Give your financial advising some personality with Financial Psychology's Moneymax quiz

Meet the FPC Team

Kathleen Gurney, PhD, Founder

Kathleen Gurney, PhD, Founder

Kathleen Gurney is a pioneering expert in the study of psychology and money and the founder of Financial Psychology Corporation, a US-based financial consulting company with a worldwide clientele. Dr. Gurney has conducted groundbreaking research in the psychology of money, interviewing tens of thousands of people and applying statistical analyses to those findings.

Her studies were the basis of her best-selling book, Your Money Personality: What It Is and How You Can Profit From It (Doubleday), and for the Moneymax® Personality Profile. Dr. Gurney earned her Ph.D. degree from the University of Southern California and taught there from 1981 to 1987. She also serves as an Advisory Board member for the Journal of Wealth Management.

Thomas Shortreed, CEO

Thomas Shortreed, CEO

Before becoming the CEO of Financial Psychology, Thomas Shortreed had 20+ years successfully using the tool to better know and engage clients. Thomas believes in behavioral finance and has a BFA in Behavioral Finance Designation. Along with being the CEO of Financial Psychology, he’s spent the last 24 years running his own financial planning practice. Thomas knows Moneymax works because he has run over 1,200 profiles himself.

Austin Shortreed

Austin Shortreed

Austin Shortreed serves as the support person for marketing and customer service. In addition to his role with Financial Psychology, he runs Moneymax profiles for a financial planning practice. He also coordinates practice level assessment and comparison reports. Like Tom, Austin has seen the power of Moneymax in practice because he successfully uses the tool to enhance relationships with clients.

Harold Paulson

Harold Paulson

Harold Paulson is the technical director of Financial Psychology and President of Sierra Web Design, Inc. He has over 25 years of experience building and managing websites.

Angela Myers

Angela Myers

Angela manages the digital marketing efforts for Financial Psychology. She is the CEO of Angela Myers Creative, a full scale digital marketing agency which helps small businesses and professionals grow their reach online. She graduated from Elon University with a degree in Professional Writing and Rhetoric.


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