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 […]
Community Updates
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 […]
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 […]
Money Quotient Welcomes New MQ Partners
Following the completion of our training course in June, we are happy to introduce the newest members of the MQ Community! Stephanie Allen – Castlepoint Wealth Advisors Kristen Buchman – Castlepoint Wealth Advisors Barry Betters – Cornerstone Financial Planning Bethany Goodrich – Cornerstone Financial Planning Devon Braun – WillKate Casey Franken – WillKate Dillion Cobb […]
Joanne Burke CFP® Shout-Out to MQ
MQ Partner Joanne Burke, CFP®, CPA/PFS, MA, appeared on a May 2022 episode of “Shaping Change.” She was kind enough to mention Money Quotient when sharing her takeaways from the 2022 Retirement & Longevity Summit. Thank you for the kind words, Joanne!
Congrats to Corey Beal for Making 40/40
InvestmentNews has shared its 2022 class of “40 Under 40,” featuring top financial advisors, wealth managers, asset managers, and academic leaders in finance under 40 years of age. Congratulations to MQ Partner Corey Beal, CFP®, for making the list!
Ginger Ames Earns CFP® designation
Money Quotient is proud to announce that one of the newest members of the MQ Community has earned her CERTIFIED FINANCIAL PLANNER™ designation after fulfilling the experience requirement. Congratulations, Ginger!
Michael Kay Obtains Coaching Certificate
As we celebrate a strong community of life-long learners, Money Quotient congratulates long-time MQ Partner Michael Kay for obtaining his Certified Life Coach certificate. We are confident that his leadership will enrich the lives of all he works with!
MQ Advisory Board Update
Money Quotient believes that great strength can be found in extraordinary leadership. As such, we would like to recognize the contributions of our MQ Advisory Board members Jeanna Fifer, CFP®, CPWA®, Willam Pitney, MBA, CFP®, AIF®, CeFT®, CLU®, and Steven Hazel, CFP®. We would also like to welcome two new MQ Advisory Board members, Jacob Newcomer, […]