Specialties
About Me
I launched Next Mission Financial Planning in 2021 after a 25-year career in the Air Force.
I specialize in helping military members and veterans reach their financial goals and live their best lives. Not military-related, I also help non-military families preparing for retirement and figuring out how they are going to pay for college without jeopardizing their own plans. Questions I can help answer: When can I retire? Am I saving enough? How much will college actually cost? How do I minimize my taxes? Military & Veterans Questions I can help answer: Should I take the Survivor Benefit Plan? How can I maximize the GI Bill? How does my pension provide me more options? Options To Work With Me: - Flat-fee financial planning only (You manage your accounts) - Flat-fee financial planning with investment management - One-time or project-based financial planning I am a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant®, Certified College Financial Consultant, and Military Qualified Financial Planner. I've been featured on Kiplinger’s, MarketWatch and Forbes.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CFP®, ChFC®, CCFC, MQFP®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Investment advisory services are offered through APFORIA LTD dba Next Mission Financial Planning; an SEC-registered investment advisor. This communication is not to be directly or indirectly interpreted as a solicitation of investment advisory services.