

ABOUT ME

As a proud Air Force veteran and former firefighter/EMT and current Chartered Financial Consultant® (ChFC) & Military Qualified Financial Planner® (MQFP), I assist military members, veterans, DIY landlords and solopreneurs file their Tax Returns. I , understand the unique challenges you face as a small business owner and spouse of an active duty service member.
What is a MQFP?

An MQFP also holds the CFP®, AFC®, ChFC®, CFA®, CPA, or a State Bar Association license in good standing.
​
Fiduciary and fee-only at all times. An MQFP® operates in a fee-only capacity (no sales, commissions, etc.), works at a firm that also only receives compensation from clients, and is not married to anyone that works in a financial sales capacity.
​
An MQFP exemplifies integrity, competence, skills, diligence, professionalism, obedience of laws and regulations, and an outstanding personal financial history.
What is a ChFC?
The Chartered Financial Consultant designation is a professional that represents the successful completion of a comprehensive course of financial education, examinations, and practical experience.
Individuals who have earned this designation are widely recognized for their extensive knowledge in financial matters and their ability to provide sound advice to clients The rigorous coursework and practical experience required to earn this designation ensure that Chartered Financial Consultants are highly qualified professionals who possess the skills and expertise necessary to provide exceptional financial guidance.

