Specialty: Faith-Based Approach

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

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

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

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®

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