As a military spouse, she understands the unique situations and circumstances that place pressure on military families and is committed to helping them discover the confidence and peace of mind that come from financial security. Chelcie holds Series 66, 7, SIE securities licenses plus life and health insurance licenses in Hawaii Life and Health. In her free time, Chelcie enjoys spending time with her husband and 4 children and enjoying the beach. First Command offers a comprehensive set of financial planning products and services, including banking, investments,
insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are
committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”
Understanding that the biggest obstacle to financial security for most people is their own behavior, Chelcie serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. Her thorough knowledge of military pay and benefits enables her to advise clients on how to navigate the Blended Retirement System, properly allocate their contributions to the Thrift Savings Plan (TSP) and take full advantage of other benefits. Chelcie will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals
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