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.

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

David Harpool, AAMS

AVID Advisory and Investment Group View Qualifications

Address: 360 Central Ave., Suite 470, St. Petersburg, FL 33701 United States
Phone: 7272473165
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

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

Elissa Buie, 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: elissa@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 USA
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

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

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

Kevin Stevens, CFP®

AVID Advisory and Investment Group View Qualifications

Address: 360 Central Ave., Suite 470, 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

Kim Rosenberg, CFP®

Managing Principal Rosenbaum Financial, Inc. View Qualifications

Address: 150 SW Harrison Street, Suite 300, Portland, OR 97201 United States
Phone: 503.352.1001
Fax: 503.352.1301
Email: kim@rosenbaumfinancial.com
Website: http://www.rosenbaumfinancial.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, Matrukrupa, 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

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

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

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: melinda@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

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

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

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

Stephen Hazel, CFP®, AIF®, ChFC®, RICP®

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

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

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: 16170 S. Amphlett Blvd. , Suite 214-49, San Mateo, CA 94402 United States
Phone: 650.684.1199
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
In-Depth Data Gathering
First Step Cash Management System™

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

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

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

Alec Williamson, CFP®

Pacific Crest Financial Advisors, LLC View Qualifications

Address: 3002 Colby Avenue, Suite 305, Everett, WA 98201 United States
Phone: 425.609.3797
Fax: 425.609.2254
Email: alec@pacificcrestfa.com
Website: http://www.pacificcrestfa.com

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

Alecia L Modahl, JD, LLM, CFP®

Certified Financial Planner ALM Financial Solutions, securities and advisory service offered through KMS Financial Services, Inc View Qualifications

Address: 8201 164th Ave NE, Suite 200, Redmond, WA 98052 United States
Phone: 425.285.4411
Fax: 425.642.4973
Email: alecia@almfinancialsolutions.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

Andrew Crone

Yahara Wealth Management, LLC View Qualifications

Address: 725 Heartland Trail, Suite 205, Madison, WI 53717 United States
Phone: (608) 467-1010
Email: andrew@yaharawealth.com
Website: https://yaharawealth.com/

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

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

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: aj@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

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

Autumn Campbell, CFP®

The Planning Center Inc. View Qualifications

Address: 1615 Fifth Avenue, Moline, IL 61265 United States
Phone: (918) 417-6747
Email: autumn@theplanningcenter.com
Website: https://www.theplanningcenter.com/

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

Benjamin Gilbert, CFP®

Silver Oak Advisory Group View Qualifications

Address: 1130 SW Morrison Street, Suite 610, Portland, OR 97206 United States
Phone: 503.242.1715
Email: ben@silveroak.net
Website: http://www.silveroak.net

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Beth McClelland, MBA, CDFA, CFP®

Principal Lamorinda Financial Planning View Qualifications

Address: 1062 Via Alta, Lafayette, CA 94549 United States
Phone: 925.876.7668
Email: beth@lamorindafinplan.com
Website: http://www.lamorindafinplan.com

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

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 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 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/

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

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

Fundamentals of True Wealth™ Planning
Complete True Wealth™ Planning Tool Kit
First Step Cash Management System™

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

Brenna Jensen-Baucum, CFP®

The H Group, Inc. View Qualifications

Address: 500 Liberty St. SE, Suite 310, Salem, OR 97301 United States
Phone: (503) 371-3333
Email: brennab@thehgroup.com
Website: https://thehgroup.com/

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

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

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
In-Depth Data Gathering & Goal Setting

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

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

Candice McGarvey

Her Dollars Financial Coaching View Qualifications

Address: 12173 Point Placid Dr., Midlothian, VA 23112 United States
Phone: 703.402.8610
Email: candice@herdollars.com

First Step Cash Management System™

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

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

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

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

Christina Traurig CFP®, MBA

Cornerstone Financial Planning View Qualifications

Address: 70 Old Post Rd. , Newington, 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/

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

Christine Haviaris, CPA

View Qualifications

Address: 67 Summit Ave., Floor #2, Hakensack, NJ 07601 United States
Phone: (845) 640-1601
Email: chris@chrishaviaris.com

First Step Cash Management System™

Christopher Castles, CPA, CFP®, AICD

Zest Financial Solutions Pty, Ltd View Qualifications

Address: PO Box 381, Ingham, Queensland Australia
Phone: 1800-283-895
Email: chrisc@zestfinancial.com.au
Website: http://www.zestfinancial.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/Financial Advisor Bridgewater Financial Group, LLC View Qualifications

Address: 9821 Olde Eight Rd, Unit K, Northfield, OH 44067 United States
Phone: (330) 998-2519
Email: bridgewaterfg@gmail.com

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Completed Implementation Consultation Program
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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/

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Christopher Urban

Wealth Advisor Burney Wealth Management View Qualifications

Address:
Phone: 703-281-3735
Email: curban@burney.com
Website: http://www.burneywealth.com

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Christy Pedersen MBA, CFA, CFP®

Whitnell View Qualifications

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

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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 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/

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Dan Kirslis

Chicory Wealth View Qualifications

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

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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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Daniel McNabb

Chicory Wealth View Qualifications

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

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Danielle Howard, CFP®

Wealth By Design View Qualifications

Address: 23300 Two Rivers Road, Suite 34, Basalt, CO 81621 United States
Phone: 970.927.3909
Fax: 970.927.7643
Email: danielle@wbd4u.com
Website: http://www.WealthByDesign4U.com

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David Riback, CRC®

Managing Partner Oswego Wealth Management, Inc View Qualifications

Address: 18840 SW Boones Ferry Rd., Suite 200, Tualatin, OR 97062 United States
Phone: 503-603-0872
Fax: 1-877-335-8767
Email: dave@oswegowealth.com
Website: http://www.oswegowealth.com/

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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

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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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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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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

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Drew Garner

Castleview Wealth Advisors View Qualifications

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

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Elisa Ordona

Principal Evoke Financial Planning LLC View Qualifications

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

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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/

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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

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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

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Eric Ross

Truepoint Wealth Counsel, LLC View Qualifications

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

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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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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

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Money Quotient Retreat 2007
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Frank Pare

PF Wealth Management Group, LLC View Qualifications

Address: 1999 Harrison Street, Ste 1650, Oakland, CA 94612 United States
Phone: 510.986.0598
Email: frank@pfwealthgroup.com

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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

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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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Giff Lehman, CFP®, MBA

Integris Wealth Management View Qualifications

Address: 456 Washington Street, Monterey, CA 93940 United States
Phone: 831.620.1717
Fax: 831.333.1713
Email: giff@integriswealth.com
Website: http://www.integriswealth.com

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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

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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/

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Harry Scheyer, CPA/PFS, CFP, CExP

View Qualifications

Address: 7 Leonardo Lane, West Berlin, NJ 08091 United States
Phone: 856) 304-9267
Email: hscheyer@gmail.com

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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

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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

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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

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Jacob Newcomer

Chicory Wealth View Qualifications

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

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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/

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Jake Weatherford

Castle View Wealth Advisors View Qualifications

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

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James Hindes

More Signal Planning View Qualifications

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

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Jamie Bosse, CFP® RFC

Financial Planner KHC Wealth Management Services View Qualifications

Address: 10000 College Blvd., Ste. 260, Overland Park, KS 66210 United States
Phone: 913.345.1881
Fax: 913.345.1810
Email: jbosse@aspyrewealth.com
Website: https://aspyrewealth.com/

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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/

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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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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

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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/

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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/

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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

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Jerry Sutton, PLC

Sutton Advisors View Qualifications

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

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Jessi Chadd, CFP®, M.S.F.S.

Aspyre Wealth Partners View Qualifications

Address: 10000 College Boulevard, Suite 260, Overland Park, KS 66210 United States
Phone: 913.345.1881
Email: jchadd@aspyrewealth.com
Website: https://aspyrewealth.com/

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Jessica Kirwin, MBA

Allison Spielman View Qualifications

Address: 1380 112th Avenue NE, Suite 306, Bellevue, WA 98004 United States
Phone: (425) 889-7848
Email: jkirwin@allisonspielman.com
Website: http://www.allisonspielman.com/

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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

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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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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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Joe Morgan, CFA, CFP®

Principal JWM Wealth Management, LLC View Qualifications

Address: 9000 Crow Canyon Rd., Ste # S177, Danville, CA 94506 United States
Phone: 925.389.3889
Email: joe@jwmwealth.com
Website: http://www.JWMwealth.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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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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Jonathan Smith, CFP®

Pathway Advisors View Qualifications

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

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Joni Lindquist, MBA, CCMC

KHC Wealth Management Services View Qualifications

Address: 10000 College Blvd., Suite 206, Overland Park, KS 66210 United States
Phone: 913.345.1881
Fax: 913.345.1810
Email: jlindquist@aspyrewealth.com
Website: https://aspyrewealth.com/

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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

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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

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Joshua Medvidofsky

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

Address:
Phone:
Email: josh@mgfinancialadvisors.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

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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

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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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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

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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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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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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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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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Kendall King CFP®

Castle View Wealth Advisors View Qualifications

Address: 9112 N. Kelley Ave., Suite B-2, Oklahoma City, OK 73131 USA
Phone: (405) 657-9001
Email: kendall@castleviewadvisors.com
Website: https://castleviewadvisors.com/

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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/

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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/

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

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

Zest Financial Solutions Pty, Ltd View Qualifications

Address: 4/278 Ross River Road, Aitkenvale, Australia
Phone: 1800-283-895
Email: kevinr@zestfinancial.com.au
Website: http://www.zestfinancial.com.au/

Fundamentals of True Wealth™ Planning
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Kyle Goulard, CFP®

Founder & Director of Happiness Goulard Financial Planning, LLC View Qualifications

Address: Virtual, Portland, OR 97204 United States
Phone: 5035679695
Email: kyle@goulardfinancial.com
Website: https://www.goulardfinancial.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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Laura Rotter, CFA, MBA, CFP®

True Abundance Advisors View Qualifications

Address: 11 Winslow Road, White Plains, NY 10606 United States
Phone: 914-222-0832
Email: Laura@TrueAbundanceAdvisors.com

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Lauren Grove CFP®

Financial Planner Yeske Buie View Qualifications

Address: 301 Maple Avenue West, Suite 600, Vienna, VA 22180 United States
Phone: 800.772.1887
Fax: 866.549.4990
Email: laureng@yebu.com
Website: http://www.yebu.com

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Leonard Barry MS, CFP®

Founder & President Yahara Wealth Management View Qualifications

Address: 725 Heartland Trail, Suite 205, Madison, WI 53717 United States
Phone: (608) 467-1010
Email: leonard@yaharawealth.com
Website: https://yaharawealth.com/

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Leslie Ransom, CFP®

Indie Financial Planning, LLC View Qualifications

Address: 4935 N. Mozart St., Chicago, IL 60625 United States
Phone: (847) 868-2252
Email: leslier@indiefinancialplanning.com
Website: http://www.indiefinancialplanning.com/

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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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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

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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

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Completed Implementation Consultation Program

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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Lloyd Yamada

CEO Aspire Planning Associates, Inc. View Qualifications

Address: 19925 Stevens Creek Blvd, Ste 100, Cupertino, CA 95014 United States
Phone: 925.588.7092
Fax: 925.938.3780
Email: Lloyd@aspire-planning.com
Website: http://www.aspire.biz/

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Lori Lustberg CFP®, CDFA, JD

Pathway Financial Advisors, LLC View Qualifications

Address: 8 Arlington Green, South Burlington, VT 05403 United States
Phone: (802) 233-9848
Email: Lori@pathwayadvisors.com
Website: http://www.pathwayadvisors.com/

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Lucas Bucl, CFP®

KHC Wealth Management Services View Qualifications

Address: 10000 College Boulevard, Suite 260, Overland Park, KS 66210 United States
Phone: (913) 345-1881
Fax: (913) 345-1881
Email: lbucl@aspyrewealth.com
Website: https://aspyrewealth.com/

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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/

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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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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 Kulyk, CRPC®

Chicory Wealth View Qualifications

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

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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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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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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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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

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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

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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

Mary Shaltis

Chicory Wealth View Qualifications

Address: 2786 N Decatur Rd., Suite 260, Dacatur, GA 30033 United States
Phone: 404.294.5917
Email: maryshaltis@chicorywealth.com
Website: https://chicorywealth.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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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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Empowering Change
Money Quotient Retreat 2007
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Matthew Starkey, MSFS, CFP®, CAP

President KHC Wealth Management View Qualifications

Address: 10000 College Blvd., Suite 206, Overland Park, KS 66210 United States
Phone: 913.345.1881
Fax: 913.345.1810
Email: mstarkey@aspyrewealth.com
Website: https://aspyrewealth.com/

Fundamentals of True Wealth™ Planning
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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

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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/

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Michael D. Rutter

Senior Financial Advisor & Partner North Star Resource Group View Qualifications

Address: 2701 University Ave SE, Minneapolis, MN 55414 United States
Phone: 612.617.6101
Fax: 612.256.3101
Email: mike.rutter@northstarfinancial.com
Website: http://www.northstarfinancial.com

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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

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Completed Implementation Consultation Program

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
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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 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/

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Mira M. Ma, CFP®

Aspire Planning Associates View Qualifications

Address: 1900 South Norfolk St., Ste 350, San Mateo, CA 94403 United States
Phone: 650.918.6472
Fax: 925.938.3780
Email: mira@aspire-planning.com
Website: http://www.aspire-planning.com

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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

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Nate Johnson

Truepoint Wealth Counsel, LLC View Qualifications

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

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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

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Completed Implementation Consultation Program
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Nestor Vargas

CEO & Lead Planner Green Mountain Planning View Qualifications

Address: 2614 S Orchard St, Denver, CO 80228 United States
Phone: 9706208688
Email: nestor@greenmountainplanning.com
Website: https://www.greenmountainplanning.com

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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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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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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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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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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
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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/

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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/

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Paul Fain, CFP®

President 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: pkf@assetplanningcorp.com
Website: http://www.assetplanningcorp.com/

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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

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Completed Implementation Consultation Program

Paul Sydlansky

Lake Road Advisors View Qualifications

Address: 37 Front St., Binghampton, NY 13905 United States
Phone: (607) 821-1033
Email: paul@lakeroadadvisors.com
Website: https://www.lakeroadadvisors.com/

First Step Cash Management System™

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/

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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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Money Quotient Gathering 2015
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Rebecca Gaylor

Active Money Management, Inc View Qualifications

Address: 11811 N. Tatum Blvd., Suite 2200, Phoenix, AZ 85028 United States
Phone: 602.494.7641
Email: beckyg@gammi.com

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Rebecca Walsh, CFP®

Pathway Financial Advisors, LLC View Qualifications

Address: 2 Market St., 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: 3701 Paseo Del Norte NE, Albuquerque, NM 87113 United States
Phone: (505) 944-8404
Email: richard@jacksonrfw.com
Website: http://www.JacksonRFW.com

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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 DR, SARASOTA, FL 34231 United States
Phone: 9413205532
Email: rick@suncoastadvisorygroup.com
Website: http://www.suncoastadvisorygroup.com

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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

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Money Quotient Retreat 2008
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Rick Schultenover

View Qualifications

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

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Robb Severdia

Financial Planner Cross Financial Management View Qualifications

Address: 16100 NW Cornell Rd #240, Beaverton, OR 97006 United States
Phone: 503.789.9411
Email: robb.severdia@lpl.com
Website: http://www.gotorobb.com

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Robert Baltzell CFE

RLB Financial, LLC View Qualifications

Address: 4402 North Willow Road, Ozark, MO 65721 United States
Phone: (213) 260-5348
Email: robert@rlbfinancial.com
Website: https://www.rlbfinancial.com/

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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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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

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Roger A. Shake, CFP®, RLP®

Legacy Consulting Group View Qualifications

Address: 5000 Legacy Drive, Suite 450, Plano, TX 75024 United States
Phone: 972.599.4750
Fax: 972.599.4751
Email: rshake@legacyconsultinggroup.com
Website: http://www.LegacyConsultingGroup.com

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Roman A. Groch, BA, CFP®, CPCA, EPC

Senior Financial Advisor HollisWealth View Qualifications

Address: 449 Thorold Road, Welland, ON L3C 3W7 Canada
Phone: 905-735-5555
Fax: 905-735-5553
Email: Roman.Groch@HollisWealth.com
Website: http://www.RomanGroch.ca

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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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Veteran MQ Financial Life Planner
Money Quotient Retreat 2007
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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/

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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

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Rowland Pepito, CFP ®

Financial Life Focus View Qualifications

Address: 70 South Orange Ave, Suite 245, Livingston, NJ 07039 United States
Phone: (973) 533-0666
Fax: (973) 533-6460
Email: rpepito@financial-lifefocus.com
Website: https://financial-lifefocus.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

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

Complete True Wealth™ Planning Tool Kit
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

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

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

Stacie Nemetz

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 USA
Phone: 9528440995
Email: Stacy.Friedges@jnba.com
Website: https://jnba.com/

Stephanie Betz

RBC Wealth Management View Qualifications

Address: 7650 Edinborough Way, Suite 800, Edina, MN 55435 United States
Phone: (952) 838-7011
Email: stephanie.betz@rbc.com
Website: https://www.rbc.com/about-rbc.html

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

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

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

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

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
In-Depth Data Gathering & Goal Setting
Veteran MQ Financial Life Planner

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

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

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

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 Piro CFP®, AWMA

BakerAvenue Wealth Management View Qualifications

Address: 301 Battery St., 2nd Floor, San Francisco, CA 94123 United States
Phone: 4152364792
Email: tpiro@bakerave.com
Website: http://www.bakerave.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Tyler Elliott, JD, CFP®

Owner & Principal Watershed Wealth Planning LLC View Qualifications

Address: 205 SE Spokane St., Suite 300, 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

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

William White, AIF®, MBA

Birchfield Partners, LLC View Qualifications

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

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program

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®

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

3-day training course, a required course

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

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

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

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

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.

A complete suite of client tools and educational materials

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

Cicily Maton, CFP® 4

David Harpool, AAMS 4

David Yeske, CFP® 4

Elissa Buie, CFP® 4

Emilie Goldman, CFA, CFP® 4

Georgia Lee Hussey, CFP® 3

Jack Arnold 4

Jason A. Smith, CFP® 3

Jeffrey Wheeler, JD 4

Kevin Stevens, CFP® 4

Kim Rosenberg, CFP® 4

Kshitija 2

Lexi Olian, CFP® 4

Mark Silverman, CFP® 4

Melinda Davis, CFP®, CRPC 4

Michael Kay, CFP® 4

Michelle Maton, CFP®, EA, RLP® 4

Paul Cordero CFP, EA 3

Stephen Hazel, CFP®, AIF®, ChFC®, RICP® 4

Tanya Steinhofer, CFA, CFP® 2

Tejal Gandhi, M.Com. DSM, CFP® 2

Vishal Dhawan, CFP®, MBA 2

William D. Pitney, MBA, CFP®,CeFT® 2

Aaron Lieberman, CFP®

Adam Lipton

Adrienne Ross, CFP®, ChFC®, AFC®

Alec Williamson, CFP®

Alecia L Modahl, JD, LLM, CFP®

Alexandra Demosthenes CPA/PFS, CFP®

Alexandra Ollinger

Andrew Crone

Andrew Mohrmann

Andrew Sivertsen, CFP®, CeFT®, CAP®

Angela O'Neil

Anne B. Johnston, CFP®, CIMA®, ChSNC®

Annette Brinton, CFP®

Annie Book, CLTC, ChFC

Aries Jimenez, CFP®

Autumn Campbell, CFP®

Benjamin Gilbert, CFP®

Beth McClelland, MBA, CDFA, CFP®

Bill Connor, CFA, CFP

Bill Toner, CFP®, AIF®

Blake Price

Brad Michels CFP®,OPFC

Bradley Allen, CFP®

Brenna Jensen-Baucum, CFP®

Brent Hunsberger, CFP®

Brent Lince, CFP®

Brian Kampbell, CFP®, ChFC®

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

Brian Bishop, CFP®, CPA/PFS

Caleb Brown

Candice McGarvey

Carolyn Larsen-Wieber, CPA, PFS

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

Charlie Mattingly CFP®, MBA

Christina Kramlich CFP®, MBA

Christina Traurig CFP®, MBA

Christine Carlton

Christine Haviaris, CPA

Christopher Castles, CPA, CFP®, AICD

Christopher Girbes-Pierce

Christopher Hamm

Christopher Mastley, CFP®

Christopher Urban

Christy Pedersen MBA, CFA, CFP®

Courtney Weber

Craig Childress, CFP®, ChFC, CLU

Dan Kirslis

Dan Peters, CFP®

Daniel McNabb

Danielle Howard, CFP®

David Riback, CRC®

David Wargin

Deanna Sicking

Denise Tuemmler, CFP ®, MBA

Dennis Clavin, CFP®

Drew Garner

Cicily Maton, CFP®

David Harpool, AAMS

David Yeske, CFP®

Elissa Buie, CFP®

Emilie Goldman, CFA, CFP®

Georgia Lee Hussey, CFP®

Jack Arnold

Jason A. Smith, CFP®

Jeffrey Wheeler, JD

Kevin Stevens, CFP®

Kim Rosenberg, CFP®

Kshitija

Lexi Olian, CFP®

Mark Silverman, CFP®

Melinda Davis, CFP®, CRPC

Michael Kay, CFP®

Michelle Maton, CFP®, EA, RLP®

Paul Cordero CFP, EA

Stephen Hazel, CFP®, AIF®, ChFC®, RICP®

Tanya Steinhofer, CFA, CFP®

Tejal Gandhi, M.Com. DSM, CFP®

Vishal Dhawan, CFP®, MBA

William D. Pitney, MBA, CFP®,CeFT®