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

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

Paul began his career as a financial planner in 1983, a time when the profession was still in its infancy and struggling to define itself. The financial planning profession, and indeed Paul’s career within it, has morphed over the decades. Today, Paul is the co-owner of Cordis Financial, where his mission is to be a catalyst for clients through thoughtful, purposeful financial planning. Paul’s expertise and passion are primarily in working with clients in developing financially viable and fulfilling retirement plans.

Paul’s personal life reflects the same purpose that guides him professionally. Family, friends and working for the greater good are sources of inspiration and fulfillment. Paul and his wife, Jeanne, have three children and seven grandchildren. They enjoy spending time at their lake place in northern Minnesota with family and friends. Paul is active in his church and on the board of directors of several non-profit organizations.

cordisfinancial.com

Alecia Modahl, CFP®
ALM Financial Solutions; 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

Lexi Olian, CFP®
Humphreys Group; San Francisco, CA

Every day, I’m driven by a desire to make a difference in my clients’ lives and take one less concern off of their shoulders, rooted in more than 30 years of experience in service-oriented professions — first, in the nonprofit sector, and now in the financial planning world. I’m continually fascinated by the way money shapes every aspect of our lives yet it’s such a difficult topic to discuss, even with our close friends, family members and relatives. At The Humphreys Group, our mission is to change that mindset, dispel our clients’ fears and help them feel more confident and secure about their financial future. 

In particular, I work closely with women investors and strive to demystify their finances and help them solve problems to achieve their goals. I often find that my clients are engaged, self-reflective and interested in making choices for themselves, especially when it comes to both financial and retirement planning. Money can have a critical impact a woman’s security, self-worth and independence, so I focus on helping my clients understand their choices and frame their financial plan around their values and priorities. For me, it’s important to show people that money is a tool they can learn to manage, so I provide my clients with clear, impactful information they can use to facilitate their financial decisions. 

In my opinion, financial planning shouldn’t be complicated. I’m committed to building real, long-term relationships with my clients, and my top priority is to make recommendations based on what matters most to their lives. I’m a Certified Financial Planner™ professional and hold a Master of Nonprofit Administration (M.N.A.) degree from the University of San Francisco, as well as a Bachelor of Science (B.S.) degree in International Agricultural Development from the University of California–Davis.

humphreysgroup.com

Jason A. Smith CFP®
Hausman Advisors; Portland and Hood River, OR

Jason A. Smith, CFP®is a wealth advisor and managing principal for Hausman Advisors, a Registered Investment Advisory firm with offices in Portland and Hood River, Oregon since 2005.  A life-long learner and educator alike, Jason is passionate about helping people discover and act on what is most important to them about their wealth and their lives.  For a decade prior to becoming a financial professional, Jason was a fishery scientist and natural resources consultant, working for a globally recognized river engineering firm based in Hood River. In his free time, Jason enjoys biking, fishing, skiing, hiking and camping with his wife and two children.

hausmanadvisors.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