About My Practice
As a Registered Investment Adviser firm, First Command Financial Planning, Inc., 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.
©2013 First Command Financial Services, Inc., parent of First Command Financial Planning, Inc. (Member SIPC, FINRA), First Command Insurance Services, Inc. and First Command Bank. Financial planning services and investment products, including securities, are offered by First Command Financial Planning, Inc. Insurance products and services are offered by First Command Insurance Services, Inc. in all states except Montana, where as required by law, insurance products and services are offered by First Command Financial Services, Inc. (a separate Montana domestic corporation). Banking products and services are offered by First Command Bank. Securities products are not FDIC insured, have no bank guarantee and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met.
In Europe, investment and insurance products and services are offered through First Command Europe Limited. First Command Europe Limited is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Limited.
I have been offering financial advice to deserving American families since 2002.
My team and I work one-to-one with our clients to understand what is important and unique to them, their businesses and their families. We understand that taking time to identify what's important to you is the first step in developing a meaningful financial plan. We understand that your motivation and commitment are greatest when your goals and plans are aligned with your core values; what matters most to you. This information provides the foundation for a development of a comprehensive step-by-step strategic plan to help you pursue your goals. My role is to facilitate the development of a comprehensive and integrated Financial Plan, which includes risk management, cash management, and wealth accumulation and management based upon your values, goals and what's important to you. As your First Command Financial Planning advisor, I'll work with you to take action on your personal and business financial strategy. I plan to meet with you regularly to monitor and review your plan and identify adjustments that may be necessary as your goals evolve.
I will provide a complimentary initial consultation to prospective clients so that we can determine if your needs and my practice are well matched. The initial consultation provides an overview of financial concepts. You will not receive analysis and/or recommendations at that meeting.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 6, 26, 63, 65
Life insurance: CO, Health/disability insurance: CO, Property/casualty: CO, Fixed annuities: CO, Variable annuities: CO
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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