Carol Anderson, M.S.
Carol Anderson is the founder and President of Money Quotient. 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, Purposeful Planning Institute, and Financial Therapy Association. When not working, Carol enjoys spending time with her family and pets, gardening, and hiking.
Amy N. Mullen, CFP®
Amy Mullen, CFP® is Vice President of Money Quotient. In this role, she frequently presents at national financial industry 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.
Director of Learning Opportunities
Kelly Wilkerson is the Director of Learning Opportunities for Money Quotient. In this role, Kelly plans and schedules Money Quotient events including webinars, training programs, and special events such as the MQ Retreat. She also makes arrangements with presenters and event venues, facilitates webinar sessions, oversees event marketing, and manages the MQ Event Calendar and the Learning Opportunities Recordings Archive. Outside of work, Kelly volunteers with the S.M.A.R.T. (Start Making A Reader Today) program and enjoys hiking, reading, and spending time with friends.
Director of Partner Services
Colleen Smith is the Director of Partner Services. For this role, she draws on 25 years of experience in the Finance Department for the City of Poulsbo in Washington State. Colleen’s MQ responsibilities include issuing and updating MQ Partnership documents, preparing anniversary notices, processing payments, creating and updating Partner web accounts and the Partner Directory, monitoring the Partner Benefits Database, and scheduling appointments for new Partner orientations and Getting-Started Consultations. She also facilitates the customization process and other special requests. In addition to her work with MQ, Colleen spends many hours entertaining friends and perfecting her home and yard.
Robert P. Horwitz
Director of Relationship Development & Manager of First Step Cash Management
Robert Horwitz is the Director of Relationship Development and Manager of the First Step Cash Management System. In this role, he acts as the first line of communication with financial professionals and organizations interested in learning more about Money Quotient tools, training, and ongoing learning opportunities. Robert also educates and supports Level 1 "Sampler" Partners throughout their three-month trial period, and takes a leadership role in managing the First Step Cash Management program. In addition, he is currently completing a Master’s Degree in Public Administration. In his free time, Robert is typically cycling around Portland, enjoying live music, and exploring his new city.
Director of Digital Media & Technologies
Josh Franklin is the Director of Digital Media & Technologies for Money Quotient. In this role, Josh manages our digital interface including graphic design and desktop publishing projects. He also produces video tutorials, photographs MQ events, and creates images for MQ marketing materials and the MQ website. In addition, Josh assists MQ Partners in customizing and branding their acquired materials, and provides the rest of the MQ Team with technical support and training. In his spare time, Josh enjoys drawing, photography, and Classic and Contemporary Cinema.
Director of Operations
Jim Comeau is the Director of Operations for Money Quotient. In this role, his goal is to ensure that Money Quotient's day-to-day activities run smoothly. His responsibilities include refining and documenting internal MQ processes; evaluating the efficiency of MQ procedures; gathering and reporting internal company metrics; working with staff to set strategic goals; and providing constructive feedback to team members. When not working, Jim enjoys team trivia, karaoke, attending concerts, and watching Mystery Science Theater 3000.