Specialty: Active Duty Military

MQFP

Vanessa Alanis

Post date June 4, 2025

Hi, Iʼm Vanessa—a financial planner, mom, and military spouse with a deep understanding of the unique challenges military families face. My husband, a retired U.S. Marine, and I raised three amazing kids while moving ten times during his career. I know what itʼs like to juggle deployments, PCS moves, raising a family, and trying to maintain stability in a constantly changing environment. Over the years, Iʼve had the honor of serving military families as a caseworker with the Navy-Marine Corps Relief Society and as a Personal Financial Counselor under a DoD contract, helping them gain clarity and confidence in their finances.

I opened Black Dog Wealth, a 100% remote fiduciary financial firm, so I could continue serving those who serve. I hold the AFC®, ChFC®, CFP®, and MQFP® certifications. I believe in continual education and work hard to provide the highest level of service possible. Financial planning should be empowering, practical, and tailored to real life. I donʼt just talk numbers; I meet people where they are and help them build a path toward financial freedom on their terms. When Iʼm not working, I enjoy horseback riding, hitting the gym, spending time with friends, and planning my next travel adventure.

Firm Name
Black Dog Wealth

Firm Website
blackdogwealth.com

E-mail
vanessa@blackdogwealth.com

Credentials
CFP®
ChFC®
AFC®

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

Amy King

Post date January 13, 2025

Amy King began her military career in 1994 in the US Naval Reserves. Desiring to serve as an officer, Amy transitioned to the US Army Reserves and the US Army ROTC. She was commissioned a Second Lieutenant and entered active duty in 1997 where she served for over 22 years.
Amy retired from the US Army in 2019 and began her career as a financial advisor. As a Military Veteran who was married to a Federal Civilian spouse, Amy has an insider’s understanding of the challenges and benefits of the military and Federal Civilian systems.
Amy is a CERTIFIED FINANCIAL PLANNER™, a Military Qualified Financial Planner®, and a Chartered Federal Employee Benefits Consultant She’s built her expertise and her firm specifically to help Military Veterans and Federal Civilians address the unique challenges they face while leveraging and maximizing unique benefits.
Amy is a proud member of the Military Financial Advisors Association, National Association of Personal Financial Advisors, XY Planning Network, and the FeeOnlyNetwork.

Address
FALLSTON, MD

Firm Name
Instar Financial Planning

Firm Website
https://www.instarfp.com

Phone Number
(410) 877-6441

E-mail
amy@instarfp.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®

MQFP

Omen Quelvog

Post date January 13, 2025

Hi, Iʼm Omen—a retired Marine with 25 years of enlisted and officer active duty service. As a Military Qualified Financial Planner (MQFP®), I blend technical expertise with firsthand insight into the unique challenges of military life. Iʼve felt the weight of an ill timed PCS, balanced a single income while raising a family, and navigated deployments that re write every budget line. Those experiences now fuel my mission: helping fellow service members, veterans, and their families build lives of purpose, peace, and financial freedom.

I started Formynder Wealth Management to serve clients the way I always believed they deserved—fee only, fiduciary, and 100 percent client focused. From the first conversation, we work to align your money with what matters most—whether thatʼs a smooth military to civilian transition, making work optional, launching a second act career, or giving generously from a place of abundance. Based in Fredericksburg, VA and operating 100 percent remotely, Formynder Wealth Management meets you wherever duty—or life—takes you, across the country or around the world. If you want a trusted partner who understands the military lifestyle firsthand and is committed to empathetic, disciplined, and compassionate guidance, Iʼm here to help you chart your course—and adjust as the mission changes.

Firm Name
Formynder Wealth Management

Firm Website
www.4myndr.com

Phone Number

(540)360-3572

E-mail
Omen@4myndr.com

Credentials
MQFP®

MQFP

Daniel Kopp

Post date January 13, 2025

Daniel Kopp, MA, MS, CFP ®, is a fee-only, fiduciary financial planner and founder of Wise Stewardship Financial Planning where he helps young widows and widowers as well as military members organize their financial lives by aligning their money with their deeply-held values. He leverages his personal experiences as a widower and an Air Force veteran to offer a deeper level of engagement and connection with his clients. He is also an XYPN and NAPFA member as well as being a founding board member of Military Financial Advisors Association (MFAA). Daniel also hosts the podcast, Military to Financial Planner, to help fellow members of the military community on their career journey into the world of financial planning. His education includes his BS in Economics from Purdue University with highest distinction, an MA from American Military University, a Graduate Certificate from in Financial Therapy and an MS in Advanced Financial Planning from Kansas State University. Daniel is now married to his wife Anna, and lives in the Sarasota, Florida area along with their two sons where they love to explore new places, try interesting cuisines, play board games, and serve in their local church.

Firm Name
Wise Stewardship Financial Planning, LLC

Firm Website

Military Start Here

Phone Number
(857) 209-8437

E-mail
daniel@wisestewardshipfp.com

Credentials
CFP®MA, MS

MQFP

Doug Nordman

Post date January 13, 2025

I don’t possess any of the listed credentials, but I helped develop the MQFP certification. I have over 25 years of experience with financial independence at the AFC level, and I’m happy to answer your questions for free.

Firm Name
The Military Guide

Firm Website
https://MilitaryFinancialIndependence.com

E-mail
NordsNords@Gmail.com

Credentials
Financially independent for over 20 years.

MQFP

Andrew Stamp

Post date January 13, 2025

Drew Stamp is a retired US Army Master Sergeant with over 10 years’ experience in the Special Forces. Additionally, he is a teacher, mentor, and coach who co-founded the Donovan & Bank Foundation, a resource that assists Special Operations servicemembers in their transitions from military service to civilian life and employment. Since providing his first finance class to his Special Forces team in Afghanistan in 2012, he has presented seminars to over 10,000 servicemembers ranging from cadets at Duke University to General Officers at FORSCOM. Andrew has a master’s degree in business administration (MBA), is a CERTIFIED FINANCIAL PLANNER® professional and carries the designations of Military Qualified Financial Planner® and Chartered Financial Consultant®. Through the Donovan & Bank Foundation and a partnership with Advisers Give Back, Drew is able to provide free planning services to servicemembers and veterans who are looking for CFP-level services but are unable to do so because of cost. Drew has a thorough understanding of military retirement & disability compensation, especially in the context of medical retirements both before and after 20 years of service. Drew is married with four children and lives in North Carolina.

Address
Aberdeen, NC

E-mail
drew@donovanbank.org

Credentials
CFP®ChFC®

MQFP

Andi Wrenn

Post date January 13, 2025

Andi Wrenn, AFC® has had a passion for helping people make sound financial decisions for two decades. She has a master’s in counseling, and is a Family Financial Mediation professional.

Andi is Past President of the AFCPE® Board of Directors, and recently retired from working in leadership in military contracts related to personal finance. She continues developing educational programs for CFP®, ChFC®, and AFC® continuing education and experience hour through her business Coaching Capability. She is a military financial subject matter expert after managing a large government contract for DoD from 2008-2023 providing financial education and counseling. She was awarded 2021 Outstanding Education of the Year program from AFCPE®, and in 2023 Women Working in Wealth award.

She was awarded the 2007 FINRA Foundation Military Spouse Fellowship, Zachary and Elizabeth Fisher Humanitarian Award – Air Force, and FINRA Foundation Mentor of the year twice. Andi’s husband served in the United States Air Force. As a military spouse widow, she now serves as a TAPS Mentor to assist other military widows in their time of tragedy and grief, volunteers with the USO, and mentors financial professionals to reach their goals professionally.

Phone Number
(252) 915-2737

E-mail
andi.m.wrenn@gmail.com

Credentials
AFC®

MQFP

Shari Evans

Post date January 13, 2025

Shari Evans, AFC ®, MQFP®, and Founder of iTitheFirst, LLC is a personal financial counselor and freelance contributor. My individualized, judgment-free and client-focused approach to money management has helped clients around the world reach their financial goals. I am a retired US Army Officer, a veteran of Iraq and Afghanistan, a Military Spouse, and mom of two energetic little girls. My motto is “one dollar at a time” and I can be reached at shari@iTitheFirst.com.

Phone Number
(831) 224-3233

E-mail
shari@iTitheFirst.com

Credentials
AFC®

Next Exam Window 22-26 October, 2025

MILITARY QUALIFIED FINANCIAL PLANNER – MQFP®

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