Male or Female: Male

MQFP

Andrew Chaffee

Post date July 11, 2025

Andrew joined Apella Wealth in 2022 after transitioning from the defense contracting industry, where he spent nine years in various general management roles. Prior to that he spent seven years in the US Navy as an active-duty naval officer in the explosive ordnance disposal (EOD) community. At Apella Wealth, we provide comprehensive financial planning to clients in all walks of life, but our Reston, VA office has a particular focus on federal and military professionals, corporate executives, and individuals planning a retirement transition. Reach out to schedule some time either in person at our Reston, VA office or remotely, to learn how we can help you with your financial concerns.

Address
Reston, VA

Firm Name
Apella Wealth

Firm Website
https://apellawealth.com/

E-mail
achaffee@apellawealth.com

Credentials
CFP®

Matthew Stelmaszek

Post date June 27, 2025

My career began in a role dedicated to protection—as a Firefighter/EMT in the U.S. Air Force. Today, that same commitment to service is the foundation of Stellar Wealth Management. Iʼm Matthew Stelmaszek, and I founded this firm to guide my clients through critical financial decisions with a clear, proactive strategy. As a veteran, an active-duty spouse, and a father of two, I have experienced all the challenges faced by service members and their families which allows me to serve the specific needs of veterans, real estate investors, and fellow solopreneurs. Nearly every significant life decision carries a tax impact. My mission is to be the trusted professional by your side, helping you navigate the complexities of tax preparation and planning. Together, we can build a strategy that allows you to face the future with confidence and financial clarity.

Address
Las Vegas

Firm Name
Stellar Wealth Management

Firm Website
https://www.stellarwm.com/

E-mail
matthew@stellarwm.com

Credentials
ChFC®

MQFP

Sam Lewis

Post date June 6, 2025

Hi, Iʼm Sam Lewis — a fiduciary financial planner with a passion for helping real people make confident, informed decisions about their money. Whether youʼre navigating military benefits, preparing for private school tuition, or simply trying to align your finances with your values, I bring clarity to the process. I work with families, professionals, and service members who want more than just investment advice — they want a trusted partner who listens, educates, and puts their interests first. With a strong foundation in both financial planning and military life, I understand the unique challenges you face and tailor strategies that fit your world — not just a spreadsheet. No sales pitches. No jargon. Just honest guidance that puts your goals front and
center.

Address
Wilmington, DE

Firm Name
SJL Financial

Firm Website
wecanplanforthat.com

Phone
(302) 827-PLAN

E-mail
sam@wecanplanforthat.com

Credentials
CFP®
ChFC®

MQFP

Kirk Reagan

Post date June 2, 2025

I am a 25 year retired Air Force Pilot. After retirement, I spent 2+ years at a major firm to gain experience and earn my CFP. If you are looking for an advice-only relationship with someone who understands the military, lets start working together!

Address
Dallas, TX

Firm Name
High Flight Financial LLC

Firm Website
highflightfinancial.biz

Phone Number
(484) 462-4737‬

E-mail
kirkreagan@highflightfinancial.biz

Credentials
CFP®

MQFP

Greg Young

Post date May 31, 2025

You’ve led with purpose. Now it’s time to plan with purpose. I help military leaders—especially those approaching retirement or transitioning to their next mission—navigate complex financial decisions with clarity, confidence, and a plan aligned to what matters most. As a Navy veteran and CERTIFIED FINANCIAL PLANNER™ professional, I understand the unique intersection of military benefits, second-career income, and personal goals. I work closely with clients to integrate their resources, such as pensions, VA benefits, and Thrift Savings Plan allocations, into a cohesive strategy that reflects their values and vision for the future. Whether you’re evaluating civilian job offers, managing cash flow during the transition, or seeking to simplify your financial life, I’m here to help you chart a thoughtful course forward. Based in Rhode Island, I work virtually with military families across the country. Let’s build your next chapter—on your terms.

Address
North Kingtown, RI

Firm Name
Ahead Full Wealth Management, LLC

Firm Website
aheadfullwealth.com

Phone Number
(401) 584-0313

E-mail
gregy@aheadfullwealth.com

Credentials
CFP®
ChFC®

MQFP

Rob Moore

Post date May 29, 2025

Hi, Iʼm Rob. Iʼm the founder and owner of Everman Prosperity, a fee-only financial planning firm based in Northern Virginia. I started laying the foundation for Everman in 2021 with a clear mission: to build a service-first business rooted in integrity, trust, and a genuine desire to help others thrive financially. As a proud Army Veteran, service has always been at the heart of who I am. That same commitment drives the work I do every day. I hold the Military Qualified Financial Planner (MQFP®) designation and am currently a candidate for CFP® certification, which reflects my dedication to lifelong learning and the craft of financial planning.

At Everman Prosperity, I offer ongoing comprehensive financial planning services—including investment management, tax planning and preparation, estate and insurance planning, and budgeting and cash flow strategies. I specialize in working with military families and individuals transitioning into second careers or retirement, helping them navigate complex financial decisions with clarity and confidence. I live in Northern Virginia with my wife and our three teenage children. As a husband, father, veteran, and entrepreneur, Iʼve found my prosperity – let me help you find yours.

Address
Fairfax Station, VA

Firm Name
Everman Prosperity

Firm Website
prosperwitheverman.com

Phone Number
(571)244-1802

E-mail
Rob@prosperwitheverman.com

MQFP

Joseph Brown

Post date May 7, 2025

Dr. Joseph D. Brown, CFP®, MQFP®, is a dedicated financial planner and founder of Always Ready Financial Planning LLC, specializing in personalized financial services for military personnel, veterans, and their families. With a particular focus on college planning and maximizing veterans’ benefits for education, he offers tailored strategies to promote long-term financial well-being.

Drawing from 25 years of service as a US Coast Guard officer, Dr. Brown brings a deep understanding of the unique financial challenges faced by the military community. His military career included key leadership roles and participation in significant operations such as OPERATION DEEP FREEZE and the Deep Water Horizon Oil Spill response.

Dr. Brown holds a Master’s in Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Military Qualified Financial Planner™. He is also a visiting professor of personal finance at the US Coast Guard Academy, where he educates future officers on financial matters.

Outside of his professional endeavors, Dr. Brown resides in Westerly, RI, with his wife, Melissa, and their three children. He is passionate about ocean activities, woodworking, and golf.

Firm Name
Always Ready Financial Planning, LLC

Firm Website
AlwaysReadyFP.com

E-mail
Joe@alwaysreadyfp.com

Credentials
Ph.D., CFP®, MQFP®, MSFP, BFA

MQFP

Daniel Huffman

Post date January 13, 2025

Hi! I help people achieve financial independence through real estate investing. Most of my clients want to achieve financial independence (FI) before traditional retirement ages, so we create a financial plan for early FI mostly centered around aggressive real estate and other investments while focused on helping you gain clarity on what your ideal life looks like and creating it now!

Address
COLORADO SPRINGS, CO

Firm Name
Cornerstone Financial Planning

Firm Website

Home

E-mail
dan@cornerstonefiplanning.com

Credentials
ChFC®

MQFP

Erik Baskin

Post date January 13, 2025

Hi, I’m Erik, Founder of Baskin Financial Planning, a fee-only financial planning firm located in Colorado Springs, Colorado focused on serving veteran families and business owners.

In 2018, after graduating the U.S. Air Force Academy with an Economics degree, I began my professional career as a hospital administrator in the Air Force. As I was sitting in my apartment in Cheyenne, Wyoming after work every day, I quickly realized that this wasn’t going to be a career for me. It was a great first job, but wasn’t my calling. I was captain of a Division I hockey team in college, and I still have that competitive drive that I need to harness into something.

I began building the groundwork for Baskin Financial Planning in early 2019 while getting my MBA, studying for and passing the CFP exam, then finally launching the business in 2021 all while serving on active duty.

When I’m not busy nerding out with clients on financial planning and investing, I keep busy by spending time with my wife Shelley and my Greyhound Annie, coaching hockey, working out, playing golf, hunting, going to country concerts, or reading a book outside on my favorite subject…personal finance.

Address
Colorado Springs, CO

Firm Name
Baskin Financial Planning

Firm Website
https://www.baskinfp.com/

Phone Number
(719) 203-1462

E-mail
erik@baskinfp.com

Credentials
CFP®

MQFP

Alan Nelson

Post date January 13, 2025

Hi, I’m Alan Nelson, founder of Measured Money Maneuvers. My passion is to help military, veterans and military family members live their best and full rich lives. I enlisted in the Navy with the goals to serve our country, learn valuable skills, hopefully figure out what I wanted to pursue in life, and get my college education paid for, or at least get the GI Bill to assist with college later. I was fortunate to earn a commissioning program after a few years and went on to a career as a submarine officer. During my 25 years in the submarine force as a mustang officer, I strove to help my Sailors holistically – professionally, personally and of course, financially. I was frustrated by the predatory practices I saw impacting our military and their finances, so after transition I earned my CFP® to start my own fiduciary fee-only firm to support my tribe. Realizing how challenging career transition is from the military, I’ve spent years as a volunteer career transition coach and financial literacy educator and now combine these skills with comprehensive financial planning to help people navigate comfortably through all of life’s challenges and opportunities.

Address
Solana Beach, CA

Firm Name
Measured Money Maneuvers

Firm Website
https://measuredmoneymaneuvers.com/

Phone Number
(858) 432-9440

E-mail
alan@measuredmoneymaneuvers.com

Credentials
CFP® ChFC®

Next Exam Window 22-26 October, 2025

MILITARY QUALIFIED FINANCIAL PLANNER – MQFP®

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