Department of State, I know the importance of fail-safe, reliable information and service. As a Financial Advisor at First Command, I am committed to helping my clients pursue their financial goals and lifetime dreams by bringing sound knowledge and trustworthy advice to a lasting relationship with each individual and family I serve. My areas of focus include:
• Comprehensive financial planning
•
Investment strategies
• Retirement income planning
• Education funding solutions
• Asset allocation and management
• Insurance solutions and risk management
I hold Series 6, 63 and 65 Security Licenses and am licensed to sell investments and insurance in DC, MD and VA. First Command is a Texas based 50+ year old company that is owned by its Financial Advisors and Employees. First Command’s mission is “Coaching those who serve in their pursuit of their financial security”. Our focus continues to be on building a high-trust, values driven relationship by meeting face-to-face with service members, federal employees, and their families. Periodically I post information regarding my employer First Command Financial Services and the social media usage guidelines that apply to First Command also apply to my pages.
