Next Exam Window 21-25 May, 2025

Categories
MQFP

Heidi Clemons

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®

Categories
MQFP

Omen Quelvog

I decided to become a financial planner in 2019 after realizing this was a passion, not a job. As I researched the landscape of this industry, particularly those businesses that target the military with high-cost insurance and investment products, I decided to become a fee-only financial advisor to avoid the pressure of selling products and compromising client trust in my motives. I retired from the Marine Corps in 2024 and immediately began working for Clear Insight Wealth Management. I passed the Series 65 Uniform Investment Law exam in October 2023. I also passed the CFP® exam in March of 2023 and am working to complete my experience hours requirement. I became a Military Qualified Financial Planner® in November of 2024. I am a member of my local Financial Planning Association and the Military Financial Advisors Association. When I am not “nerding” out behind a spreadsheet, I’m usually with my wife, exploring our local city of Fredericksburg, Virginia. Family is an essential part of my life, and my grown children, being actors and musicians, theater and music are significant parts of my life as well. I am also a musician and serve in various capacities within our Fredericksburg, VA communities.

Firm Name
Clear Insight Wealth Management

Firm Website
www.myciwm.com

Phone Number
(571) 732-9856

E-mail
omen@myciwm.com

Credentials
MQFP®

Categories
MQFP

David Robinson

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

Categories
MQFP

Shari Evans

​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®