Advisory Board

 

Thomas Allison CFP®
Allison Spielman Advisors; Bellevue, WA

Thom started in financial services in 1983 and earned his CFP® designation in 1988. He started Allison Spielman Advisors in 1997. Allison Spielman Advisors have been a MQ Partner since 2009.

Before starting Allison Spielman Advisors, Thom was a founding partner at Financial Security Group in Bellevue, Washington.

His volunteer commitments have included serving as President and Chairman of the Financial Planning Association of Puget Sound, President of the Board of the Bellevue Philharmonic Orchestra, Chairman of Newport Covenant Church in Bellevue, and Co-­Chair of the Bellevue Art Museum Capital Campaign.

Thom enjoys traveling with his wife Lynne and their golden retriever Cuvee, golf, working out, and tinkering with his '74 Triumph TR 6 (he and Lynne are the original owners).

allisonspielman.com

Emilie Goldman CFA, CFP®
Tamarind Financial Planning; San Mateo, CA

Emilie R. Goldman, CFA, CFP®, is the founder of Tamarind Financial Planning. Before launching Tamarind Financial Planning in 2010, Emilie held leadership roles in three Bay Area investment management firms. In a career “aha-moment,” Emilie realized that helping families define and achieve their most cherished financial life goals, was much more personally satisfying – and impactful – than the investment-focused roles she held previously. Emilie holds an MBA from the Haas School of Business at UC Berkeley and received her undergraduate degree in finance and marketing from the University of Denver. Emilie thoroughly enjoys being a mom. In her spare time, she loves running, practicing Bikram (hot) yoga, exploring the US on road trips, cooking, and reading voraciously.

tamarindfinancial.com

Georgia Lee Hussey, CFP®
Modernist Financial; Portland, OR

Georgia is the founder and president of Modernist Financial, a firm dedicated to helping creative entrepreneurs and inheritors structure their wealth around their values. Her education in sculpture and writing at Sarah Lawrence College taught her to think in a non-hierarchical and cross-disciplinary manner, skills she brings to her work with clients and in the community. Her goal is to build a world where smart, creative people feel permission to enjoy today while providing a stable financial base for their future.

modernistfinancial.com

Paul Leighton , CLU, ChFC
Cordis Financial; Minneapolis, MN

Ever since I began mowing lawns and earning money, I’ve understood the value of working hard and saving money. Some of my most exciting moments involved entering deposits into my passbook account (some of you may remember what that is), and watching the numbers grow. I carried this idea of working hard and saving into my adulthood and my career as a financial advisor. Business was great - but not inspiring. Then came the concept of Financial Life Planning. The idea of integrating what is most important in my clients’ lives with the way they manage their finances was both mind-blowing and simplistic. Now, I spend every day helping people align their financial behaviors with the things most important to them.

cordisfinancial.com

Alecia Modahl, CFP®
KMS Financial Services, Inc; Redmond, WA

Alecia Modahl is a CERTIFIED FINANCIAL PLANNER™ with KMS Financial Services, Inc.  Prior to joining KMS, Alecia worked in both the corporate insurance and boutique investment firm environments.  Alecia branched out on her own in 2009 to pursue her vision of building a life-centered financial planning practice.

Alecia earned her JD from the University of Oregon School of Law.  After law school, Alecia completed her LLM degree in Taxation at the University of Washington.  Before entering the financial services industry, Alecia spent two years working as a Consultant in the fields of International Taxation and Business Valuation.

In 1996, Alecia earned a Masters Degree in Engineering Economic Systems from Stanford University, where she focused on applying Decision Analysis as a quantitative model for making qualitative decisions.

Alecia served two years in the Peace Corps as a high school Mathematics teacher in Burkina Faso, West Africa.

Alecia is an avid cyclist, enjoys encaustic painting and is an aspiring author in the field of financial literacy. 

almfinancialsolutions.com

Johnny Roland EA, CFP®
Aspire Planning Associates; Walnut Creek, CA

Before co-founding Aspire Planning Associates, Johnny joined Evor at Aspire Capital Management in 2011, bringing with him more than a quarter-century of experience in financial services. His personal passion lies in offering solid, plain-spoken advice on the complex financial challenges many families face and helping them cut through the confusing, misleading information that can otherwise deter them from achieving their goals. Johnny holds an MBA in international business and a bachelor’s degree in social welfare. He is a CERTIFIED FINANCIAL PLANNER ™ practitioner as well as an Enrolled Agent (EA), the highest credential awarded by the Internal Revenue Service, with unlimited rights to represent taxpayers before the IRS. Johnny is also a registered counselor with the California Department of Aging’s Health Insurance Counseling and Advocacy Program (HICAP) and participates in Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs.

aspire-planning.com

Tanya Steinhofer CFA, CFP®
Redwood Grove Wealth Management; Larkspur, CA

Tanya is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) with over 15 years of diverse investment industry experience, including expertise in real assets (e.g., real estate, commodities) and sustainable/socially responsible investing (SRI). She is passionate about helping women and families with young children with their finances.

In addition to her professional endeavors, she is an active non-profit volunteer, with an emphasis on financial literacy for non-profits such as Junior Achievement.  She serves on the advisory board of the Bay Area Financial Education Foundation, whose mission is to improve the financial literacy of Bay Area youth. She is a Past President of the Financial Planning Association of San Francisco and a member of the CFA Society of San Francisco.  In recognition of her contributions to the profession and community, she was awarded the 2017 Heart of Financial Planning by the Financial Planning Association. Her education includes both a BA and an MBA from UC Berkeley. Her passions outside of work and family include running, cycling, skiing, gardening and traveling.

redwoodgrovewm.com

Todd Woodard CFP®
Mosaic Wealth Management; Winter Springs, FL

When I was 10, I got my first job delivering newspapers for USA Today. In middle school and high school, I mowed lawns and had a virtual monopoly in the neighborhood where we lived. As a student at the University of Central Florida, I brokered baseball cards and worked two jobs in order to pay my way through school. I learned at an early age two very important lessons from my parents: 1) money does not grow on trees and 2) if you get a good education, and you’re willing to work hard, anything is possible. After finishing college and working for another privately owned firm for four years, it only seemed natural that I would start Mosaic Wealth Management Group. In March 1996, I set out with the vision to serve clients by delivering objective and unbiased wealth management solutions. Like most business owners, it was a lonely start and truth be told, Mosaic Wealth Management Group was not much of a group at all. Since those early, isolated days subleasing an 8’ x 8’ office from an attorney I knew, we have been blessed to assemble an extremely talented team of advisors and staff, all sharing the same passion to deliver best of class solutions with world class service.

mosaic-wealth.com