Licensee Spotlight: Brent Hamilton

M.Q. “Licensee Spotlight” articles interview Money Quotient Licensees and ask them to share their experiences with Money Quotient materials and the Financial Life Planning process.

After graduating from Portland State University with a dual major in Economics and Finance, Brent Hamilton founded WBH Financial Services located in Lake Oswego, Oregon.  While attending college, Brent assisted in his . . . → Read More: Licensee Spotlight: Brent Hamilton

Licensee Spotlight: Karen H. Smith

M.Q. “Licensee Spotlight” articles interview Money Quotient Licensees and ask them to share their experiences with Money Quotient materials and the Financial Life Planning process.

This “Licensee Spotlight” shines on Karen H. Smith of  Hausman Advisors located in Hood River and Portland, Oregon.  Karen splits her time between managing the operations of the firm, client education, and . . . → Read More: Licensee Spotlight: Karen H. Smith

Licensee Spotlight: Jonathan Millican

M.Q. “Licensee Spotlight” articles interview Money Quotient Licensees and ask them to share their experiences with Money Quotient materials and the Financial Life Planning process.

This “Licensee Spotlight” shines on Johnathan Millican. Jonathan earned his B.S. in Human Environmental Sciences with a concentration in Family Financial Planning from The University of Alabama. Beginning as an intern he . . . → Read More: Licensee Spotlight: Jonathan Millican

Licensee Spotlight: Johnny Roland

M.Q. “Licensee Spotlight” articles interview veteran M.Q. Licensees and ask them to share their experiences with M.Q. materials and the Financial Life Planning process.

This “Licensee Spotlight” shines on Johnny Roland.  Johnny is a Personal Financial Planner at Aspire Capital Management, located in Walnut Creek, California.  He is excited to associate with a firm placing its clients . . . → Read More: Licensee Spotlight: Johnny Roland

Licensee Spotlight: Jason A. Smith

M.Q. “Licensee Spotlight” articles interview veteran M.Q. Licensees and ask them to share their experiences with M.Q. tools and materials and the Financial Life Planning® Process.

This “Licensee Spotlight” shines on Jason A. Smith, CFP®. Jason is the Founder and Managing Principal of Hausman Advisors LLC, a fee-only Wealth Advisory Firm with offices in Portland and Hood . . . → Read More: Licensee Spotlight: Jason A. Smith

Licensee Spotlight: Cicily Maton

M.Q. “Licensee Spotlight” articles interview veteran M.Q. Licensees and ask them to share their experiences with M.Q. tools and materials and the Financial Life Planning® Process.

This “Licensee Spotlight” shines on Cicily Maton, CFP®.  Cicily is founder of and partner in Aequus Wealth Management Resources in Chicago, Illinois.  Cicily established Aequus in 1987, an independent, . . . → Read More: Licensee Spotlight: Cicily Maton

Licensee Spotlight: Evan Shorten

M.Q. “Licensee Spotlight” articles interview veteran M.Q. Licensees and ask them to share their experiences with M.Q. tools and materials and the Financial Life Planning® Process.

This “Licensee Spotlight” shines on Evan Shorten, CFP®. Evan is the founder and President of Paragon Financial Partners, a boutique Financial Life Planning firm based in Los Angeles, California that provides . . . → Read More: Licensee Spotlight: Evan Shorten

Licensee Spotlight: Virginia Harriett

M.Q. “Licensee Spotlight” articles interview veteran M.Q. Licensees and ask them to share their experiences with M.Q. tools and materials and the Financial Life Planning® Process.

This “Licensee Spotlight” shines on Virginia Harriett, CFP®. Virginia has been helping clients build financial plans to meet their short and long-term goals for over 20 years. She is a Senior . . . → Read More: Licensee Spotlight: Virginia Harriett

Licensee Spotlight: Ron Wilkinson

M.Q. “Licensee Spotlight” articles interview veteran M.Q. Licensees and ask them to share their experiences with M.Q. tools and materials and the Financial Life Planning® Process.

This “Licensee Spotlight” shines on Ron Wilkinson, CFP®. Ron has been a practicing life/wealth planner since 1981, and received his CERTIFIED FINANCIAL PLANNER™ designation from the College for Financial . . . → Read More: Licensee Spotlight: Ron Wilkinson

Licensee Spotlight: Alecia Modahl

M.Q. “Licensee Spotlight” articles interview veteran M.Q. Licensees and ask them to share their experiences with M.Q. tools and materials and the Financial Life Planning® Process.

This “Licensee Spotlight” shines on Alecia Modahl, JD, LLM, CFP®. Alecia is an independent financial planner with KMS Financial Services, Inc. Prior to joining KMS, Alecia worked in both the corporate . . . → Read More: Licensee Spotlight: Alecia Modahl