I don’t possess any of the listed credentials, but I helped develop the MQFP certification. I have over 25 years of experience with financial independence at the AFC level, and I’m happy to answer your questions for free.
Firm Name
The Military Guide
Firm Website
https://MilitaryFinancialIndependence.com
E-mail
NordsNords@Gmail.com
Credentials
Financially independent for over 20 years.
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
Phone Number
(850) 739-0331
E-mail
brian.oneill@wingedwealth.com
Credentials
CFP®, EA, MQFP®
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®
Andi Wrenn, AFC® has had a passion for helping people make sound financial decisions for two decades. She has a master’s in counseling, and is a Family Financial Mediation professional.
Andi is Past President of the AFCPE® Board of Directors, and recently retired from working in leadership in military contracts related to personal finance. She continues developing educational programs for CFP®, ChFC®, and AFC® continuing education and experience hour through her business Coaching Capability. She is a military financial subject matter expert after managing a large government contract for DoD from 2008-2023 providing financial education and counseling. She was awarded 2021 Outstanding Education of the Year program from AFCPE®, and in 2023 Women Working in Wealth award.
She was awarded the 2007 FINRA Foundation Military Spouse Fellowship, Zachary and Elizabeth Fisher Humanitarian Award – Air Force, and FINRA Foundation Mentor of the year twice. Andi’s husband served in the United States Air Force. As a military spouse widow, she now serves as a TAPS Mentor to assist other military widows in their time of tragedy and grief, volunteers with the USO, and mentors financial professionals to reach their goals professionally.
Phone Number
(252) 915-2737
E-mail
andi.m.wrenn@gmail.com
Credentials
AFC®
Shari Evans, AFC ®, MQFP®, and Founder of iTitheFirst, LLC is a personal financial counselor and freelance contributor. My individualized, judgment-free and client-focused approach to money management has helped clients around the world reach their financial goals. I am a retired US Army Officer, a veteran of Iraq and Afghanistan, a Military Spouse, and mom of two energetic little girls. My motto is “one dollar at a time” and I can be reached at shari@iTitheFirst.com.
Phone Number
(831) 224-3233
E-mail
shari@iTitheFirst.com
Credentials
AFC®
Mike Hunsberger is the Founder and Owner of Next Mission Financial Planning. After my 25-year Air Force career, mainly in the cyber and communications career field, I decided I wanted to do something different.
I’ve always enjoyed financial planning for myself, friends, and family so I pursued my certifications and launched Next Mission when I retired. I primarily work with military members approaching military retirement and military retirees who are planning for ultimate retirement. I help clients build the life they want by balancing living today with building wealth for the future.
Firm Name
Next Mission Financial Planning
Firm Website
NextMissionFinancialPlanning.com
E-mail
mike@nextmissionfinancialplanning.com
Credentials
CFP®, ChFC®, CCFC, MQFP®
Military Qualified Financial Planner MQFP®
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