MQ Partner and YeskeBuie Co-CEO Yusuf Abugideiri has been named the FPA National Capital Area Chapter’s 2025 Financial Planner of the Year. This award recognizes excellence in leadership, service, innovation, mentorship, and impact on the profession. Even more meaningful—YeskeBuie Founding Partner Elissa Buie was the award’s very first recipient nearly 25 years ago. Congratulations, Yusuf, […]
Community Updates
Derek Hagen Featured in Kitces Weekend Reading
MQ Financial Behavior Specialist Derek Hagen was recently featured in Kitces Weekend Reading, highlighting his perspective on procrastination. Rather than a lack of willpower, Derek reframes procrastination as ambivalence—being pulled between two valid choices. His approach: replace judgment with curiosity. By understanding what’s driving each side, individuals can make more intentional, values-aligned decisions. A great […]
At the end of 2025, longtime MQ Partners David Yeske and Elissa Buie stepped into retirement—capping decades of contribution to the profession they helped shape. Their next chapter? More leisure, more travel, and more time aboard their canal boat in London’s Limehouse Basin. (Yes, they’ve traded office views for waterside living.) We’re thrilled to see […]
Michael Kay’s New Book Launches February 3rd
Longtime MQ partner (now retired) Michael F. Kay is about to release a deeply personal new project: How to Craft Your Chapter X—a guide for high-performing men to discover meaning (and joy) in retirement. The book draws from Michael’s years of client work and podcast conversations with men navigating identity, purpose, and fulfillment after long […]
Lev Mandel Publishes Money Is Weird
Big congratulations to Lev Mandel, MQ Partner and financial life strategist, on the release of his new workbook: Money Is Weird. This book invites readers to build self-awareness, explore their money stories, and develop a more compassionate relationship with money. It’s not about “making it”—it’s about making peace. Written in a reflective, playful tone and […]
Tanya Steinhofer Hosts a Meaningful Client Event 🎉🎉
Congratulations to Tanya Steinhofer, CFP®, CFA, for hosting a powerful and heartfelt client appreciation event earlier this month! The evening wasn’t just about saying thank you—it was about creating space for connection, reflection, and meaningful dialogue. Tanya’s approach demonstrates how client events can move beyond wine and presentations to deepen relationships and spark values-based conversations. […]
Cordis Financial Featured on New Planner Podcast
MQ Partner Jeanna Fifer and recent Fundamentals graduate Kristin Baker were featured on a recent episode of the New Planner Podcast with Caleb Brown. The conversation offers an inside look at their unique paths into the profession and how they’ve built a collaborative, life-centered approach at Cordis Financial. Jeanna shares her journey from early career […]
MI in the Spotlight at the Financial Transitionist Institute Conference
If you’re attending the Financial Transitionist Institute conference this month, be sure to stop by and say hello! MQ’s own Derek Hagen will be sharing the stage for a session on Motivational Interviewing—how it supports client transitions, deepens trust, and aligns beautifully with the Financial Transitionist approach. Derek will be joined by: Laura Barry, CFP®, […]
Becky Walsh Featured on the Kitces Podcast
MQ Partner Becky Walsh was recently featured on the Financial Advisor Success podcast with Michael Kitces, where she shared how her firm, Oak Maple, is using Money Quotient tools, working sessions, and a values-based planning process to efficiently serve “Earners Wanting Advice Now” (EWANs). In this rich conversation, Becky outlines how her team blends emotional […]
MQ Partner Jane Mepham at XYPN LIVE
MQ Partner Jane Mepham recently presented at XYPN LIVE 2025, sharing her expertise on a topic with growing relevance: the intersection of immigration and financial planning. In her session, Jane offered actionable strategies for foreign nationals on non-immigrant work visas (H-1B, TN, E-3, L-1, O-1), helping advisors better understand the unique planning challenges these clients […]