Many companies that wish to reduce inequality, boost environmental sustainability, and promote social change seek recognition as a B-Corp. Money Quotient is thrilled to note that MQ Partner Lexi Olian’s firm, The Humphreys Group, has recently qualified for this very prestigious achievement. We applaud their hard work and commitment to bettering their community!
Community Updates
May Anniversaries
This month, the following MQ Partners are celebrating their 5+ year anniversaries with the MQ Community! Georgia Hussey 10 Years Modernist Financial Evan Russell 19 Years Security First Advisors . . Rick Kahler 12 Years Kahler Financial Evan Shorten 16 Years Paragon Financial Partners . . Stacy Rerick 19 Years Security First Advisors Ron Wilkinson […]
MQ Partner Laura Stansell Named to Forbes’ “Top Women Wealth Advisors” list
Operating in California, MQ Partner Lauren Stansell is the first Yeske Buie team member to be recognized on Forbes’ “Top Women Wealth Advisors Best-in-State” list. Money Quotient joins those in our community in sharing a hearty congratulations for this outstanding achievement!
MQ Partner Rick Kahler publishes “Coupleship Inc.”
“A romantic relationship is one of the most important emotional decisions we make in our lifetime. It is also one of the most important financial decision of our lives. When partners commit, they merge their individual and often complicated relationship with money that also creates a financial partnership, which we call Coupleship Inc.” MQ Partner […]
February Fundamentals Graduates
We’d like to recognize and congratulate our first 2023 graduating class of the Fundamentals of True Wealth™ Planning training course. This comprehensive five-day course provided the philosophical foundation and academic theories that have shaped Money Quotient’s unique model of life-centered financial planning. In addition, it provides hands-on experience with facilitating meaningful discovery and motivating goal […]
Congratulations to Anna & Brenna
With much gratitude and love, we watched, waved, and cheered, as two of our MQ team members “flew the coup” to launch some new exciting endeavors! A big congratulations to Brenna Baucum as she launched her new firm, Collective Wealth Planning, providing values-based and life-centered comprehensive financial planning to the lucky citizens of Salem, OR. […]
What Will Be Your Body of Work?
In a recent article in the Journal of Financial Planning, MQ Partner Neal Van Zutphen, CFP®, FBS, CRPC reminisces on his own career and the insights he has gained by spending time recording and compiling a composition of his “body of work.” From failures to a “feel good file,” he explores the ultimate rewards of being […]
August Anniversaries
MQ Partners who are celebrating their 8+ years Anniversaries Gregg Clarke, CFP® 12 Years Meritas Wealth Management Jeremy Levinn, CFP® 8 years Financial Life Focus, LLC Michael Kay, CFP®, CPA 17 Years Financial Life Focus, LLC Jason Smith, CFP® 11 Years Hausman Advisors, LLC Hugues Rivard, CFP®, MBA 17 Years Financial Life Focus, LLC Paul Strebel 19 years […]
Jane Mepham’s Work at The Harvard Business School
Jane Mepham, a Ken Gillaspie Legacy Fund recipient in 2021, continues to impress the MQ Community. MQ Implementation Consultant Johnny Roland was excited to share the following during a recent conversation: “During my last ICP (Implementation Consulting Program) meeting with Jane, she shared that she recently gave a financial planning webinar to foreign-born students of […]
July MQ Partners Celebrating Anniversaries!
In July, the following MQ Partners celebrated their 5+ year anniversaries with the MQ Community! Thom Allison, CFP® 12 years The Mather Group Kaya Ladejobi, CFP® 5 years Earn Into Wealth Strategies, LLC Virginia Harriett, CFP®, CLTC, AIF® 18 years Lincoln Investment Planning, Inc. Aaron D. Lieberman, CFP® 5 years Marathon Wealth Management, Inc. Kirsten […]