Next Exam Window 21-25 May, 2025

Categories
MQFP

Daniel Huffman

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®

Categories
MQFP

Erik Baskin

Hi, I’m Erik, Founder of Baskin Financial Planning, a fee-only financial planning firm located in Colorado Springs, Colorado focused on serving veteran families and business owners.

In 2018, after graduating the U.S. Air Force Academy with an Economics degree, I began my professional career as a hospital administrator in the Air Force. As I was sitting in my apartment in Cheyenne, Wyoming after work every day, I quickly realized that this wasn’t going to be a career for me. It was a great first job, but wasn’t my calling. I was captain of a Division I hockey team in college, and I still have that competitive drive that I need to harness into something.

I began building the groundwork for Baskin Financial Planning in early 2019 while getting my MBA, studying for and passing the CFP exam, then finally launching the business in 2021 all while serving on active duty.

When I’m not busy nerding out with clients on financial planning and investing, I keep busy by spending time with my wife Shelley and my Greyhound Annie, coaching hockey, working out, playing golf, hunting, going to country concerts, or reading a book outside on my favorite subject…personal finance.

Address
Colorado Springs, CO

Firm Name
Baskin Financial Planning

Firm Website
https://www.baskinfp.com/

Phone Number
(719) 203-1462

E-mail
erik@baskinfp.com

Credentials
CFP®

Categories
MQFP

Brian O’Neill

Brian “ALF” O’Neill served 23 years in the Air Force flying F-16s, F-35s, and commanding at multiple levels. In 2021, he launched Winged Wealth Management and Financial Planning LLC, a fee-only RIA focusing on Military and Veteran families with a specialization in the fighter aircrew community. The firm grew rapidly, fueled both by the focus on a niche and the use of frequent blogging. Brian has attended MilMoneyCon and presented each year. He is the current Officer in Charge of the Military Financial Advisors Association (MFAA) and helped launch the Military Qualified Financial Planner (MQFP®) Credential. Brian is a CFP® Professional and IRS Enrolled Agent (EA).

Firm Name
Winged Wealth Management and Financial Planning LLC

Firm Website

The Fighter Pilot’s Financial Advisor

Phone Number
(850) 739-0331

E-mail
brian.oneill@wingedwealth.com

Credentials
CFP®EA