Find a Financial Professional You Can Trust
You’re in the right place if want to work with a financial professional who understands the unique financial issues of military and veteran families. One who will have your back and won’t try to sell you something you don’t need. All the professionals listed on this page hold the MQFP® Certification, meaning:
- They have lived the military life
- They have passed a rigorous exam to prove their knowledge of military and veteran personal finance
- They want to work with military and veteran families
- They have signed an oath to do it as a fee-only, fiduciary financial professional
These are the financial professionals you have been looking for. To make it easier to find the best match for you we have added some search features to help you narrow down the field based on specialization, meeting style, and gender of the financial professional. Find your financial professional today!
Drew Stamp is a retired US Army Master Sergeant with over 10 years’ experience in the Special Forces....
Mike Hunsberger is the Founder and Owner of Next Mission Financial Planning. After his 25-year Air Force...
With 27 years of experience in the financial industry, Randy’s passion for customized comprehensive planning...
Growing up without much understanding of money management, Desiree developed a passion for finances after...
Hi, I’m Erik, Founder of Baskin Financial Planning, a fee-only financial planning firm located in Colorado...
Hi, I’m Alan Nelson, founder of Measured Money Maneuvers. My passion is to help military, veterans and...
Shari Evans, AFC ®, MQFP®, and Founder of iTitheFirst, LLC is a personal financial counselor and freelance...
Adrienne Ross, AFC, CFP, ChFC is founding partner at Clear Insight Wealth Management, a firm dedicated...
Hi! I help people achieve financial independence through real estate investing. Most of my clients want...
Andi Wrenn, AFC® has had a passion for helping people make sound financial decisions for two decades....
I love helping people with money. Whether it’s coaching them through complex decisions, making...
I decided to become a financial planner in 2019 after realizing this was a passion, not a job. As I researched...
Doug Nordman served for 20 years of active duty in the U.S. Navy’s submarine force and retired in 2002...
Heidi Clemons, MA, AFC®, MQFP®, is a military spouse of 26+ years. With more than nine years of financial...
Daniel Kopp, MA, MS, CFP ®, is a fee-only, fiduciary financial planner and founder of Wise Stewardship...
Brian “ALF” O’Neill served 23 years in the Air Force flying F-16s, F-35s, and commanding at multiple...
