First Command - Columbia, SC

First Command - Columbia, SC First Command coaches our Nation’s military families in their pursuit of financial security.

Coaching those who serve in their pursuit of financial security

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/

One of our own out at the Fort Jackson FMWR Summer Reading event this past Saturday 📚 Summer reading does its steady wor...
06/02/2026

One of our own out at the Fort Jackson FMWR Summer Reading event this past Saturday 📚 Summer reading does its steady work, keeping young minds moving while routines loosen for the season. Even better when it’s paired with real support for military families, exactly how community should look.

A strong example of showing up for those who serve and making an impact. Happy to support!


First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefits programs referenced, by the U.S. government, or the U.S. Armed Forces.

Great time at Fort Jackson FMWR Summer Reading Event!
06/01/2026

Great time at Fort Jackson FMWR Summer Reading Event!

Our Columbia District offices set aside time to come together and take a closer look at how we think, how we work, and h...
06/01/2026

Our Columbia District offices set aside time to come together and take a closer look at how we think, how we work, and how we show up for clients.

It’s hard to replace real conversation and focused attention with emails and quick check-ins. The conversations are more focused, the feedback is more direct, and the alignment is clearer.

Time together like this makes a difference in how each office operates. Same team, same goal.


[email protected]
(803) 336-7388
3321 Forest Drive, Suite 3
Columbia, South Carolina, 29204

Exploring career paths in financial services often starts with understanding the fundamentals.This carousel addresses co...
05/31/2026

Exploring career paths in financial services often starts with understanding the fundamentals.

This carousel addresses common questions about beginning a career as a First Command Financial Advisor, helping set clear, realistic expectations.

May 29… the only time “529” isn’t a typo, it’s a financial strategy.A 529 education savings account is a commonly used w...
05/29/2026

May 29… the only time “529” isn’t a typo, it’s a financial strategy.

A 529 education savings account is a commonly used way to prepare for future education costs. It offers a tax-advantaged way to set money aside for qualified expenses, including college and other eligible programs depending on the plan. 529 plans are designed to support long-term education savings and may offer flexibility depending on the plan. Regular contributions may help build education savings over time, depending on investment performance. Whether you’re saving for kids, grandkids, or planning ahead, it can be a tool to help plan for education expenses.


[email protected]
(803) 336-7388
3321 Forest Drive, Suite 3
Columbia, South Carolina, 29204

Prior to investing in a 529 College Savings Plan, you should compare the Plan with any 529 college savings plan offered by your home state or your beneficiary’s home state and consider, before investing, any state tax or other benefits that are only available for investments in the home state’s plan. Please read the Plan’s Disclosure Document which includes investment objectives, risks, fees, charges and expenses, and other information. You should read the Plan Disclosure Document carefully before investing. For this and other information on any 529 College Savings Plan, contact First Command at (803) 336-7388 or your Financial Advisor. Please note that the availability of tax or other benefits may be conditioned on meeting certain requirements such as residency, purpose for or timing of distributions or other factors as applicable. As with any investment, it is possible to lose money by investing in a 529 College Savings Plan. Information provided is for general purposes only and is not intended to be a substitute for specific individualized tax or legal advice. Where specific advice is necessary or appropriate, please consult a qualified tax or legal advisor.

There’s a lot happening in your first months of military service. Taking time to understand your pay now may help you bu...
05/28/2026

There’s a lot happening in your first months of military service. Taking time to understand your pay now may help you build strong financial habits that support long term confidence and stability.

  to last month’s DA Workshop in Fort Worth with Holly Heath, a good friend and trusted financial planning partner. What...
05/28/2026

to last month’s DA Workshop in Fort Worth with Holly Heath, a good friend and trusted financial planning partner.

What really stood out in our conversations was the thoughtfulness behind true financial planning. It’s not about one-off decisions but aligning taxes, cash flow, investments, and long-term goals into one intentional strategy. When planning is proactive and connected, today’s choices can have a meaningful impact years down the road.

Always enjoy learning alongside professionals who approach planning with clarity, intention, and purpose.


[email protected]
(803) 336-7388
3321 Forest Drive, Suite 3
Columbia, South Carolina, 29204

First Command and its affiliates do not provide legal or tax advice. This material is for informational purposes only and should not be relied on for legal or tax advice. You should consult your own legal or tax advisors before engaging in any transaction.

The team in action at Fort Jackson FMWR Summer Kickoff!
05/28/2026

The team in action at Fort Jackson FMWR Summer Kickoff!

05/27/2026

At some point, “sleeping wrong” becomes a legitimate injury and reading glasses seem to multiply overnight. Getting older has a way of sneaking up on you.

It’s also a reminder to stay active and prioritize your health. Consistent movement and healthy habits can make a real difference in maintaining independence and quality of life over time.

With that comes a growing responsibility to think about how your health may impact the people around you. Do you have a plan in place for long-term care if there’s a major health change, whether temporary or ongoing?

Having the right coverage and a clear plan can help protect both your independence and your family’s financial stability.

Fort Jackson MWR delivered a great event this past Saturday, with the Weston Lake Summer Kick Off offering the perfect l...
05/26/2026

Fort Jackson MWR delivered a great event this past Saturday, with the Weston Lake Summer Kick Off offering the perfect lakeside setting to meet new faces and reconnect with familiar ones. Between good conversations, beautiful views, and the Army band absolutely killing it, the setting made it easy to slow things down and connect.

Engaging beyond the office to help support financial direction and the goals clients are working toward.


[email protected]
(803) 790-7118
(803) 336-7388
3321 Forest Drive, Suite 3
Columbia, South Carolina, 29204

First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefits programs referenced, by the U.S. government, or the U.S. Armed Forces.

Address

3321 Forest Drive Suite 3
Columbia, SC
29204

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18037907118

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