Next Exam Window 12-17 May, 2026

Budgeting/Cash Flow

Uncategorized

Jex Roach

Jex Roach, MEd, MBA, AFC®, MQFP® is a Marine Corps veteran, an Army spouse, and a mother to two daughters.  […]

Andrew Chafee
MQFP

Andrew Chaffee

Andrew joined Apella Wealth in 2022 after transitioning from the defense contracting industry, where he spent nine years in various

Sam Lewis Headshot
MQFP

Sam Lewis

Hi, Iʼm Sam Lewis — a fiduciary financial planner with a passion for helping real people make confident, informed decisions

MQFP

Heidi Clemons

Heidi Clemons, MA, AFC®, MQFP®, is a military spouse of 26+ years. With more than nine years of financial coaching

MQFP

David Robinson

I love helping people with money. Whether it’s coaching them through complex decisions, making a workable plan, or helping folks

MQFP

Shari Evans

​Shari Evans, AFC ®, MQFP®, and Founder of iTitheFirst, LLC is a personal financial counselor and freelance contributor. My individualized,

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