Virtual or Face-to-Face: Virtual

MQFP

Andrew Chaffee

Post date July 11, 2025

Andrew joined Apella Wealth in 2022 after transitioning from the defense contracting industry, where he spent nine years in various general management roles. Prior to that he spent seven years in the US Navy as an active-duty naval officer in the explosive ordnance disposal (EOD) community. At Apella Wealth, we provide comprehensive financial planning to clients in all walks of life, but our Reston, VA office has a particular focus on federal and military professionals, corporate executives, and individuals planning a retirement transition. Reach out to schedule some time either in person at our Reston, VA office or remotely, to learn how we can help you with your financial concerns.

Address
Reston, VA

Firm Name
Apella Wealth

Firm Website
https://apellawealth.com/

E-mail
achaffee@apellawealth.com

Credentials
CFP®

Matthew Stelmaszek

Post date June 27, 2025

My career began in a role dedicated to protection—as a Firefighter/EMT in the U.S. Air Force. Today, that same commitment to service is the foundation of Stellar Wealth Management. Iʼm Matthew Stelmaszek, and I founded this firm to guide my clients through critical financial decisions with a clear, proactive strategy. As a veteran, an active-duty spouse, and a father of two, I have experienced all the challenges faced by service members and their families which allows me to serve the specific needs of veterans, real estate investors, and fellow solopreneurs. Nearly every significant life decision carries a tax impact. My mission is to be the trusted professional by your side, helping you navigate the complexities of tax preparation and planning. Together, we can build a strategy that allows you to face the future with confidence and financial clarity.

Address
Las Vegas

Firm Name
Stellar Wealth Management

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

E-mail
matthew@stellarwm.com

Credentials
ChFC®

MQFP

Sam Lewis

Post date June 6, 2025

Hi, Iʼm Sam Lewis — a fiduciary financial planner with a passion for helping real people make confident, informed decisions about their money. Whether youʼre navigating military benefits, preparing for private school tuition, or simply trying to align your finances with your values, I bring clarity to the process. I work with families, professionals, and service members who want more than just investment advice — they want a trusted partner who listens, educates, and puts their interests first. With a strong foundation in both financial planning and military life, I understand the unique challenges you face and tailor strategies that fit your world — not just a spreadsheet. No sales pitches. No jargon. Just honest guidance that puts your goals front and
center.

Address
Wilmington, DE

Firm Name
SJL Financial

Firm Website
wecanplanforthat.com

Phone
(302) 827-PLAN

E-mail
sam@wecanplanforthat.com

Credentials
CFP®
ChFC®

MQFP

Vanessa Alanis

Post date June 4, 2025

Hi, Iʼm Vanessa—a financial planner, mom, and military spouse with a deep understanding of the unique challenges military families face. My husband, a retired U.S. Marine, and I raised three amazing kids while moving ten times during his career. I know what itʼs like to juggle deployments, PCS moves, raising a family, and trying to maintain stability in a constantly changing environment. Over the years, Iʼve had the honor of serving military families as a caseworker with the Navy-Marine Corps Relief Society and as a Personal Financial Counselor under a DoD contract, helping them gain clarity and confidence in their finances.

I opened Black Dog Wealth, a 100% remote fiduciary financial firm, so I could continue serving those who serve. I hold the AFC®, ChFC®, CFP®, and MQFP® certifications. I believe in continual education and work hard to provide the highest level of service possible. Financial planning should be empowering, practical, and tailored to real life. I donʼt just talk numbers; I meet people where they are and help them build a path toward financial freedom on their terms. When Iʼm not working, I enjoy horseback riding, hitting the gym, spending time with friends, and planning my next travel adventure.

Firm Name
Black Dog Wealth

Firm Website
blackdogwealth.com

E-mail
vanessa@blackdogwealth.com

Credentials
CFP®
ChFC®
AFC®

MQFP

Kirk Reagan

Post date June 2, 2025

I am a 25 year retired Air Force Pilot. After retirement, I spent 2+ years at a major firm to gain experience and earn my CFP. If you are looking for an advice-only relationship with someone who understands the military, lets start working together!

Address
Dallas, TX

Firm Name
High Flight Financial LLC

Firm Website
highflightfinancial.biz

Phone Number
(484) 462-4737‬

E-mail
kirkreagan@highflightfinancial.biz

Credentials
CFP®

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, Iʼm Rob. Iʼm the founder and owner of Everman Prosperity, a fee-only financial planning firm based in Northern Virginia. I started laying the foundation for Everman in 2021 with a clear mission: to build a service-first business rooted in integrity, trust, and a genuine desire to help others thrive financially. As a proud Army Veteran, service has always been at the heart of who I am. That same commitment drives the work I do every day. I hold the Military Qualified Financial Planner (MQFP®) designation and am currently a candidate for CFP® certification, which reflects my dedication to lifelong learning and the craft of financial planning.

At Everman Prosperity, I offer ongoing comprehensive financial planning services—including investment management, tax planning and preparation, estate and insurance planning, and budgeting and cash flow strategies. I specialize in working with military families and individuals transitioning into second careers or retirement, helping them navigate complex financial decisions with clarity and confidence. I live in Northern Virginia with my wife and our three teenage children. As a husband, father, veteran, and entrepreneur, Iʼve 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.

Firm Name
Always Ready Financial Planning, LLC

Firm Website
AlwaysReadyFP.com

E-mail
Joe@alwaysreadyfp.com

Credentials
Ph.D., CFP®, MQFP®, MSFP, BFA

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®

Next Exam Window 22-26 October, 2025

MILITARY QUALIFIED FINANCIAL PLANNER – MQFP®

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