About Us

 

Founders


 

Carol Anderson, M.S.
President

Carol Anderson is the founder and President of MQ Research & Education™ .  She has an M.S. in Consumer Economics & Family Resource Management and a diverse background in business, education, and financial services.  Since 1989, Carol has focused on the issues of financial planning education, retirement preparation, life planning, and productive aging.  As a researcher, writer, and consultant, Carol has worked with a broad range of companies and non-profit organizations in designing studies, conducting analyses, and compiling research reports. In addition, Carol has written articles, developed publications, and designed educational tools, materials, and training workshops. She is a member of the Financial Planning Association,Association for Financial Counseling and Planning Education, and Financial Therapy Association.  When not working, Carol enjoys spending time with her family and pets, gardening, and hiking.

 

Amy N. Mullen, CFP®
Vice President

Amy Mullen, CFP® is Vice President of MQ Research & Education™.  She frequently presents at national conferences on the benefits and effectiveness of a values-based approach to financial planning, understanding clients' financial motivations and how to guide them through change, and creating long-lasting client-planner relationships. She also focuses much of her time conducting trainings and providing individualized coaching and consulting to financial planning practitioners. Amy is a CERTIFIED FINANCIAL PLANNER™ and completed an Interdisciplinary Studies Degree with a concentration in “Financial Motivation & Change” at Marylhurst University. Amy is a member of the Financial Therapy Association and Financial Planning Association. She has served on the board of the FPA of Puget Sound chapter and as a Task Force member for the 2015 National FPA Retreat. Outside of the office, Amy enjoys getting out doors, photography, live music, and cooking.

Consortium


 

Thom Allison, CFP®

Thom founded Allison Spielman Advisors in 1997 to offer thoughtful and effective financial planning services to smart people who plan for their financial future. His focus is on helping clients realize their life’s vision through the Financial Life Planning process. He works with each client individually to assess their risk tolerance and develop the financial strategies that best suit their needs and goals. In addition, Thom coined the term Sensible Portfolio Management TM to describe his investment philosophy which focuses on investing versus speculating. Thom is a graduate of Loyola University in Chicago and earned his MBA with a finance emphasis from the University of Wisconsin. Since 1988 he has been a Certified Financial Planner®. In addition, Thom is a past member of the board of the Financial Planning Association of Puget Sound and has served as President and Chairman. 

allisonspielman.com

Josh Harris, CFP®, AFC®

Josh is a faculty member in the Department of Finance at Clemson University, where he coordinates the Financial Planning program. He is currently a doctoral student at Kansas State University, where he is focusing his research on Financial Socialization, Financial Therapy, and Financial Ethics and Competencies. Josh sits on the board of the Financial Therapy Association and the South Carolina chapter of the Financial Planning Association, where he has held various executive positions. He was the recipient of the Ken Gillespie Scholarship and completed Fundamentals of Financial Life Planning in 2018.

Derek Lawson, Ph.D., CFP®,

Derek is an Assistant Professor of Personal Financial Planning at Kansas State University and a Financial Planner at Priority Financial Partners, based in Durango, CO. His research is practitioner-focused, allowing him to combine his past and present experience as a financial planner with his research interests. Lawson's research focuses on relationship dynamics, physiological stressors, financial therapy, behavioral finance, and consumption decisions, with a primary focus on younger adults not near retirement. His work has been published in the Journal of Financial Planning, Journal of Financial Counseling and Planning, Financial Services Review, and the Journal of Financial Therapy, and he has co-authored a few book chapters. One of his research pieces, "Integrating behavioral finance, financial psychology, and financial therapy theory and techniques into the financial planning process", was recognized by the Journal of Financial Planning and the Financial Planning Association as the 2018 Montgomery-Warschauer award-winning article.

hhs.k-state.edu/directory/drlawson/

Megan McCoy, Ph.D., LMFT,  CFT-I™

Megan is a Professor of Practice and the Director of the Personal Financial Planning Master’s Program at Kansas State University.  Her education began in the area of marriage and family therapy but evolved into financial therapy when she began to do conjoint financial therapy sessions with financial planners. Her research has been published in a range of journals such as The Journal of Financial Therapy, The Annuals of Business Review, The Journal of Financial Planning, The Journal of Family Economic Issues, The American Journal of Family Therapy, Journal of Systemic Therapies, Journal of Couple and Family Therapy, and the Journal of Sex and Marital Therapy to name a few. Dr. McCoy serves as Secretary for the board of Financial Therapy. In addition, she is the Associate Editor of Profiles and Book Reviews for the Journal of Financial Therapy.

hhs.k-state.edu/fshs/people/meganmccoy

Deanna L. Sharpe, PhD, CFP®, CRPC®, CRPS 

Deanna is an associate professor in the Personal Financial Planning Department at the University of Missouri. Her research examines factors affecting later life financial and economic well-being. Work on Expenditures in Grandparent-Headed Households and the Financial Issues of Having a Child with Autism won Outstanding Paper awards. She has provided professional service to the Certified Financial Planner Board of Standards, Inc., the Association of Financial Counseling and Planning Educators, and the American Council on Consumer Interests and is on the editorial board of the Journal of Family and Economic Issues, the Journal of Financial Planning and Counseling, and the Pertanika Journal of Social Sciences and Humanities.

pfp.missouri.edu/faculty_sharpe.html

Dr. Dave Yeske, CFP® 

Dave is a principal of Yeske Buie, a wealth management firm with offices in San Francisco and Vienna, Va., and is a long-time leader in FPA and the profession.  He holds a doctorate in finance from Golden Gate University, as well as an M.A. in Economics and a B.S. in Applied Economics from the University of San Francisco.  In October 2017, Dave was awarded the prestigious P. Kemp Fain, Jr. Award, the Financial Planning profession’s lifetime achievement award.  He serves as the Practitioner Editor of the Journal of Financial Planning and sits on the Board of Trustees of the Foundation for Financial Planning. In addition, Dave holds an appointment as Distinguished Adjunct Professor in Golden Gate University’s Ageno School of Business, where he is director of the University’s financial planning program. 

yebu.com      |     ggu.edu/graduate/faculty/bio/david-yeske

Governing Board


 

Julie Davis 

Julie joins us as a member of the MQ Governing Board. She has worked as a community organizer and advocate for more than 25 years. As the founding Executive Director of Basic Rights Oregon, she has worked to build a diverse, inclusive, and accepting network of activists committed to defending everyone's basic rights.

Today, Julie is a Portland realtor, committed to building strong, inclusive communities where everyone thrives. She brings heart and passion to her practice, working to help every client find their place – their home.

Annalisa Maceda

Annalisa has been in the bar and restaurant industry for twenty years. She moved to Portland six years ago to open her first restaurant with her husband, George. They’ve both been working full time at their business for the last three years, and also opened another concept inthe space six months ago. 

After many years of bartending, she met Carol Anderson of Money Quotient and was inspired to pursue her CFP certification. She’s started the process and is honored to be a part of the Money Quotient board.

Andrew Rinke

Andrew originally from West Michigan, Andrew graduated from the University of Michigan and headed west, living in Boulder, Chicago, and Seattle. He lived in Seattle for almost ten years doing digital marketing for various agencies, most recently Microsoft.  

Andrew has also been active in his communities serving as Trustee on the Grand Rapids Community Foundation, as a volunteer with the Lifelong AIDS Alliance and Our House of Portland, and as a member of the Georgetown Public Safety Task Force. 

After recently moving to Portland with his husband, Andrew is very excited to participate on Money Quotient’s Governing Board and to help support their mission.