Research & Education Task Force
Carol Anderson, M.S.
Money Quotient; Portland, OR
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, Purposeful Planning Institute, and Financial Therapy Association. When not working, Carol enjoys spending time with her family and pets, gardening, and hiking.
Thomas Allison CFP®
Allison Spielman Advisors; Bellevue, WA
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)
Russell Kroeger, CFP®
Paradigm Wealth Architects, LLC; San Francisco, CA
Russell is the Founder of Paradigm Wealth Architects, LLC, a Financial Planning 3.0 practice serving young professionals. He graduated with a B.S. in Finance (CFP® Track) from Virginia Tech and is pursuing an M.S. in Financial Planning and Taxation at Golden Gate University. He is also a graduate of Yeske Buie's Residency Program, was a 2016 Co-Director of NexGen for the FPA of San Francisco, and serves as the 2017 Director of Advocacy for San Francisco and as a representative of the FPA of California.
Outside of his professional roles, Russell maintains an active and healthy lifestyle, and enjoys reading and learning new things. He unplugs by relaxing in San Francisco’s parks, camping, hiking, traveling and experiencing different cultures, and spending time with his girlfriend, friends, and family.