Specialty: Incomes Over $250K

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

Joseph Brown

Post date May 7, 2025

Dr. Joseph D. Brown, CFP®, MQFP®, is a dedicated financial planner and founder of Always Ready Financial Planning LLC, specializing in personalized financial services for military personnel, veterans, and their families. With a particular focus on college planning and maximizing veterans’ benefits for education, he offers tailored strategies to promote long-term financial well-being.

Drawing from 25 years of service as a US Coast Guard officer, Dr. Brown brings a deep understanding of the unique financial challenges faced by the military community. His military career included key leadership roles and participation in significant operations such as OPERATION DEEP FREEZE and the Deep Water Horizon Oil Spill response.

Dr. Brown holds a Master’s in Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Military Qualified Financial Planner™. He is also a visiting professor of personal finance at the US Coast Guard Academy, where he educates future officers on financial matters.

Outside of his professional endeavors, Dr. Brown resides in Westerly, RI, with his wife, Melissa, and their three children. He is passionate about ocean activities, woodworking, and golf.

MQFP

Erik Baskin

Post date January 13, 2025

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®

MQFP

Brian O’Neill

Post date January 13, 2025

Brian “ALF” O’Neill is a native of Overland Park, KS. After graduating from the Catholic University of America in Washington, D.C. with a BSE in computer engineering, he attended pilot training at Vance AFB then served F-16 assignments at Shaw AFB, Eglin AFB, Kunsan AB and Nellis AFB as an F-16 Weapons School instructor. He then transitioned to the F-35 in 2012, commanding an operational test squadron at Edwards AFB, CA. He earned three master’s degrees through his military career and served as the military assistant to the Under Secretary of Defense for Policy before finishing his career as an F-35 group commander at Eglin AFB, Florida. Brian maintains the following professional credentials in good standing: CFP®, EA, and MQFP® Brian is married with two beautiful, talented daughters. He is an avid reader and triathlete and dreams of soon finding time to home brew again.

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, MQFP®

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