpact.com
Website: http://www.initiateimpact.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Stacie Nemetz, CFP® AIF®

Financial Advisor NR Smith & Associates View Qualifications

Address: 2120 Caton Way SW, Olympia, WA 98502 United States
Phone: (360) 754-9475
Fax: (360) 786-8174
Email: snemetz@nrsmith.com
Website: http://www.nrsmith.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Stacy Friedges, CFP®

JNBA Financial Advisors

Address: 8500 Normandale Lake Blvd. , Suite 450, Minneapolis, MN 55437 United States
Phone: 9528440995
Email: Stacy.Friedges@jnba.com
Website: https://jnba.com/

Stephanie Griebel, CFP®

Resolute Financial View Qualifications

Address: 102 State St., Suite E, Newburyport, MA 01950 United States
Phone: 603-380-9226
Email: stephanie@resolutefinancial.com
Website: https://resolutefinancial.com/

In-Depth Data Gathering

Steve Branton, CFP®

Lead Advisor Private Ocean View Qualifications

Address: 140 Geary Street, 6th Floor, San Francisco, CA 94108 United States
Phone: 415.788.1952
Fax: 415.788.7105
Email: steve.branton@privateocean.com

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Steven M. Singer

Retirement Solutions View Qualifications

Address: 12100 Wilshire Boulevard, Suite 800, Los Angeles, CA 90025 United States
Phone: 310.526.3210
Fax: 310.444.0687
Email: steve@retirementsolutions.net

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
Complete True Wealth™ Planning Tool Kit
Principles of Client Communication & Discovery
Money Quotient Retreat 2007
Money Quotient Retreat 2008
Money Quotient Retreat 2010
Money Quotient Retreat 2012
Money Quotient Retreat 2014
Money Quotient Gathering 2015
Money Quotient Gathering 2017
Money Quotient Retreat 2016

Steven Shagrin, J.D., CFP®, CRPC, CRC, CELP

View Qualifications

Address: 1141 Roxie Ln, Walnut Creek, CA 94597-1806 United States
Phone: (925) 949-3938
Email: Shags@PlanningForLife.info

Fundamentals of True Wealth™ Planning

Susan Veligor, CFP®

Cornerstone Financial Planning View Qualifications

Address: 38 Union Wharf, Portland, ME 04101 United States
Phone: 207.772.8133
Fax: 207.772.8139
Email: susan@cornerstoneplanning.com
Website: http://www.cornerstoneplanning.com

Fundamentals of True Wealth™ Planning
Complete True Wealth™ Planning Tool Kit

Suzanne Burrell, CFP®

Capital Square, LLC View Qualifications

Address: 633 Chestnut Street, Ste. 1550, Chattanooga, TN 37450 United States
Phone: (423) 877-6708, ext 1
Fax: (423) 877-3881
Email: suzanneburrell@capitalsquare.biz
Website: https://capitalsquare.biz/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Suzanne Himes, CFP®

Lead Financial Planner Asset Planning Corporation View Qualifications

Address: 234 South Peters Road, Ste. 102, Knoxville, TN 37923 United States
Phone: 865.690.1231
Fax: 865.690.5224
Email: suzanne@assetplanningcorp.com
Website: http://www.assetplanningcorp.com/

Fundamentals of True Wealth™ Planning
Complete True Wealth™ Planning Tool Kit

Tanya Welch

Managing Director BakerAvenue Wealth Management View Qualifications

Address: 301 Battery St., 2nd Floor, San Francisco, CA 94111 United States
Phone: 4159861110
Email: TW@bakerave.com
Website: https://www.bakerave.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Taylor Morrison

Trustcore View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: (615) 377-1177
Email: taylor.morrison@trustcore.com
Website: https://www.trustcore.com/

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Teri Alexander, CFP®, MSFP, CeFT ®, AIF®

Principal/Owner Alexander Financial Planning, Inc View Qualifications

Address: 1621 W 1st Ave., Columbus, OH 43212 United States
Phone: (614) 538-1600
Fax: (614) 824-4865
Email: talexander@afp-advisors.com
Website: https://www.alexanderfinancialplanning.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Therese Govern, MBA, CPA, CFP®

Therese Govern Financial Advisors LLC View Qualifications

Address: 1700 Seventh Avenue, Suite 2100, Seattle, WA 98101 United States
Phone: 206.357.8538
Fax: 206.299.9944
Email: tgovern@governadvisors.com
Website: http://www.governadvisors.com

Fundamentals of True Wealth™ Planning
Veteran MQ Financial Life Planner
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Thomas Allison, CFP®

Allison Spielman Advisors View Qualifications

Address: 1380 112th Avenue NE, Suite 306, Bellevue, WA 98004 United States
Phone: 425.889.7848
Fax: 425.889.0828
Email: tallison@allisonspielman.com
Website: http://www.allisonspielman.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
Complete True Wealth™ Planning Tool Kit
Veteran MQ Financial Life Planner
Money Quotient Retreat 2010
Money Quotient Retreat 2014
Money Quotient Gathering 2015
Money Quotient Gathering 2017
Money Quotient Gathering 2019
Money Quotient Retreat 2016
Money Quotient Retreat 2018
Money Quotient Retreat 2020

Thomas J. Duffy, CFP®, MBA

Principal Jersey Shore Financial Advisors, LLC View Qualifications

Address: 55 Gilbert Street N., Suite 3103, Tinton Falls, NJ 07701 United States
Phone: 732.229.7489
Email: tduffy@myfamilyfiduciary.com
Website: http://www.myfamilyfiduciary.com

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Claddagh, LLC View Qualifications

Address: 1735 Post Road, 2nd Floor, Fairfield, CT 06824 United States
Phone: 203.254.8344
Fax: 888.533.6332
Email: tomoshea@claddaghllc.com
Website: http://www.claddaghllc.com/

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
In-Depth Data Gathering & Goal Setting

Thomas Sweeny

HPH Solutions View Qualifications

Address: 123 Melville Parade, Como, WA 6152 Australia
Phone: 0892003123
Email: tsweeny@hphsolutions.com.au
Website: https://www.hphsolutions.com.au/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Thomas Talbott, CFP®

Partner, Financial Advisor Stewardship Advisors, LLC View Qualifications

Address: 321 W.Main St., Mount Joy, PA 17552 United States
Phone: 717-492-4787
Email: ttalbott@mystewardshipadvisor.com
Website: https://mystewardshipadvisor.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Todd Woodard

Mosaic Wealth Management Group View Qualifications

Address: 1500 Town Plaza Court, Winter Springs, FL 32708 United States
Phone: 407.622.7526
Email: twoodard@mosaic-wealth.com
Website: http://www.mosaic-wealth.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
In-Depth Data Gathering & Goal Setting
First Step Cash Management System™
Money Quotient Gathering 2015
Money Quotient Gathering 2017
Money Quotient Retreat 2016

Tom Deichert, CFP®

Wealth Solutions...by design, PLLC View Qualifications

Address: P.O. Box 276, Poulsbo, WA 98370 United States
Phone: 360.779.9005
Fax: 360.779.9006
Email: tom@wealthsolutionsbydesign.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
In-Depth Data Gathering

Tom Thalman, CRPC®, CFP®

Turning Point Retirement Associates View Qualifications

Address: 5540 Centerview Dr., Suite 200, Raleigh, NC 27606 United States
Phone: (919) 609-4617
Email: tom.thalman@turningpointra.net
Website: https://www.turningpointra.net/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Troy Decastro

Highland Trust Partners View Qualifications

Address: 1077 Baxter St., Suite 600, Athena, GA 30606 United States
Phone: 706-850-4965
Email: troy.decastro@highlandtrustpartners.com
Website: https://www.highlandtrustpartners.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Tyler Eliason, MBA

Senior Financial Advisor SBSU Financial Services View Qualifications

Address: 1322 South Interstate Dr., Floor #2, Cedar City, UT 84720 United States
Phone: (435)-652-7004
Email: tyler.eliason@ceterais.com
Website: https://www.sbsufinancial.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Tyler Elliott, JD, CFP®

Owner & Principal Watershed Wealth Planning LLC View Qualifications

Address: 7972 SE 13th Ave, Suite 102, Portland, OR 97202 United States
Phone: (503) 862-9064
Fax: (855) 788-6826
Email: tyler@wwplanning.com
Website: https://www.watershedwealthplanning.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting
First Step Cash Management System™

Tyler Scott

Wealth Architects View Qualifications

Address: 800 W. El Camino Real, Suite 201, Mountain View, CA 94040 United States
Phone: 650-325-9044
Email: tyler@wealtharchitects.com
Website: http://www.wealtharchitects.com/

Fundamentals of True Wealth™ Planning
Complete True Wealth™ Planning Tool Kit

Virginia T. Harriett, CFP®, AIF®

Financial Advisor Harriett Financial Group View Qualifications

Address: 10000 Sagemore Drive, Suite 8301, Suite 10201, Marlton, NJ 08053 United States
Phone: 856.596.4830 x 2538
Fax: 856.988.8410
Email: vharriett@lincolninvestment.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
In-Depth Data Gathering & Goal Setting
Veteran MQ Financial Life Planner
Principles of Client Communication & Discovery
Money Quotient Retreat 2008
Money Quotient Retreat 2010
Money Quotient Gathering 2017
Money Quotient Retreat 2016
Money Quotient Retreat 2020

Wayne Lippert

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: w.lippert@truepointwealth.com
Website: https://truepointwealth.com/

Complete True Wealth™ Planning Tool Kit
Fundamentals of True Wealth™ Planning

William T. Morrissey, CFP®

Sound Financial Planning View Qualifications

Address: 1111 Cleveland Avenue, Suite 101 , Mount Vernon, WA 98273 United States
Phone: 360.336.6527
Fax: 360.336.6528
Email: wtmorrissey@soundfinancialplanning.net
Website: http://www.soundfinancialplanning.net

Fundamentals of True Wealth™ Planning
Complete True Wealth™ Planning Tool Kit
First Step Cash Management System™
Veteran MQ Financial Life Planner
Money Quotient Retreat 2007
Money Quotient Retreat 2008
Money Quotient Retreat 2010
Money Quotient Retreat 2012
Money Quotient Retreat 2014
Money Quotient Gathering 2019
Money Quotient Retreat 2016
Money Quotient Retreat 2018

Yusuf Abugideiri, CFP®

Yeske Buie, Inc. View Qualifications

Address: 301 Maple Avenue, West, Suite 600, Vienna, VA 22180 United States
Phone: 703.538.2116
Fax: 866.549.4990
Email: yusuf@yebu.com
Website: http://www.yebu.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
Complete True Wealth™ Planning Tool Kit

Zacary Leeson CFP®

HPH Solutions View Qualifications

Address: 123 Melville Parade, Como, WA 6152 Australia
Phone: 0892003123
Email: zleeson@hphsolutions.com.au
Website: https://www.hphsolutions.com.au/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting

Zaneilia Harris, CFP®

President Harris and Harris Wealth Management View Qualifications

Address: 17541 Eleanore Lane, Upper Marlboro, MD 20774 United States
Phone: 301.218.0885
Fax: 301.218.8139
Email: zaneilia.harris@hhwealth.com
Website: http://www.hhwealth.com

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Zhi Li, CFP®

Owner Twelve Two Capital View Qualifications

Address: 1611 64th Street, Brooklyn, NY 11204 United States
Phone: (347) 916-6545
Email: zhi.li@twelvetwocapital.com
Website: https://www.twelvetwocapital.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

A complete suite of client tools and educational materials

Web-based software and training for planning and managing cash flow, debt, and savings

3-day training course, a required course

Implemented a MQ approved True Wealth™ Planning client meeting process that includes level of tools indicated

Individualized coaching and self-study following completion of Fundamentals of True Wealth™ Planning

Experienced MQ Licensee invited to co-facilitate Fundamentals of True Wealth Planning training course

Additional tools to facilitate a meaningful goal setting process

Facilitated group discussions and exercises that foster creative thinking and harness the collective wisdom of the participants.

Multiday conference designed to increase True Wealth™ Planning skills and knowledge and strengthen the MQ Community

Facilitated group discussions and exercises that foster creative thinking and harness the collective wisdom of the participants.

Multiday conference designed to increase True Wealth™ Planning skills and knowledge and strengthen the MQ Community

Implemented a MQ approved True Wealth™ Planning client meeting process that includes level of tools indicated

A 2-day advanced training course, Fundamentals of True Wealth™ Planning is a prerequisite to attend

Multiday conference designed to increase True Wealth™ Planning skills and knowledge and strengthen the MQ Community

A set of tools designed to clarify client values and priorities

Implemented a MQ approved True Wealth™ Planning client meeting process that includes level of tools indicated

A 2-day advanced training course, Fundamentals of True Wealth™ Planning is a prerequisite to attend

Multiday conference designed to increase True Wealth™ Planning skills and knowledge and strengthen the MQ Community

MQ Partner Directory

Christina Kramlich CFP®, MBA 4

Cicily Maton, CFP® 4

Dan Kirslis 4

David Harpool 4

David Yeske, CFP® 4

Emilie Goldman, CFA, CFP® 4

Georgia Lee Hussey, CFP® 3

Jack Arnold 4

Jacob Newcomer, CFP® 4

James Hindes 4

Jason A. Smith, CFP® 3

Jeffrey Wheeler, JD 4

Jennifer Luzzatto, CFA, CFP® 3

Josh Ackerman, CFP® 3

Kevin Stevens, CFP® 4

Kim Rosenberg, CFP® 4

Kshitija 2

Lauren Stansell CFP® 4

Lexi Olian, CFP® 4

Maggie Kulyk, CRPC® 4

Mark Silverman, CFP® 4

Mary Shaltis 4

Melinda Davis, CFP®, CRPC 4

Michael Kay, CFP® 4

Michelle Maton, CFP®, EA, RLP® 4

Mike Sigmon, CFP® 3

Paul Cordero CFP, EA 3

Peggy Kessinger, MBA, CFP 4

Stephen J Hazel, CFP®, CeFT®, RLP®, EA 4

Tanya Steinhofer, CFA, CFP® 2

Tejal Gandhi, M.Com. DSM, CFP® 2

Tim Kober, CFP® 4

Vishal Dhawan, CFP®, MBA 2

William D. Pitney, MBA, CFP®,CeFT® 2

Aaron Lieberman, CFP®

Abby Morton, CFP®

Adam Lipton

Adrienne Ross, CFP®, ChFC®, AFC®

Agatha Johnson, CFP®, CPWA

Alecia L Modahl

Alexandra Demosthenes CPA/PFS, CFP®

Alexandra Ollinger

Allan Buckingham

Allen Sakon, CPA

Amber Miller, CFP®

Amy Parrish, AWMA®

Andrea Oliver, CFP®

Andrew Baxley, CFP®

Andrew Mitchell, CFP®

Andrew Mohrmann

Andrew Sivertsen, CFP®, CeFT®, CAP®

Angela O'Neil

Anil Gulrajani CFP®

Ann Garcia, CFP®

Anne B. Johnston, CFP®, CIMA®, ChSNC®

Annette Brinton, CFP®

Annie Book, CLTC, ChFC

Aries Jimenez, CFP®

Avery Dwyer, CFP®

Ben Dickinson, IAR

Ben Setterlund, CFP®

Bill Connor, CFA, CFP

Bill Nickles

Bill Simpson, MBA, CFP®

Bill Toner, CFP®, AIF®

Blake Mahoney

Blake Price

Bob Corrigan, CLU, CHFC

Bob Franz, CRC®, MPAS®

Brad Michels CFP®,OPFC

Bradley Allen, CFP®

Breck Judd

Brent Hunsberger, CFP®

Brent Lince, CFP®

Brian Kampbell, CFP®, ChFC®

Brian Kennedy, AIF®, ChFC®, CRPC®, CMFC®,CLTC®, LUTCF®

Brian Bishop, CFP®, CPA/PFS

Brittany Davis, AFC®

Brooke Trinh, PhD, CFP®

Christina Kramlich CFP®, MBA

Cicily Maton, CFP®

Dan Kirslis

David Harpool

David Yeske, CFP®

Emilie Goldman, CFA, CFP®

Georgia Lee Hussey, CFP®

Jack Arnold

Jacob Newcomer, CFP®

James Hindes

Jason A. Smith, CFP®

Jeffrey Wheeler, JD

Jennifer Luzzatto, CFA, CFP®

Josh Ackerman, CFP®

Kevin Stevens, CFP®

Kim Rosenberg, CFP®

Kshitija

Lauren Stansell CFP®

Lexi Olian, CFP®

Maggie Kulyk, CRPC®

Mark Silverman, CFP®

Mary Shaltis

Melinda Davis, CFP®, CRPC

Michael Kay, CFP®

Michelle Maton, CFP®, EA, RLP®

Mike Sigmon, CFP®

Paul Cordero CFP, EA

Peggy Kessinger, MBA, CFP

Stephen J Hazel, CFP®, CeFT®, RLP®, EA

Tanya Steinhofer, CFA, CFP®

Tejal Gandhi, M.Com. DSM, CFP®

Tim Kober, CFP®

Vishal Dhawan, CFP®, MBA

William D. Pitney, MBA, CFP®,CeFT®