Virtual or Face-to-Face: Virtual

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

Stacy Miller

Post date May 31, 2025

Hi, Iʼm Stacy—Founder of BayView Financial Planning and a proud military spouse to a retired U.S. Army officer. I know firsthand the financial uncertainty that can come with PCS moves, career pauses, and constant change. After decades of underemployment and raising two sons (who graduated college debt-free), I turned my personal experience into professional purpose.

Today, I help military families, veterans, and surviving spouses take control of their financial future—no matter what stage of life theyʼre in. Whether you’re navigating retirement, transitioning out of the service, or managing household finances solo, Iʼm here as your partner
and advocate. As a Certified Financial Planner®, Military Qualified Financial Planner®, and fee-only fiduciary, I offer unbiased advice rooted in empathy, transparency, and real-world understanding. My approach is calm, organized, and judgment-free—because military life is complicated enough. I work virtually with clients nationwide and am proud to be affiliated with leading organizations like the Military Financial Advisors Association (MFAA). My work has been featured in
The Wall Street Journal and The New York Times—but the true reward is helping military families like yours find clarity, confidence, and peace of mind.

Address
Tampa, FL

Firm Name
BayView Financial Planning

Firm Website
bayviewfp.com

Phone Number
(813) 395-9501

E-mail
info@bayviewfp.com

Credentials
CFP®

MQFP

Rob Moore

Post date May 29, 2025

Hi, I’m Rob, founder and owner of Everman Prosperity, a fee-only financial planning firm located in Northern Virginia. With a specialization in comprehensive financial planning and investment management, I am dedicated to helping American families create and pursue their prosperous lives. An Army veteran, I take pride in my service to my country and citizens. Driven by a continued sense of purpose, I established Everman Prosperity with a service-first business model. I am proud to hold the MQFP designation, signaling a commitment to military families and veterans while
underscoring expertise and fiduciary duty to my clients. I am also a candidate for CFP certification, further demonstrating dedication to providing top-tier financial advice. As a husband,
father, veteran, and entrepreneur, I have found my prosperity. Let me help you find yours.

Address
Fairfax Station, VA

Firm Name
Everman Prosperity

Firm Website
prosperwitheverman.com

Phone Number
(571)244-1802

E-mail
Rob@prosperwitheverman.com

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

Desiree Kaul

Post date January 13, 2025

Growing up without much understanding of money management, Desiree developed a passion for finances after navigating my own financial hiccups early in her career. Desiree thoroughly enjoys assisting others with achieving their financial goals.

Desiree has two years of tax preparation experience, she participates in the Annual Filing Season Program and she has over a decade of experience in financial planning, counseling, and education with individuals and families from all walks of life.

Address
Satellite Beach, FL

Firm Name
Kaul Financial Solutions

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

Phone Number
(321) 219-9251

E-mail
desiree@kaulfinancialsolutions.com

Credentials
AFC®CFP®ChFC®

MQFP

Amy King

Post date January 13, 2025

Amy King began her military career in 1994 in the US Naval Reserves. Desiring to serve as an officer, Amy transitioned to the US Army Reserves and the US Army ROTC. She was commissioned a Second Lieutenant and entered active duty in 1997 where she served for over 22 years.
Amy retired from the US Army in 2019 and began her career as a financial advisor. As a Military Veteran who was married to a Federal Civilian spouse, Amy has an insider’s understanding of the challenges and benefits of the military and Federal Civilian systems.
Amy is a CERTIFIED FINANCIAL PLANNER™, a Military Qualified Financial Planner®, and a Chartered Federal Employee Benefits Consultant She’s built her expertise and her firm specifically to help Military Veterans and Federal Civilians address the unique challenges they face while leveraging and maximizing unique benefits.
Amy is a proud member of the Military Financial Advisors Association, National Association of Personal Financial Advisors, XY Planning Network, and the FeeOnlyNetwork.

Address
FALLSTON, MD

Firm Name
Instar Financial Planning

Firm Website
https://www.instarfp.com

Phone Number
(410) 877-6441

E-mail
amy@instarfp.com

Credentials
CFP®

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

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

Alan Nelson

Post date January 13, 2025

Hi, I’m Alan Nelson, founder of Measured Money Maneuvers. My passion is to help military, veterans and military family members live their best and full rich lives. I enlisted in the Navy with the goals to serve our country, learn valuable skills, hopefully figure out what I wanted to pursue in life, and get my college education paid for, or at least get the GI Bill to assist with college later. I was fortunate to earn a commissioning program after a few years and went on to a career as a submarine officer. During my 25 years in the submarine force as a mustang officer, I strove to help my Sailors holistically – professionally, personally and of course, financially. I was frustrated by the predatory practices I saw impacting our military and their finances, so after transition I earned my CFP® to start my own fiduciary fee-only firm to support my tribe. Realizing how challenging career transition is from the military, I’ve spent years as a volunteer career transition coach and financial literacy educator and now combine these skills with comprehensive financial planning to help people navigate comfortably through all of life’s challenges and opportunities.

Address
Solana Beach, CA

Firm Name
Measured Money Maneuvers

Firm Website
https://measuredmoneymaneuvers.com/

Phone Number
(858) 432-9440

E-mail
alan@measuredmoneymaneuvers.com

Credentials
CFP®ChFC®

MQFP

Heidi Clemons

Post date January 13, 2025

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®

Next Exam Window 22-26 October, 2025

MILITARY QUALIFIED FINANCIAL PLANNER – MQFP

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