Quotient Wealth Partners

Jonathan Blumenthal
CFP^®
As a Co-Founder and Co-CEO of Quotient Wealth Partners, an independent wealth management firm, Jonathan Blumenthal has more than 24 years of experience in helping clients achieve their financial goals. He leads Quotient Wealth's offices in Dallas, Houston, Denver, San Antonio and Morristown, where he provides comprehensive financial guidance to clients and mentors wealth advisors. He is skilled in retirement income planning, portfolio management, and holistic financial advice, making him a valuable asset for both clients and the advisory team.

Jonathan Blumenthal is also a seasoned entrepreneur, having co-founded two wealth management firms in his career. He co-founded Peak Capital Investments, which merged with United Capital after nearly 10 years of operation. At United Capital, he served as Managing Director and Head of Office for 8 years. His experience in mergers and acquisitions has equipped him for the future growth of Quotient Wealth in this area.

Jonathan studied at the University of Haifa, Israel. In his spare time, he enjoys playing golf, watching sports and spending time with his wife, Eve, his daughter, Zoe, and his two sons, Paul and Mason.

Lucas Baker

Lucas Baker is a dedicated Senior Associate, Wealth Advisor at Quotient Wealth Partners, where his primary mission is helping clients optimize their investment savings through meticulous tax strategies, strategic investment management, and comprehensive financial planning. With over four years of industry experience, Lucas has honed his financial acumen and commitment to fiduciary responsibility, which drives every decision he makes to be in the best interest of his clients.

Beyond managing portfolios, Lucas finds genuine joy in educating and empowering his clients to make informed financial choices. With a Bachelor of Science in Finance, he transitioned to Quotient from a prominent wirehouse, bringing a wealth of knowledge and insight to the firm. Outside the office, Lucas and his wife, Laura, demonstrate their passion for financial literacy by teaching the Financial Peace University course through their local church. When not immersed in the world of finance, Lucas enjoys pursuing his love for golf and maintaining an active lifestyle through regular exercise.

Joe Calhoun
CFP^®
Joe Calhoun is a Senior Associate, Wealth Advisor at Quotient Wealth Partners, where he brings over seven years of extensive financial expertise to the firm. Joe's client-centric philosophy is the cornerstone of his approach, recognizing that each individual possesses their unique values and aspirations. Specializing in providing tailored guidance, he offers comprehensive advice spanning investment strategies, tax optimization, retirement income planning, and insurance analysis, all meticulously customized to meet his clients' specific needs.

Joe holds a Certified Financial Planner designation and earned his Bachelor of Science in Finance from Indiana University's Kelley School of Business. Beyond his professional achievements, Joe is a dedicated volunteer for Big Brothers Big Sisters and channels his passion for running to raise funds for St. Jude's Children Hospital, contributing to the fight against pediatric cancer. In his time outside of the office, he enjoys snowboarding, card games, and avidly follows Chicago's sports teams.

Kevin Wilson
CFP^®
Kevin Wilson is a seasoned Wealth Advisor at Quotient Wealth Partners with over five years of experience. As a Certified Financial Planner^®, he dedicates himself to crafting tailored financial solutions that align with his clients' short and long-term goals. His specialization in serving Houston's oil and gas professionals as well as those going through liquidation events underscores his expertise in devising customized financial planning strategies for people of various backgrounds. Kevin's solid foundation in finance, a Bachelor of Administration degree from Oklahoma State University and his financial planning certification, equips him to provide expert advice and guidance. Beyond his professional pursuits, he finds joy in maintaining an active lifestyle through fitness and cherishing moments spent with loved ones, including his wife Katie and their beloved dog, Ruby.

Matt Bennett
CFP^®
Matt Bennett is a financial professional, currently serving as a Partner and Senior Wealth Advisor at Quotient Wealth Partners. With a remarkable career spanning over 13 years in the financial and investment industry, Matt uses his expertise to assist USAA, HEB, and AT&T employees as they navigate the complexities of retirement planning. His core areas of specialization center around crafting tax-efficient strategies and devising comprehensive retirement income plans that strive to empower his clients to achieve financial peace of mind in their golden years. Matt holds an MBA from the Rawls College of Business at Texas Tech University, alongside a Master of Science in Personal Financial Planning and a Bachelor of Science in Retailing, also from Texas Tech University. Beyond his professional life, Matt finds joy in playing golf, attending concerts and sporting events, rocking out on the drums, and cherishing moments with his beloved wife, Natalie, and their daughter, Paige.

Anthony Love
CFP^®, CPA, PFS
Anthony Love is a Managing Director and Senior Wealth Advisor at Quotient Wealth Partners (QWP), based in Houston, Texas. With expertise in Energy, Transportation, Professional Services, and Healthcare industries, Anthony's clientele typically seek his guidance soon after celebrating their 50th birthday. Drawing from a wealth of experience spanning over a decade, he navigates the intricacies of investments, tax planning, estate planning, and long-term strategies, meeting clients at their unique junctures on the path to retirement and beyond. Anthony takes pride in his pivotal role in fortifying the financial bedrock of marriages, collaborating closely with both partners to help guide them towards a financially sound future together. Through meticulous planning, he guides the realization of financial aspirations, expertly steering investments and charting a course for life's significant milestones. His commitment lies in alleviating the weight of financial decision-making. Anthony truly enjoys working with families, leveraging his decade-long tenure as a Vice President and analyst at leading wirehouses before joining QWP. He has an MBA in Finance from Houston Christian University and a Bachelor of Science in Accounting from the University of Tennessee Knoxville.

Bruce F. Fitzsimmons

Bruce F. Fitzsimmons is a Partner and Senior Wealth Advisor at Quotient Wealth Partners, where he thrives on nurturing robust client relationships and guiding them towards the realization of their financial aspirations. With a keen blend of analytical prowess and a wealth of industry expertise, Bruce excels in interpreting the complexities of the financial landscape for his clients. His commitment to simplifying intricate financial matters extends to advising on multifaceted financial issues crucial for achieving long-term goals. He specializes in cash flow analysis, pre-transaction planning, estate and tax planning, risk management, wealth transfer, and charitable planning. Possessing over 16 years of experience as a Vice President and Financial Advisor at a leading RIA, Bruce brings world-class expertise and knowledge to the firm. He holds a Bachelor of Science in Business Administration and is a devoted family man, cherishing moments on the ski slopes with his wife Susan and their two daughters, Emma and Julia.

Jamie Rich
CFP^®
Jamie brings over a decade of wealth management expertise to his role as Vice President and Senior Wealth Advisor at Quotient Wealth Partners. His dedicated focus lies in creating tailored financial plans and customized investment strategies to help clients aspire to their financial goals and aid in securing their retirement. With a background in advertising from West Virginia University, where he also excelled in NCAA Division One soccer, Jamie blends his strategic thinking and discipline into his financial advisory practice. He also holds a certification in financial planning.

Beyond his professional career, Jamie is deeply involved in local charity initiatives as a trustee and board member. He also enjoys boating, globe-trotting, and cherished moments with his wife, Rebecca, and their three children - embodying a balanced approach to life and wealth management.