Specialty: Budgeting/Cash Flow

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®

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

Heidi Clemons

Post date January 13, 2025

Heidi Clemons, MA, AFC®, MQFP®, is a military spouse of 26+ years. With more than nine years of financial coaching experience, she helps her clients learn more about their money habits and behaviors that are limiting them from reaching their financial goals. By exploring their money mindset, her clients often discover how financial trauma may have played a significant role in the way they view and handle their personal finances. Through discovery and open communication, she helps individuals and families develop strategies to address financial trauma and have a better relationship with money.

Heidi loves working with the military population, especially active duty and retired Service Members. Veterans also hold a special place in her heart as she understands how earned benefits from previous service can impact a veteran’s financial circumstances.

In her free time, Heidi and her husband enjoying traveling, cooking and spending time with family.

Address
Honolulu, HI

Firm Name
Managed Expectations

Firm Website
www.heidiclemons.com

Phone Number
(808) 518-8211

E-mail
heidi@heidiclemons.com

Credentials
AFC®

MQFP

David Robinson

Post date January 13, 2025

I love helping people with money. Whether it’s coaching them through complex decisions, making a workable plan, or helping folks dig themselves out of a ton of debt, I love working with clients who are serious about improving their situation.

I served 12 years active duty and am familiar with the unique financial aspects of serving in the military and veteran life afterwards.

Currently, I’m offering financial counseling/coaching for FREE to military, vets, and families. My one request is that you put as much into the meetings as I do. This means showing up on time, homework done, fully focused and engaged. I work with clients looking to make REAL CHANGE. If that’s you, let’s have a chat!

Firm Name
Money With David

Firm Website
No website (yet)

Phone Number
(480) 516-9734

E-mail
david.robinson022814@gmail.com

Credentials
AFC®MQFP

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®

Tell Us What You Think

Other Links and Resources

Next Exam Window 22-26 October, 2025

Military Qualified Financial Planner - MQFP

MILITARY QUALIFIED FINANCIAL PLANNER – MQFP®

Tell Us What You Think

Other Links and Resources