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.

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/

Complete True Wealth™ Planning Tool Kit
First Step Cash Management System™
Fundamentals of True Wealth™ Planning
Veteran MQ Financial Life Planner
Money Quotient Retreat 2020
Platinum Level MQ Endorsement
Gold Level MQ Endorsement

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/

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

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
Platinum Level MQ Endorsement

Dan Kirslis

Chicory Wealth View Qualifications

Address: Decatur, GA 30033 United States
Phone: 404.294.5917
Email: dankirslis@chicorywealth.com
Website: https://chicorywealth.com/

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

David Harpool

Partner AVID Advisory and Investment Group View Qualifications

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

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

David Yeske, CFP®

Yeske Buie, Inc. View Qualifications

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

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

Emilie Goldman, CFA, CFP®

Tamarind Financial Planning View Qualifications

Address: 1900 S. Norfolk, Suite 350, San Mateo, CA 94403 United States
Phone:
Email: emilie@tamarindfinancial.com
Website: http://www.tamarindfinancial.com

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
Platinum Level MQ Endorsement
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
Gold Level MQ Endorsement
Money Quotient Gathering 2017
Money Quotient Retreat 2016
Money Quotient Retreat 2018

Jack Arnold

AVID Advisory and Investment Group View Qualifications

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

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

Jacob Newcomer, CFP®

Chicory Wealth View Qualifications

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

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

Jason A. Smith, MSFP, CFP®

Wealth Advisor Buckingham Strategic Wealth View Qualifications

Address: P.O. Box 1788, Hood River, OR 97031 United States
Phone: 503.922.3010
Email: jsmith@buckinghamgroup.com
Website: https://buckinghamstrategicwealth.com/locations/hood-river

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

Jeffrey Wheeler, JD

the wealth collaborative, Inc. View Qualifications

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

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

Jennifer Luzzatto, CFA, CFP®

President Summit Financial Partners, Inc. View Qualifications

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

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

Josh Ackerman, CFP®

Context Financial, LLC View Qualifications

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

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

Kim Rosenberg, CFP®

Managing Principal Coldstream Wealth Management View Qualifications

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

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

Kshitija

Director Gaining Ground Investment Services Pvt Ltd View Qualifications

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

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

Lauren Stansell CFP®

Yeske Buie View Qualifications

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

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

Lexi Olian, CFP®

Director of Financial Planning Humphreys Group View Qualifications

Address: 220 Montgomery St., Suite 1850, 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
Platinum Level MQ Endorsement
Money Quotient Gathering 2017
Money Quotient Gathering 2019
Money Quotient Retreat 2018
Money Quotient Retreat 2020

Maggie Kulyk, CRPC®

Chicory Wealth View Qualifications

Address: 3904 N Druid Hills Rd #366, Decatur, GA 30033 United States
Phone: 404.294.5917
Email: maggiekulyk@chicorywealth.com
Website: https://chicorywealth.com/

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

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
Platinum Level MQ Endorsement
Money Quotient Gathering 2017
Money Quotient Gathering 2019

Mary Shaltis

Chicory Wealth View Qualifications

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

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

Melinda Davis, CFP®, CRPC

Davis Wealth Advisors View Qualifications

Address: 12 Stiles Road, Suite 203, Salem, NH 03079 United States
Phone: (603) 475-7644
Email: team@daviswealthadvisors.net
Website: https://www.daviswealthadvisors.net/

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

Michael Kay, CFP®

President Financial Life Focus, LLC View Qualifications

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

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

Michelle Maton, CFP®, EA, RLP®

The Planning Center, Inc View Qualifications

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

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

Mike Sigmon, CFP®

Summit Financial Partners View Qualifications

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

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

Paul Cordero CFP, EA

Attune Financial Planning View Qualifications

Address: 4040 Civic Center Drive, Suite 200, San Rafael, CA 94903 United States
Phone: 415-498-1447
Email: paul@attunefp.com
Website: http://www.attunefp.com

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

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

Founder Magnificent Life Financial Planning View Qualifications

Address: 1611 E Warner Rd Suite 4, Tempe, AZ 85284 United States
Phone: (480) 219-6508
Fax: (480) 977-2828
Email: steve@magnificentlifefp.com
Website: https://magnificentlifefp.com/

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

Tanya Steinhofer, CFA, CFP®

Principal Redwood Grove Wealth Management View Qualifications

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

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
Silver Level MQ Endorsement
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: 3/70, Navjivan Commercial Premises, Mumbai, MAHARASHTRA 400008 India
Phone: 9821152591
Email: tejalgandhi01@yahoo.com
Website: http://www.moneymattersindia.com

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

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
Silver Level MQ Endorsement
In-Depth Data Gathering

William D. Pitney, MBA, CFP®, CeFT®, CLU®

Financial Planner and Coach FocusYOU View Qualifications

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

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

Aaron Lieberman, CFP®

Managing Director Marathon Wealth Management, Inc. View Qualifications

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

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

Abby Morton, CFP®

Gather Financial Planning View Qualifications

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

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Adam Lipton

Truepoint Wealth Counsel, LLC View Qualifications

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

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

Adrienne Ross, CFP®, ChFC®, AFC®

Clear Insight Financial Planning, LLC View Qualifications

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

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

Agatha Johnson, CFP®, CPWA

Founder & Owner Will Kate View Qualifications

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

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

Alecia L Modahl

Modahl Collaborative View Qualifications

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

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

Alexandra Demosthenes CPA/PFS, CFP®

Director of Financial Planning Investment Advisory Professionals, LLC View Qualifications

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

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

Alexandra Ollinger

Truepoint Wealth Counsel, LLC View Qualifications

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

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

Allan Moskowitz, CFP®, AIF®

CEO Transformative Wealth Management, LLC View Qualifications

Address: 6317 Fairmount Avenue, El Cerrito, CA 94530 USA
Phone: 510-524-5500
Email: allan@transformativewealthmgt.com
Website: https://www.investingwithheart.com

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Allen Sakon, CFP, CPA, CFT-I

View Qualifications

Address: 1565 Coralwood Ct, Decatur, GA 30033 United States
Phone: 14046250964
Email: allensakon@gmail.com

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

Amanda Delmonico

Dash Capital Advisors View Qualifications

Address: 620 Fox Hunt Drive, Victor, NY 14564 USA
Phone: 585-749-8613
Email: amanda@dashcapitaladvisors.com

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

Amber Miller, CFP®

Rising Financial View Qualifications

Address: 2651 Parkview Blvd, Robinson, MN 55422 United States
Phone: (763) 494-0095
Email: amber@rising-financial.com
Website: https://www.theplanningcenter.com/

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

Amy Parrish, AWMA®

Highland Trust Partners View Qualifications

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

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

Andrea Oliver, CFP®

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

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

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

Andrew Baxley, CFP®

The Planning Center View Qualifications

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

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

Andrew Mitchell, CFP®

CAPTRUST View Qualifications

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

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

Andrew Sivertsen, CFP®, CeFT®, CAP®

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

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

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

Angela O'Neil

The Strebel Planning Group View Qualifications

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

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

Anil Gulrajani CFP®

Plan for Life View Qualifications

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

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Ann Garcia, CFP®

Independent Progressive Advisors View Qualifications

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

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Anne B. Johnston, CFP®, CIMA®, ChSNC®

Managing Director, Wealth Advisor Created Wealth Advisory View Qualifications

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

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

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

Ariadne Horstman, CFP®, RLP

Tamarind Financial Planning View Qualifications

Address: 530 Lytton Avenue, 2nd Floor, Palo Alto, CA 94301 United States
Phone: (650) 687-7089
Email: ariadne@tamarindfinancial.com
Website: https://tamarindfinancial.com/

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

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

Barry Betters, CFP®

Cornerstone Financial Planning View Qualifications

Address: 38 Union Wharf, Portlanfd, ME 04101 United States
Phone: 2077728133
Email: barry@cornerstoneplanning.com
Website: https://www.cornerstoneplanning.com/

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

Becky Walsh, CFP®

Oak Maple Finance View Qualifications

Address: 35 King Street, Burlington, VT 05401 United States
Phone: 802-662-2880
Email: becky@oakmaple.com
Website: https://www.oakmaple.com

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

Bethany Goodrich, CFP®, MBA

Cornerstone Financial Planning View Qualifications

Address: 38 Union Wharf, Portland, ME 04101 United States
Phone: (207) 650-6960
Email: bethany@cornerstoneplanning.com
Website: https://www.cornerstoneplanning.com/

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

Beverly Barnes

CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691411
Email: beverly.barnes@captrust.com
Website: https://www.captrust.com/

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

Beverly Whitman, CPA, CFP®

Whitman Wealth Management View Qualifications

Address: 466 Town Plaza Ave., Suite 330, Ponte Vedra, FL 32081 United States
Phone: (904) 436-5223
Email: beverly@whitmanwealth.com
Website: https://www.whitmanwealth.com/

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

Bill Nickles, AIFA®

Yellow Dog Financial View Qualifications

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

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

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 Allen, CFP®

trueNorth Wealth Advisors View Qualifications

Address: 1380 112th Avenue NE, Suite 306, Bellevue, WA 98004 United States
Phone: (425) 889-7848
Email: ballen@truenorthwa.com

Complete True Wealth™ Planning Tool Kit
Fundamentals of True Wealth™ Planning
Money Quotient Gathering 2017
Money Quotient Gathering 2019
Money Quotient Retreat 2010
Money Quotient Retreat 2014
Money Quotient Retreat 2018

Brad Caldwell

CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691411
Email: brad.caldwell@captrust.com
Website: https://www.captrust.com/

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Bradley Hilton

Sonas Financial Planning View Qualifications

Address: 4189 Dunwood Ter, Atlanta, GA 30341
Phone:
Email: bradley@sonasfp.com
Website: https://www.sonasfp.com/

First Step Cash Management System™

Breck Judd

Senior Financial Advisor SBSU Financial Services View Qualifications

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

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

Brenna Baucum

Founder Collective Wealth Planning LLC View Qualifications

Address: 1115 Madison St NE #1076, Salem, OR 97301 United States
Phone: 5034761142
Email: brenna@collectivewealthplanning.com
Website: https://collectivewealthplanning.com/

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Brent Hunsberger, CFP®

Silver Oak Advisory Group View Qualifications

Address: 1130 SW Morrison St., Suite 312, 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®

CGN Advisors View Qualifications

Address: 1293 NE Parkside Dr, Hillsboro, OR 97124 United States
Phone: (971) 217-7537
Email: brent@lincefinancialplanning.com
Website: http://lincefinancialplanning.com/

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

Brian Tegtmeyer, CFP®

Truly Prosper Financial Planning, LLC View Qualifications

Address: 6605 Longshore Street, Columbus, Ohio 43017 United States
Phone: 614-259-7737
Email: brian@trulyprosperfp.com
Website: https://trulyprosperfp.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Brooke Trinh, PhD, CFP®

trueNorth Wealth Advisors View Qualifications

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

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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

Cärin Viertel

JNBA Financial Advisors View Qualifications

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

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Cecilia Brown, CFP®

C. Beach Brown, LLC

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

Cecilia Fleming, CFP®

Associate Financial Planner Kahler Financial Group View Qualifications

Address: 1010 9th Street, Suite 1, Rapid City, SD 57701 United States
Phone: 605-343-1400
Email: cecilia@kahlerfinancial.com
Website: https://kahlerfinancial.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

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

Member Mirus Planning, LLC View Qualifications

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

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

Chanon MacDonald

CAPTRUST View Qualifications

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

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Charlie Mattingly CFP®, MBA

Principal Leading Edge Financial Planning View Qualifications

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

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In-Depth Data Gathering

Chris Bradshaw

Cosca Pty, Ltd View Qualifications

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

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In-Depth Data Gathering & Goal Setting

Chris Pollard, CFP®, MBA, EA

Principal Great Path Planning View Qualifications

Address: 10 Matthews St., Goshen, NY 10924 United States
Phone: (845) 397-7284
Email: chris.pollard@greatpathfp.com
Website: https://greatpathfp.com/

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

Chris Urban, CFP®, RICP®

Founder Discovery Wealth Planning, LLC View Qualifications

Address: 1660 International Dr., Suite 600, McLean, VA 22102 United States
Phone: 703-281-3735
Email: chris@discoverywp.com
Website: https://www.discoverywp.com/

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In-Depth Data Gathering & Goal Setting

Christi Van Rite

Owner White River Investments View Qualifications

Address: 1303 Deloney St., Austin, TX 78271 United States
Phone: (512) 809-0898
Email: christi@whiteriverinvestments.com
Website: https://www.whiteriverinvestments.com/

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Christina Traurig CFP®, MBA

Cornerstone Financial Planning View Qualifications

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

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

Christine Carlton

Truepoint Wealth Counsel, LLC View Qualifications

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

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Christine Haviaris, CPA

View Qualifications

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

First Step Cash Management System™

Christopher Castles CPA CFP® FAICD

Cosca Personal Wealth Pty Ltd View Qualifications

Address: PO Box 381, INGHAM, QLD 4850 Australia
Phone: 1800 283 895
Email: ccastles@cosca.com.au
Website: https://cosca.com.au/

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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 Hill, CFP®, CeFT®

Ambient Financial Advisors View Qualifications

Address: 2919 Valmont Rd., Suite 109, Boulder, CO 80301 United States
Phone: 3037475688
Email: christopher.hill@ambientfinancialadvisors.com
Website: https://ambientfinancialadvisors.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Christopher Mastley, CFP®

JNBA Financial Advisors View Qualifications

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

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Cliff Taylor

CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691411
Email: cliff.taylor@captrust.com
Website: https://www.captrust.com/

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Corey Beal, CFP®

CEO & Director of Joy Empowering Finance View Qualifications

Address: 3924 SE 28th Ave, Portland, OR 97292 United States
Phone: 503-213-6463
Email: corey@empoweringfinance.com
Website: https://empoweringfinance.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Courtney Weber

Truepoint Wealth Counsel, LLC View Qualifications

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

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Craig Reed

CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691411
Email: craig.reed@captrust.com
Website: https://www.captrust.com/

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Dan Blair

Regions Asset Management View Qualifications

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

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

Dan McIntosh CFP®

Selectpath Benefits & Financial View Qualifications

Address: 310‑700 Richmond Street, London, Ontario N6A 5C7 Canada
Phone: (519) 675-1177
Email: dmcintosh@selectpath.ca

In-Depth Data Gathering
In-Depth Data Gathering & Goal Setting

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/

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

Daniel Johnson, CFP®

Forward Thinking Wealth Management View Qualifications

Address: 1700 W. Market St., #192, Akron, OH 44313 United States
Phone: (330) 835-6205
Email: dan@forwardthinkingwm.com
Website: https://forwardthinkingwm.com/

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

Danielle Howard, CFP®

Wealth By Design View Qualifications

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

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

Darren Beck

Financial Planner Pathway Financial Advisors View Qualifications

Address: 2000 Riveredge Parkway, Suite 640, Atlanta, GA 30328 United States
Phone: 4048124979
Email: dbeck@pathwayadvisors.com
Website: https://www.pathwayadvisors.com/

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

Darryl L. Edmonds

Partner, Founder, and Chairman CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153771951
Fax: 6158508073
Email: darryl.edmonds@captrust.com
Website: https://www.captrust.com/

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David Hicok, CHFC

President Hicok Financial Solutions View Qualifications

Address: 1101 Dove Street, #100, Newport Beach, CA 92660
Phone:
Email: david@hicokfinancial.com

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

David Wargin

Liberty Financial Group, Inc. View Qualifications

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

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

Dean Pratt

Cosca Pty, Ltd View Qualifications

Address: 3/35 Vanessa Blvd, Springwood, Queensland, 4217 Australia
Phone: 614 33 079 579
Email: dpratt@cosca.com.au
Website: https://cosca.com.au/

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

Deanna Sicking

Truepoint Wealth Counsel, LLC View Qualifications

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

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Debbie Gallant, CFP®, RLP, ChFC, RICP

Principal and Lead Advisor Gallant Financial Planning, LLC View Qualifications

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

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Debbie Macintosh

Quest Financial Coaching View Qualifications

Address: 1985 Riviera Dr., Suite 103, Mount Pleasant, SC 29464
Phone:
Email: dmacintosh58@gmail.com

First Step Cash Management System™

Denise Tuemmler, CFP ®, MBA

Protected Investors of America View Qualifications

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

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Fundamentals of True Wealth™ Planning
Money Quotient Retreat 2020

Dennis Clavin, CFP®

Complete Wealth Management Solutions View Qualifications

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

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

Dillon Cobb, CPA, CFP®

President Simply Human Advisors View Qualifications

Address: 282 Butterfield Trail Rd. , Tuscola, TX 79562 United States
Phone: (325) 665-8600
Email: dillon@simplyhumanadvisors.com

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Drew Digby

Financial Planner CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691406
Email: drew.digby@captrust.com
Website: https://www.captrust.com/

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Durell Buzzini

View Qualifications

Address:
Phone:
Email: durell.buzzini@ubs.com

First Step Cash Management System™

Elise Huston, CFP®

JNBA Financial Advisors View Qualifications

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

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Eric Johnson

Chief Executive Officer Personal Benefit Services Wealth Management View Qualifications

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

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program

Eric Kies, CFP®, AIFA, CRPS

The Planning Center View Qualifications

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

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

Eric Rodriguez, CFP®

Founder Wealthbuilders View Qualifications

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

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

Erik C. Milam CFP®, RLP®

Partner, Financial Planner CAPTRUST 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@captrust.com
Website: https://www.captrust.com/

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Money Quotient Retreat 2020

Evan Shorten, CFP®

President and Founder Paragon Financial Partners View Qualifications

Address: 5850 Canoga Avenue, Suite 400, Woodland Hills, CA 91367 United States
Phone: 310.557.1515
Email: evan@paragonfinancialpartners.com
Website: http://www.paragonfinancialpartners.com

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

Francisco Ayala, CFA, MBA

The Coleridge Group View Qualifications

Address: 11811 N Tatum Blvd., Suite 3031, Phoenix, AZ 85028 United States
Phone: 623-252-6661
Email: francisco@coleridgegroup.com
Website: https://www.coleridgegroup.com/

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

Fritz Brauner

President The Brauner Company View Qualifications

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

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

Gary Birdsall, Jr. CFP®, JD

Hassell Wealth Management View Qualifications

Address: 300 Lafayette St., Suite 200, Houma, LA 70360 United States
Phone: 985-868-9881
Email: gary@hassellwealth.com
Website: https://www.hassellwealth.com/

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

Gary Dean

CEO CAPTRUST View Qualifications

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

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Georgina Loxton CFA

Founder Liberty Wealth View Qualifications

Address: 10 Market Street, Suite 924, Camana Bay, Grand Cayman KY1-9006 Cayman Islands
Phone: (345) 516-2695
Email: georgie@libertywealth.ky
Website: http://www.libertywealth.ky/

First Step Cash Management System™

Gregg Clarke, CFP®

Meritas Wealth Management, LLC View Qualifications

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

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

Gretchen Cole

Pearl Wealth View Qualifications

Address: 915f NW 19th Ave., Portland, OR 97209 United States
Phone: (503) 784-5209
Email: gretchen@pearlwealthllc.com
Website: https://pearlwealthllc.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Gus Kristoferson, CFP®, CFA

Money on the Mind, LLC View Qualifications

Address: 5014 42nd Avenue S., Seattle, WA 98118 United States
Phone: (206) 590-5014
Email: gus@moneyonthemindfp.com
Website: https://moneyonthemindfp.com

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

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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Haley Grotbeck

JNBA Financial Advisors View Qualifications

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

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In-Depth Data Gathering

Hannah Lindell

Associate CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 615-277-9472
Fax: 615-522-5392
Email: hannah.lindell@captrust.com
Website: https://www.captrust.com/

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Hans Manseth, CFP®

Investment adviser Representative Equity Services, Inc. View Qualifications

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

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

Heather Spencer

Sr. Wealth Advisor & Shareholder Truepoint Wealth Counsel, LLC View Qualifications

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

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Hugues Rivard, CFP®

Financial Life Focus View Qualifications

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

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

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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Complete True Wealth™ Planning Tool Kit

J.J. Sessions

The Planning Center, Inc View Qualifications

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

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

Jacob Rothman, CFPⓇ, CPA, CFA

Portfolio Manager Rothman Investment Management View Qualifications

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

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

Jane MacDonald

Financial Planner CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691411
Email: jane.macdonald@captrust.com
Website: https://www.captrust.com/

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Jane Mepham, CFP®

Founder & Principal Advisor Elgon Financial Advisors, LLC View Qualifications

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

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Janel Carroll, CPA, CFP®, CDFA

Wealth Advisor & Principal Truepoint Wealth Counsel, LLC View Qualifications

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

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Jay Burchfield

CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691411
Email: jay.burchfield@captrust.com
Website: https://www.captrust.com/

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Jayden Swarbrick

Cosca Pty, Ltd View Qualifications

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

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In-Depth Data Gathering & Goal Setting

Jed Petty CPA, CFP

RisingTide Financial View Qualifications

Address:
Phone:
Email: jed@risingtidefinancial.net

First Step Cash Management System™

Jeff Ashford, CFP®

Access Financial Resources, Inc. View Qualifications

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

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

Jefferson Adcock

CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691411
Email: jefferson.adcock@captrust.com
Website: https://www.captrust.com/

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

Jenna VanLeeuwen, CFP®

Aligning Wealth View Qualifications

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

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

Jeremy Levinn, CFP®

President Financial Life Focus, LLC View Qualifications

Address: 2400 Market St, Suite 200, Philadelphia, PA 19103 United States
Phone: 973.533.0666
Email: jlevinn@financial-lifefocus.com
Website: http://www.financial-lifefocus.com

Fundamentals of True Wealth™ Planning
Money Quotient Retreat 2014
Money Quotient Gathering 2015
Money Quotient Gathering 2017
Money Quotient Gathering 2019
Money Quotient Retreat 2016
Money Quotient Retreat 2018
In-Depth Data Gathering & Goal Setting
Money Quotient Retreat 2020

Jeremy Pooley

Timeous Lifestyle Financial Planning Limited View Qualifications

Address: The Stables Streatley Road Sundon, Luton Bedforshire, LU3 3PH United Kingdom
Phone: 44 791-691-3958
Email: jeremy.pooley@timeous.co.uk

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

Jerry Sutton

Sutton Advisors, PLC View Qualifications

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

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program

Jessica Hillman

Wealth Advisor Echo Collaborative View Qualifications

Address: 1202 NE McClain Road, Bentonville, AR 72712 United States
Phone: 479-282-1886
Email: jessica@echocollaborative.com
Website: https://www.dowealthdifferent.com/

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

Jessica Kirwin, MBA, CFP®

Kirwin Financial View Qualifications

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

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering
Money Quotient Gathering 2017
Money Quotient Gathering 2019
Money Quotient Retreat 2020

Jessica M. Howe, CFP®

Silver Oak Advisory Group View Qualifications

Address: 1130 SW Morrison St., Suite 312, Portland, OR 97205 United States
Phone: 503.242.1715
Email: jessi@silveroak.net
Website: http://www.silveroak.net

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

Jim Ries, CRPC®, AIF®

North Star Resource Group View Qualifications

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

First Step Cash Management System™

Joan Gilles, CRPC, CLU, ChFC, WMCP

Financial Advisor & Coach Financial Planning Partners, LLC View Qualifications

Address: 8530 Eagle Point Blvd., Suite 100, Lake Elmo, MN 55042 United States
Phone: 612.436.3733
Email: jgilles@financialplanpartners.com
Website: http://www.financialplanpartners.com

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

Joanne Burke, CFP®, CPA/PFS, MS TAX

Birch Street Financial Advisors View Qualifications

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

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

John Evans CPA/PFS, CFP®

Truepoint Wealth Counsel, LLC View Qualifications

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

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

John Sabourin, CFP®, FLMI, RRC

Owner Selectpath Benefits & Financial View Qualifications

Address: 310‑700 Richmond Street, London, Ontario N6A 5C7 Canada
Phone: 1‑888‑327‑5777
Email: John@selectpath.ca
Website: https://selectpath.ca/

In-Depth Data Gathering
In-Depth Data Gathering & Goal Setting

John Simkins

Stewardship Advisors, LLC View Qualifications

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

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

John Sinclair

CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691411
Email: john.sinclair@captrust.com
Website: https://www.captrust.com/

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Fundamentals of True Wealth™ Planning

Johnny Roland

View Qualifications

Address:
Phone:
Email: jroland925@gmail.com

Money Quotient Gathering 2017
Money Quotient Gathering 2019
Money Quotient Retreat 2016
Money Quotient Retreat 2018
Money Quotient Retreat 2020
First Step Cash Management System™

Jonas Merrill, CFP®

Founder and Financial Planner Pathlight Financial Planning LLC View Qualifications

Address: 6213 N Haight Ave., Portland, OR 97217 United States
Phone: 9713572197
Email: jonas@pathlightfinancialplanning.com
Website: https://pathlightfinancialplanning.com/

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

Jonathan Corrigan, CFP®

Certified Financial Planner® Corrigan Financial Group Inc. View Qualifications

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

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

Jonathan Smith, CFP®

Pathway Financial Advisors, LLC View Qualifications

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

Fundamentals of True Wealth™ Planning
Money Quotient Gathering 2017
Money Quotient Gathering 2019
Money Quotient Retreat 2020
In-Depth Data Gathering & Goal Setting

Jonathan West

College Funding Group, LLC View Qualifications

Address: 3761-A Westerre Pkwy, Richmond, VA 23233
Phone:
Email: jwest@collegefundinggroup.com

First Step Cash Management System™

Joseph Kuo

Financial Life Focus LLC View Qualifications

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

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

Josh Fendley

Regions Asset Management View Qualifications

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

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

Joshua Medvidofsky

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

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

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

Joshua St. Laurent, CFP® CFT-I™

Wealth in Yourself View Qualifications

Address: 3079 Harrison Ave, STE 5, South Lake Tahoe, CA 96150 United States
Phone: 9164262343
Email: josh@wealthinyourself.com
Website: https://www.wealthinyourself.com/

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

Jude Boudreaux, CFP®

The Planning Center Inc. View Qualifications

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

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

Justin Berry CFP®, CSLP®, RICP®

Financial Planner, Partner, Medical Division Member North Star Resource Group View Qualifications

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

First Step Cash Management System™

Justin D. Krane, CFP®, CIMA®

President Krane Financial Solutions View Qualifications

Address: 24007 Ventura Blvd., Suite 250, Calabasas, CA 91302 United States
Phone: 310-989-0934
Fax: 888.556.8537
Email: justin@kranefinancialsolutions.com
Website: http://www.kranefinancialsolutions.com

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting
Veteran MQ Financial Life Planner
Money Quotient Retreat 2007
Money Quotient Retreat 2008
Money Quotient Retreat 2014

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

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Kacy Gott

Meritas Wealth Management, LLC View Qualifications

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

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

Karen Ritchie

Karen Ritchie Financial Planning View Qualifications

Address: High Riseden Tidebrook Wadhurst, East Sussex, TN5 6PA United Kingdom
Phone: +44 7769 200527
Email: karen@karenritchie.co.uk
Website: https://karenritchie.co.uk

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

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

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

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/

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

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/

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

Katie Hagedorn, CFP®, CRPC®

Chicory Wealth View Qualifications

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

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

Katie Hebert, MBA, CFP®

Hassell Wealth Management View Qualifications

Address: 300 Lafayette St, Ste 200, Houma, LA 70360 USA
Phone: 985-746-1865
Email: katie@hassellwealth.com
Website: https://www.hassellwealth.com/

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

Kaya Ladejobi, CFP®

Earn Into Wealth Strategies LLC View Qualifications

Address: 1460 Broadway, New York, NY 10036
Phone: (646) 494-6220
Email: kaya@earnintowealth.com
Website: https://www.earnintowealth.com

First Step Cash Management System™

Kelley Evans, RIPC®

Branch Manager Raymond James View Qualifications

Address: 6161 S.Syracuse Way, Suite 360, Greenwood Village, CO 80111 United States
Phone: (303) 221-2033
Fax: 720-738-1699
Email: kelley.evans@raymondjames.com
Website: https://www.evans-financial.com/

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

Kelly Klingaman CFP®, RLP®

Founder & Financial Planner Kelly Klingaman Financial Planning View Qualifications

Address: 11314 Aden Ct, Austin, TX 78739
Phone:
Email: kelly@kkfp.co

First Step Cash Management System™

Keval Sangoi, CA

Financial Planner Fee Only Investment Advisers, LLP View Qualifications

Address: 702, Madhava Building, near Family Court, E Block, BKC, Bandra East, Mumbai, Maharashtra 400051 India
Phone: 919821024892
Email: keval@feeonlyia.com
Website: http://feeonlyia.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Kevin Gormley CFP®, CPA, PFS

Leading Edge Financial Planning View Qualifications

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

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

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

Founder Purposeful Wealth Strategies View Qualifications

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

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

Kevin Mitchell

CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691411
Email: kevin.mitchell@captrust.com
Website: https://www.captrust.com/

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

Kevin Reincastle

Cosca Pty, Ltd View Qualifications

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

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

Kirsten Ismail

View Qualifications

Address:
Phone:
Email: kirsten.ismail@ubs.com

First Step Cash Management System™

Ko Vasan, AFA

Optimal Care Ltd View Qualifications

Address: PO BOX 11676, Auckland, Ellerslie 1051 New Zealand
Phone: 021469500
Email: kovasan@yahoo.com

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

Kori Allen, CFP®

CEO Pearl Wealth View Qualifications

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

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Larson Patty, CFP®

Rothman Investment Management View Qualifications

Address: 9700 El Camino Real, Suite 302, Alascadero, CA 93422 United States
Phone: (805) 704-8818
Email: larson@rothmaninvest.com
Website: https://rothmaninvest.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

LaRue McIntyre

CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691411
Email: larue.mcintyre@captrust.com
Website: https://www.captrust.com/

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

Laura Barry

Managing Director 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

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

Laura Rotter, CFA, MBA, CFP®

True Abundance Advisors View Qualifications

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

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

Laura Ryan, CFP®

Morris Financial Concepts View Qualifications

Address: 409 Coleman Blvd, STE 100, Mt. Pleasant, SC 29464 USA
Phone: 843-884-6192
Email: laura.ryan@mfcplanners.com
Website: https://www.mfcplanners.com

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

Leanne Fee, FPQP

Stewardship Advisors, LLC View Qualifications

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

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

Lee Shertzer, CFP®

Stewardship Advisors, LLC View Qualifications

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

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

Lev Mandel

Protected Investors of America View Qualifications

Address: 1550 Parkside Dr., Suite 260, Walnut Creek, CA 94596 United States
Phone: 9256896103
Email: lmandel@protectedinvestors.com

Fundamentals of True Wealth™ Planning
Complete True Wealth™ Planning Tool Kit
Money Quotient Gathering 2017
Money Quotient Gathering 2019
Money Quotient Retreat 2020

Liz deSousa, CFP®, CDFA®

Senior Client Advisor Running Point Capital Advisors View Qualifications

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

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Liz Niehaus

Truepoint Wealth Counsel, LLC View Qualifications

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

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Fundamentals of True Wealth™ Planning

Lucas Cox

The Lighthouse Planning Co View Qualifications

Address: 321 W. St., Ste A2, Russellville, AR 72801
Phone:
Email: lucas@mylighthouseplan.com

First Step Cash Management System™

Lucas Traxler, CFP®

JNBA Financial Advisors View Qualifications

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

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Mackenzie Arsenault, CFP®

Cornerstone Financial Planning View Qualifications

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

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

Mackenzie Martin

Medical Professionals Financial Group DBA Catalyst Advisory Group View Qualifications

Address: 1800 Blankenship Rd., Office Suite 200 Executive Suite 215, West Linn, OR 97068 United States
Phone: 206-719-6923
Email: mbmartin@catalystadvisor.com
Website: http://www.medicalpfg.com

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

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

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

Mark Brinser, CFP®

Stewardship Advisors, LLC View Qualifications

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

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

Mark Cross, AIF®

Managing Partner Highland Trust Partners View Qualifications

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

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

Mark Dale Mazur

San Diego Wealth Management View Qualifications

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

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Fundamentals of True Wealth™ Planning
Money Quotient Gathering 2017
Money Quotient Gathering 2019

Mark T. Johnsen, CEO

Chief Wealth Architect Wealth Architects, LLC View Qualifications

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

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

Martin Bassett, CFP®, CLU, CHFC®, RICP

CEO, Founder Bassett Financial Advisors View Qualifications

Address: 5732 Coventry Ln., Fort Wayne, IN 46804 United States
Phone: (260) 432-6555
Email: martin.bassett@bassettfa.com
Website: https://www.bassettfa.com/

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

Martin Kurtz, CFP®

The Planning Center View Qualifications

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

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

Mary Clapp

Associate Planner CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691411
Email: mary.clapp@captrust.com
Website: https://www.captrust.com/

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

Mary Holmes

Gather Financial Planning View Qualifications

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

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Matt Bader

CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691411
Email: matt.bader@captrust.com
Website: https://www.captrust.com/

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

Matt Elliott CFP®

J.F. Williams Co., Inc. View Qualifications

Address: 1120 Lincoln St, STE 1603, Denver, CO 80203 USA
Phone: 303-753-4506
Email: matt@jfwco.com

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

Matt Knoll, CFP®

The Planning Center Inc. View Qualifications

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

First Step Cash Management System™
Fundamentals of True Wealth™ Planning
In-Depth Data Gathering & Goal Setting
Money Quotient Gathering 2019

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

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Matthew Sivertsen, CFP®

The Planning Center View Qualifications

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

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

Megan Buchanan, CFP®

Silver Oak Advisory Group View Qualifications

Address: 1130 SW Morrison St., Suite 312, Portland, OR 97205 United States
Phone: 503.242.1715
Email: megan@silveroak.net
Website: https://www.silveroak.net/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Melissa Ballard, CFP®

PYA Waltman Capital, LLC View Qualifications

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

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

Michael A. Branham, CFP®

Financial Planner The Planning Center, Inc View Qualifications

Address: 310 K Street, Suite 405, Anchorage, AK 99501 United States
Phone: 907.276.1400
Email: mike@theplanningcenter.com
Website: http://www.theplanningcenter.com

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First Step Cash Management System™
In-Depth Data Gathering & Goal Setting

Michael A. Branham, CFP®

Financial Planner The Planning Center, Inc. View Qualifications

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

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

Michael Frie, CFP®

Personal Benefit Services Wealth Management View Qualifications

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

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program

Michael Goldman

Gather Financial Planning View Qualifications

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

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Michael K. Babcock, CFP®

Legacy Consulting Group View Qualifications

Address: 5000 Legacy Dr., Suite 450, Plano, Texas 75024 United States
Phone: 972.599.4750
Fax: 972.599.4750
Email: mbabcock@legacyconsultinggroup.com
Website: http://www.legacyconsultinggroup.com

First Step Cash Management System™

Michael Mustian, CFP®, CKA®

Certified Financial Planner® Carolina Retirement Solutions View Qualifications

Address: 4520 Mint Hill Village Ln, Suite 105, Mint Hill, NC 28227 United States
Phone: (704) 545-9502
Email: michael@wisewayadvisors.com
Website: https://www.carolina-retire.com/

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

Michael Schell, CFP®

Financial Planner Pathway Financial Advisors, LLC View Qualifications

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

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

Michael Whaley

Selectpath Benefits & Financial View Qualifications

Address: 579 Piccadilly St, London, Ontario N5Y 3G9 Canada
Phone: (519) 282-9040
Email: mwhaley@selectpath.ca

In-Depth Data Gathering
In-Depth Data Gathering & Goal Setting

Michael Whitehead CFA, CFP®

Principal Hutchison Whitehead Wealth Management, LLC View Qualifications

Address: 1800 Main Street, Suite 220, 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

Michelle Deal

White River Investments View Qualifications

Address: 1401 Laveca St., PMB 40845, Austin, TX 78701 United States
Phone: (512) 660-8268
Email: michelle@whiteriverinvestments.com
Website: https://www.whiteriverinvestments.com/

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Fundamentals of True Wealth™ Planning

Mickey Jacobs

Partner CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153701302
Email: mickey.jacobs@captrust.com
Website: https://www.captrust.com/

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Fundamentals of True Wealth™ Planning

Mikael Jacobs

CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691411
Email: mikael.jacobs@captrust.com
Website: https://www.captrust.com/

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Fundamentals of True Wealth™ Planning

Mike Lynch, CFP®

Money Matters of America, Inc View Qualifications

Address: 1792 Bell Tower Ln., Weston, FL 33326 United States
Phone: 9544231936
Fax: 9546063800
Email: mike@moneymattersofamerica.com
Website: https://www.mlwealth.com/

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

Mindy F. Davis, CFP ® CDFA ®

Cornerstone Wealth Planning View Qualifications

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

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

Mollie Korenstein, CFP®

Financial Life Focucs View Qualifications

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

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

Narumi Yoshida, CPA/PFS, CFP®, EA

Yoshida Wealth Management, Inc View Qualifications

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

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

Natalie Wagner, CFRC

Money Wellness Coach Vital Financials LLC View Qualifications

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

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

Nate Johnson

Truepoint Wealth Counsel, LLC View Qualifications

Address: 4901 Hunt Rd., Suite 200, Cincinnati, OH 45242 United States
Phone: 513-792-6648
Email: n.johnson@truepointwealth.com
Website: https://truepointwealth.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

Fundamentals of True Wealth™ Planning
Complete True Wealth™ Planning Tool Kit
Principles of Client Communication & Discovery
Money Quotient Retreat 2014

Nick Nauta

Shotwell Rutter Baer View Qualifications

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

Fundamentals of True Wealth™ Planning
First Step Cash Management System™

Nick Scheibel, CFP®

JNBA Financial Advisors View Qualifications

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

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Nicole Robinson, CFP®

Cosca Pty, Ltd View Qualifications

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

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

Nicole Sullivan

Financial Planner Prism Planning Partners View Qualifications

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

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Complete True Wealth™ Planning Tool Kit

Noel Silker, CFP®

JNBA Financial Advisors View Qualifications

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

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In-Depth Data Gathering

Oscar Alvarez CFP®

Owner Pathway Financial Planning, Inc View Qualifications

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

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Pam Bergeson, RLP

Tailwind Financial Planning View Qualifications

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

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Pat Phillips, CFP®

Wealth Architects View Qualifications

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

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

Paul 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
In-Depth Data Gathering

Philip Henninger

CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691411
Email: philip.henninger@captrust.com
Website: https://www.captrust.com/

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Randy Lee

CFP, Partner CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 615-369-1430
Email: randy.lee@captrust.com
Website: https://www.captrust.com/

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Raquel Hinman, CFP®, CDFA®

Founder & Principal Hinman Financial Planning, Inc View Qualifications

Address: PO BOX 1158, 568 Briggs St., Erie, CO 80516-1158 United States
Phone: (720) 460-0908
Email: raquel@hinmanfp.com
Website: https://hinmanfp.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Rebecca Cherman

Associate CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691438
Email: rebecca.cherman@captrust.com
Website: https://www.captrust.com/

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Richard Jackson, CFP®

Jackson & Associates, Inc. View Qualifications

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

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

Richard Taborda, CFP®, CIMA®, RICP®

President LBT Wealth Management, LLC View Qualifications

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

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

Rick Kahler, MSFP, ChFC

Kahler Financial Group View Qualifications

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

Fundamentals of True Wealth™ Planning
Completed Implementation Consultation Program
In-Depth Data Gathering
First Step Cash Management System™
Money Quotient Retreat 2008
Money Quotient Retreat 2010

Riley Poppy CFP®, CSLP®, BFA, CTS

Founder & Financial Planner Ignite Financial Planning View Qualifications

Address: 8626 NE 26th PL, Clyde Hill, Bellevue, WA 98004 USA
Phone: 206-486-6240
Email: riley@ignitefinancialplanning.com

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

Robb Severdia

Financial Planner Nest Financial Planning, LLC View Qualifications

Address: 4105 Stonegate Dr, Hood River, OR-Oregon 97031 United States
Phone: 5037899411
Email: robb@nestfinancialplanning.com
Website: http://www.nestfinancialplanning.com

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

Robert C. Macaulay

Founder & Managing Principal Brick House Strategic Wealth View Qualifications

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

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Robert Rahaim, CFP®

DeSeranno Wealth Planning View Qualifications

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

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

Roger A. Shake, CFP®, RLP®, CeFT®

Partner Legacy Consulting Group View Qualifications

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

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

Ron Wilkinson, CFP®

Security First Advisors View Qualifications

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

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

Ronald Bernstein CFP®, CIMA®, CWS®

Financial Planner Prism Planning Partners, LLC View Qualifications

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

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

Rosanna Marie Neil, JD

Chicory Wealth View Qualifications

Address: 3904 N Druid Hills Rd, #366, Decatur, GA 30033
Phone: 404-348-0660
Email: rosannamneil@chicorywealth.com
Website: https://www.chicorywealth.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

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Russell Slagle, CPA

CAPTRUST View Qualifications

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

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Ryan Kelly, EA, CFP®

Yeske Buie, Inc. View Qualifications

Address: 301 Maple Avenue West, Suite 600, Vienna, VA 22180 United States
Phone: (415) 956-9686
Fax: (866) 549-4990
Email: RyanKelly@yebu.com
Website: https://yebu.com/

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Ryan Keshemberg

Keshemberg Advisory, Ltd View Qualifications

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

First Step Cash Management System™

Ryan Klekar

Truepoint Wealth Counsel, LLC View Qualifications

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

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Sabrina Lowell, CFP®, CPCC

Founder + CEO Second Summit Wealth Management View Qualifications

Address: 275 Sacramento St., 8th Floor, San Francisco, CA 94111 United States
Phone: (415) 516-9775
Email: sabrina@secondsummitwealth.com
Website: https://secondsummitwealth.com/

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

Sara Casale, CFP

Financial Planner Cornerstone Financial Planning View Qualifications

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

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

Sasha Hassell

Hassell Wealth Management View Qualifications

Address: 300 Lafayette St, Ste 200, Houma, LA 70360 USA
Phone: 985-746-3951
Email: sasha@hassellwealth.com

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

Savannah Cooper CFP®, EA

Morris Financial Concepts View Qualifications

Address: 409 Coleman Blvd, STE 100, Mt. Pleasant, SC 29464 USA
Phone: 843-884-6192
Email: savannah.cooper@mfcplanners.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/

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Scott Beaudin, CFP®, CPA/PFS

Pathway Financial Advisors, LLC View Qualifications

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

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

Scott Emblen, CFP®, CDFA®

Independent Progressive Advisors View Qualifications

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

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Scott Frank

Stone Steps Financial LLC View Qualifications

Address: 533 Second Street, Suite 207, Encinitas, CA 92024
Phone:
Email: scott@stonestepsfinancial.com

First Step Cash Management System™

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

Liberty Financial Group View Qualifications

Address: 13150 Watertown Plank Rd., Suite 203, ELM GROVE, WI 53122 United States
Phone: 12625109072
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

Stacie Nemetz, CFP® AIF®

Financial Advisor Apella Wealth View Qualifications

Address: 2120 Caton Way SW, Olympia, WA 98502 United States
Phone: 360.754.9475
Fax: (360) 786-8174
Email: SNemetz@ApellaWealth.com
Website: https://apellawealth.com/

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

Stacy Friedges, CFP®

JNBA Financial Advisors

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

Stephanie Griebel, CFP®

Davis Wealth Advisors View Qualifications

Address: 12 Stiles Rd., Suite 203, Salem, NH 03079 United States
Phone: 603-871-4844
Email: stephanie@daviswealthadvisors.net
Website: https://www.daviswealthadvisors.net/

In-Depth Data Gathering

Stephen Hassell, CFP®

Wealth Advisor Hassell Wealth Management View Qualifications

Address: 300 Lafayette St., Suite 200, Houma, LA 70360 United States
Phone: 985-868-9881
Email: stephen@hassellwealth.com
Website: https://www.hassellwealth.com/

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

Steve French CKA

Founding Advisor Harvest Money View Qualifications

Address: 6034 Wayside Avenue, Cincinnati, OH 45230
Phone:
Email: sfrench@harvest-fr.com

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 Harris

Associate Planner CAPTRUST View Qualifications

Address: 5314 Maryland Way, Ste 300, Brentwood, TN 37027-1015 United States
Phone: 615-277-9470
Fax: 615-589-5389
Email: susan.harris@captrust.com
Website: https://www.captrust.com/

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Sydney Woodward, CFP®

Financial Planner Yeske Buie View Qualifications

Address: 220 Montgomery Street, Suite 900, San Francisco, CA 94104
Phone:
Email: sydney@yebu.com

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

Taylor Garland

CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691411
Email: taylor.garland@captrust.com
Website: https://www.captrust.com/

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Taylor Morrison

CAPTRUST View Qualifications

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

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

Founder/Senior Advisor Alexander Financial Planning, Inc View Qualifications

Address: 3600 Olentangy River Rd., Suite C2, Columbus, OH 43214 United States
Phone: (614) 538-1600
Fax: (614) 824-4865
Email: talexander@afp-advisors.com
Website: https://www.alexanderfinancialplanning.com/

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

Therese Govern, MBA, CPA, CFP®

Therese Govern Financial Advisors LLC View Qualifications

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

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

Thomas Allison, CFP®

The Mather Group View Qualifications

Address: 1380 112th Avenue NE, Suite 306, Bellevue, WA 98004 United States
Phone: 425.889.7848
Fax: 425.889.0828
Email: t.allison@themathergroup.com
Website: https://www.themathergroup.com/

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

Thomas J. Duffy, CFP®, MBA

Principal Jersey Shore Financial Advisors, LLC View Qualifications

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

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

Thomas Talbott, CFP®

Partner, Financial Advisor Stewardship Advisors, LLC View Qualifications

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

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

Tiffany Ritchie CFP®

Morris Financial Concepts View Qualifications

Address: 409 Coleman Blvd, STE 100, Mt. Pleasant, SC 29464 USA
Phone: 843-884-6192
Email: Tiffany.Ritchie@mfcplanners.com

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

Todd Porterfield, CFP®, RICP®

Founder & CEO Fairchild Capital, LLC View Qualifications

Address: 5603 SW Hood Ave, Portland, OR 97239 United States
Phone: (503) 828-3796
Email: todpor@fairchild-capital.com
Website: https://fairchild-capital.com/

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Todd Woodard

Mosaic Wealth Management Group View Qualifications

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

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

Tom Deichert, CFP®

Wealth Solutions...by design, PLLC View Qualifications

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

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

Tom Thalman, CRPC®, CFP®

Financial Planner Turning Point Retirement Associates View Qualifications

Address: 1776 Heritage Center Dr., Suite 204, Wake Forest, NC 27587 United States
Phone: (919) 609-4617
Email: tom.thalman@turningpointra.net
Website: https://www.turningpointra.net/

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

Trey Finch

Director of Client Service CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: 6153691417
Email: trey.finch@captrust.com
Website: https://www.captrust.com/

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

Trey R. Isgrig, CPA. CKA

Isgrig Capital Asset Management, LLC View Qualifications

Address: 6720 Woodland Reserve, Cincinnati, OH 45243 United States
Phone: (513) 404-9428
Fax: 513-457-4711
Email: trey.isgrig@icamllc.com
Website: http://icamllc.com/

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

Troy Decastro

Pathway Financial Partners View Qualifications

Address: 1511 Kinglet Lane, Marietta, GA 30062 United States
Phone: 404-401-4001
Email: troy@pathwayfinancialpartners.com
Website: https://www.highlandtrustpartners.com/

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

Tyler Eliason, MBA

Senior Financial Advisor SBSU Financial Services View Qualifications

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

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

Tyler Elliott, JD, CFP®

Owner & Principal Watershed Wealth Planning LLC View Qualifications

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

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

Tyler Scott

Wealth Architects View Qualifications

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

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

Tyler Sinclair

CAPTRUST View Qualifications

Address: 5314 Maryland Way, Suite 300, Brentwood, TN 37027-1015 United States
Phone: (615) 277-9480
Email: tyler.sinclair@captrust.com
Website: https://www.captrust.com/

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

Virginia T. Harriett, CFP®, AIF®

Financial Advisor Harriett Financial Group View Qualifications

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

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

Wayne Lippert

Truepoint Wealth Counsel, LLC View Qualifications

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

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

William T. Morrissey, CFP®

EP Wealth Advisors View Qualifications

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

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

Yusuf Abugideiri, CFP®

Yeske Buie, Inc. View Qualifications

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

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

Zaneilia Harris, CFP®

President Harris and Harris Wealth Management View Qualifications

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

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

Zhi Li, CFP®

Owner Twelve Two Capital View Qualifications

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

Fundamentals of True Wealth™ Planning
In-Depth Data Gathering

A complete suite of client tools and educational materials

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

3-day training course, a required course

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