I do this by educating and guiding clients through a comprehensive, personalized process that considers all areas of their financial lives and integrating them. My goal is to develop a long-term relationship with clients where I collaborate with them as their advisor. My commitment to service extends into my community as well. I am active in many community, civic and professional groups and hold l
eadership positions in several of them. When I am not at work or at a group function, I'm likely to be found training for my next 5K, 10K, or half marathon or spending time with my friends and family. Founded in 1958 with a mission to improve the financial well-being of America's professional military families, First Command Financial Services today serves clients from all walks of life at all stages of life. We develop and deliver comprehensive financial plans and solutions to assist families in their efforts to reduce debt, build wealth, and pursue their financial goals and lifetime dreams. We embrace conservative, time-tested financial principles and advocate consistent saving, disciplined investing, and a thoughtful insurance strategy to manage risks to financial well-being. We are vendor and product neutral and as such offer no proprietary products. 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. Please view them here: https://www.firstcommand.com/social-media-guidelines/. CFP® Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and the federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
