Money Quotient Blog

Robert J. Cole, Jr., CLU, ChFC, CASL, CFP®, has been in the financial services industry since 1972. Bob is the Founder and President of Financial Architects, Inc., a financial planning firm located in Louisville, Kentucky. He has appeared on both radio and television as a recognized leader in the financial planning field. He has taught courses . . . → Read More: “Presenter Profile: Bob Cole, Marty Kurtz, Cicily Maton, and Roger Shake”

Sally’s 27 year career at the Weyerhaeuser Company spanned two diverse disciplines; Technology Planning Manager for Employee Systems and Life and Retirement Planning. Through her information systems background she learned what poor use employees were making of their retirement benefits and decided that more should be done to educate employees.

For over 17 years, Sally was the . . . → Read More: “Presenter Profile: Sally Hass”

Kristin Wehner Keffeler, MSM, is this the founder of Kinetic Enterprise, LLC, a company that specializes in supporting Trusted Advisors to harness and focus their innate drive for high- performance, and differentiate their services in the market by building the capacity and courage to bring their Big Ideas to life.

Her . . . → Read More: “Presenter Profile: Kristin Wehner Keffeler”

Norman M. Boone, MBA, CFP®, is the Founder and President of Mosaic Financial Partners, Inc., a wealth advisory firm located in San Francisco, California. Mosaic Financial Partners is a leading provider of fee-only financial planning and investment management services to corporate executives, professionals, and business owners.

Linda Lubitz Boone, CFP®, is the founder and President of The . . . → Read More: “Presenter Profile: Norm Boone and Linda Lubitz Boone”

“Presenter Profile” articles feature individuals who will be presenting in upcoming Money Quotient Learning Opportunities. This “Presenter Profile” looks at financial planner Libby Palomeque, CFP®, CDFA, CGRS.

Libby Palomeque is an experienced financial advisor who specializes in working with the newly bereaved and the newly divorced. Libby’s personal experiences with loss have led her to . . . → Read More: “Presenter Profile: Libby Palomeque”

“Presenter Profile” articles feature individuals who will be presenting in upcoming Money Quotient Learning Opportunities. This “Presenter Profile” looks at author Amy Zell Ellsworth.

Amy is a Senior Philanthropic Advisor at The Philanthropic Initiative (TPI), where she has worked since 2000. Amy came to foundation work as a result of being on the . . . → Read More: “Presenter Profile: Amy Zell Ellsworth”

“Presenter Profile” articles feature individuals who will be presenting in upcoming Money Quotient Learning Opportunities. This “Presenter Profile” looks at Financial Planner, Therese Govern, MBA, CFP®, CPA.

Therese Govern, a Certified Financial Planner™ practitioner and a CPA, is a partner in trueNorth Financial Services, a financial planning and investment advisory firm located in Seattle, . . . → Read More: “Presenter Profile: Therese Govern”

“Presenter Profile” articles feature individuals who will be presenting in upcoming Money Quotient Learning Opportunities. This “Presenter Profile” looks at Financial Life Planner, Michael Kay.

Michael Kay, a Certified Financial Planner™ (CFP® practitioner) and a CPA, is President of Financial Focus, LLC, a Financial Life Planning® firm in Livingston, New Jersey. Michael and his team are committed . . . → Read More: “Presenter Profile: Michael Kay”

“Presenter Profile” articles feature individuals who will be presenting in upcoming Money Quotient Learning Opportunities. This “Presenter Profile” looks at personal legacy document expert, Susan Turnbull.

Susan Turnbull is the founder of Personal Legacy Advisors, LLC, a team of professional coaches and writers who help their clients convey the essential information, stories, and values that they . . . → Read More: “Presenter Profile: Susan Turnbull”