May Anniversaries

This May, Money Quotient celebrates 5+ year anniversaries with these wonderfully talented MQ Partners! Georgia Lee Hussey, CFP® – 9 years Modernist Financial Evan Russell, CFP® – 18 years Security First Advisors Richard Kahler, MSFP, ChFC – 11 years Kahler Financial Stacy Rerick, CFP® – 18 years Security First Advisors Evan Shorten, CFP® – 15 […]

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Congratulations to Jennifer Luzzatto!

MQ is also excited to share that MQ Veteran Partner Jennifer Luzzatto, CFP®, CPA, is one of 30 finalists for the 2022 RVA Power Women Awards, presented by BrownEdwards. Keep up the great work, Jennifer!

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Congratulations to Elissa Buie and Yusuf Abugideiri!

MQ Partners Elissa Buie, CFP®, and Yusuf Abugideiri, CFP®, have been named Washingtonian magazine’s prestigious “Top Financial Advisers” list … again! Elissa has made the list for ten consecutive years; Yusuf for three. Congratulations, Elissa and Yusuf!

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April Anniversaries

These MQ Partners are celebrating their 5+ year anniversaries this month; some have been with us from the very beginning. Thank you for all you contribute to the MQ Community! Michael Branham – 6 Years The Planning Center Alecia Modahl – 14 Years Modahl Collaborative Eric Kies – 15 Years The Planning Center Christopher Girbes-Pierce […]

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MQ Partner Jane Mepham’s Journey in Financial Planning

MQ Partner and 2021 Ken Gillaspie Scholarship Fund recipient Jane Mepham of Elgon Financial Advisorsrecently wrote two articles for Advisor Perspectives on the “Financial Planning Challenges Facing Foreign-Born Individuals.” Thank you for your contributions to the profession, Jane!

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DEI Article Featuring MQ Partner Laura Barry, CFP®

We love seeing our MQ Partners in the news. In a recent FA Magazine article, “Can These Metrics Truly Advance a Firm’s DEI Intentions?”, MQ Partner Laura Barry discusses her experience using metrics to evaluate her firm’s diversity, equity, inclusion, and belonging initiatives, following an acquisition that merged two teams into one.

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MQ President Amy Mullen, CFP® Speaks on Belief Systems

On April 21 at 8:00 am PT / 11:00 am ET, MQ President Amy Mullen, CFP®, will discuss belief systems that limit the evolution of our profession at the What is Finology Continuing Education Days event. Amy will encourage participants to examine how these belief systems have interfered with innovating thinking, evolving the financial planning […]

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MQ Welcomes the Newest Members of the MQ Community!

We are thrilled to announce that the entire Spring cohort of graduates has joined the MQ Community as MQ Partners. That’s right! 100% of the students who completed the February Fundamentals training course have become MQ Partners! We know you’ll help us welcome them! Darren Beck Pathway Financial Advisors Kelly Evans Evans Finacial Group Stephen […]

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Carol Anderson Interviewed on Money Life Podcast

Money Quotient Research & Education President Carol Anderson appeared on the March 16 episode of the “Money Life with Chuck Jaffe” podcast to discuss how well financial advisers are building and retaining trust at a time when meetings are infrequent.  

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