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)
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.
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.
Michael Kay, CFP®
Financial Life Focus, LLC; Livingston, NJ
Michael F. Kay, CFP® is President of Financial Life Focus, a fee-only multi-advisor financial life planning firm and the author of The Feel Rich Project (Career Press, June 2016) and The Business of Life. He and his financial advice have been featured in The New York Times, The Wall Street Journal, Fox Business, Forbes and Psychology Today. Through his books, workshops, speeches and client base, he’s helped thousands of women, men and families master their financial lives. He is a former trumpet player and lives in West Orange, New Jersey. http://michaelfkay.com/
Michelle Maton ATA, EA, CFP®
The Planning Center, Inc; Chicago, IL
My most important responsibility as a partner is to help our clients achieve their financial goals. On any given day, you will find me focusing on financial planning, tax strategies and reviews, and transition planning, which helps clients for the inevitable ups and downs in life—for better or worse. In addition, I work with the rest of our team to create more efficient client service systems and processes. Deciphering financial matters can seem complicated at times, so we work hard to make certain that the services we provide do not add another layer of complexity to the whole process. No web site or app can ever replace the nuanced, personalized services we provide. Overall, I believe that our collective financial talents and experience make our firm one that can deliver to clients a broad scope of unique talents and strengths.
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.
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.
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.