Welcome New MQ Partners!

We recently completed two Fundamentals of True Wealth™ Planning trainings! Thank you to Rooted Planning Group for hosting an in-person training in beautiful Corning, NY and treating the participants to a gorgeous hike at Watkins Glen State Park and a tasting of the areas fabulous wines! It was also lovely to host new MQ Partners as well as seasoned veterans for a robust virtual training. Thanks to all participants for making these rich and rewarding learning experiences!

New Grads

  • Amy Irvine
  • Andrew Truax
  • Brent Irvine
  • Deb Kerr
  • Donna Spear
  • Elise Huston
  • Kate Welker
  • Kerrie Beene
  • Laura Corbiani
  • Liz Zemak
  • Marie Williams
  • Michael Ginsberg
  • Muriel Parrotte
  • Rebekah Eason
  • Shelby St. Martin
  • Thomas Stephen
  • Cole McClarren
  • Jill Isbell
  • Adam Van Wert

Veterans

  • Brian Tegtmeyer
  • Kshitija
  • Jerry Sutton

Money Quotient would like to thank everyone for joining, we are excited to continue the journey of holistic financial life planning with you!