Contact Information

As a Registered Investment Advisor firm, First Command develops and delivers comprehensive financial services to assist American families in their efforts to build wealth, reduce debt and pursue their lifetime financial goals and dreams.

Through a combination of independent advice and personalized financial plans encouraging consistent investing, carefully selected insurance and adequate savings, First Command has a rich history of establishing lasting relationships with hundreds of thousands of client families since 1958.

Investments and advisory services offered through First Command Financial Planning, Inc., member FINRA, SIPC.

Offering Advice Since

2002

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Tax preparation
Budgeting and cash management 

Licenses, Certifications, Education, and Affiliations

Designations: CFP®
Insurance Licenses:  Life & Health, Annuities, Property & Casualty
Security Licenses:  Series 6, 63, 65
Other Licenses, Certifications, Designations:  Colorado State Long Term Care Partnership liscensed
Investment Advisor Registration:   First Command Financial Services
Education:   BS, Virginia Commonwealth University
Associations & Affiliations: Financial Planning Association, Marine Corps League, Chamber of Commerce

Charges to Clients for Services

Fee (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail fees on mutual funds or insurance policies
Commissions and/or loads for investment products purchased  

My Association with the Office or Firm

Independent Contractor

My Broker / Dealer Affiliation

Registered Representative

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