Frank Wheeler, Cfp® Chfc® Ricp® Email & Phone Number

Woodbridge, Virginia, United States

➤ WHAT I DO:I foster enduring client relationships by coaching clients in goal alignment, personalized planning, productive habits, and adaptable strategies for their pursuit of financial security.➤ HOW I DO IT:I promote/coach financial behaviors through responsible debt management, disciplined saving & investing, and comprehensive insurance strategies. As an Investment Advisor Representative, I adhere to a fiduciary standard, which means it is my duty to provide… Show more ➤ WHAT I DO:I foster enduring client relationships by coaching clients in goal alignment, personalized planning, productive habits, and adaptable strategies for their pursuit of financial security.➤ HOW I DO IT:I promote/coach financial behaviors through responsible debt management, disciplined saving & investing, and comprehensive insurance strategies. As an Investment Advisor Representative, I adhere to a fiduciary standard, which means it is my duty to provide investment advice that is in the clients' best interests at all times. ➤ WHAT MAKES ME DIFFERENT:At First Command, our Mission is: “Coaching those who serve in their pursuit of financial security.” We emphasize productive financial behaviors necessary to successfully execute their plan.✔ Want To Learn More?:☏ 703-897-8787 Ext 120✉ fewheeler@firstcommand.comhttps://advisor.firstcommand.com/us/va/woodbridge/fewheeler Thrift Savings Plan| Blended Retirement System| Federal Employee Retirement System Show less

Washington D.C. Metro Area

Provide leadership and program management oversight to multiple programs, and capture and proposal support to win new business.

The Pentagon, Washington Dc, And Alexandria, Virginia

Program Manager leading a 22 employee, 11 company team providing strategic communication products and services in support of the Army Office of the Chief of Public Affairs and the United States Army• Major deliverables included: strategic communication campaign plans; media monitoring, analysis and assessments; planning the Army’s participation in the Association of the United States Army (AUSA) Annual Meeting (the world’s largest land power forum); production of eight large Army tradeshow… Show more Program Manager leading a 22 employee, 11 company team providing strategic communication products and services in support of the Army Office of the Chief of Public Affairs and the United States Army• Major deliverables included: strategic communication campaign plans; media monitoring, analysis and assessments; planning the Army’s participation in the Association of the United States Army (AUSA) Annual Meeting (the world’s largest land power forum); production of eight large Army tradeshow exhibits reflecting the communication priorities of the Secretary and Chief of Staff of the Army; customized enterprise database to plan and assess executive outreach engagements; multimedia products and public relations support of ten Medal of Honor presentations• Led one major and several smaller capture and proposal efforts to win a new base contract. Show less

The Pentagon, Washington, Dc

Developed numerous strategic communication campaign plans and products in support of the United States Army• Wrote and presented the concept for the “Army Suite of Exhibits,” opening a new line of business fore the company.• Contributed to major capture and proposal efforts.

The Pentagon, Washington, Dc

Led a team of fellow officers providing internal consulting, project management and support services to the Director of the Army Staff in direct support of the senior leadership of the Army• Guided production of key strategic documents, including the Secretary and Chief of Staff of the Army’s annual Congressional testimony and briefings to the Secretary of Defense; produced numerous short-notice, executive-level information and decision support documents following the attack on the… Show more Led a team of fellow officers providing internal consulting, project management and support services to the Director of the Army Staff in direct support of the senior leadership of the Army• Guided production of key strategic documents, including the Secretary and Chief of Staff of the Army’s annual Congressional testimony and briefings to the Secretary of Defense; produced numerous short-notice, executive-level information and decision support documents following the attack on the Pentagon and in support of the Global War on Terror• Designed a management oversight system to implement a comprehensive redesign of the Army Headquarters• Coordinated the planning and execution of major corporate-level events and ceremonies such as the National Capital Region’s Army Birthday Week celebration and Army participation in the Association of the United States Army (AUSA) Annual Meeting Show less

The Pentagon, Washington, Dc

Led diverse staff teams to prepare the Secretary and Sergeant Major of the Army for multiple Congressional interactions• Prepared the Secretary of the Army for his Senate Armed Services Committee appearance in October 2001• Researched voluminous service issues and Army positions, and prepared coordinated information and position papers and executive briefings that assisted Army leaders in addressing Members’ concerns, resulting in broad Congressional support for the Army

Kitzingen & Wuerzburg, Germany

Led a 1,050 member, diverse, multinational, multifunctional organization providing municipal government services for 17,000 Soldiers, Civilians and Family members in three overseas communities• Conceived and implemented a customer-focused community vision and strategic plan that resulted in a culture of continual improvement, global recognition as the best-run Army community based on Malcolm Baldridge criteria (with multiple cash awards) and lasting positive changes in the quality of… Show more Led a 1,050 member, diverse, multinational, multifunctional organization providing municipal government services for 17,000 Soldiers, Civilians and Family members in three overseas communities• Conceived and implemented a customer-focused community vision and strategic plan that resulted in a culture of continual improvement, global recognition as the best-run Army community based on Malcolm Baldridge criteria (with multiple cash awards) and lasting positive changes in the quality of facilities, infrastructure and services at these locations• Planned, programmed and executed an annual budget; managed facilities, and operated 51 business activities• Developed community security and disaster control plans and planned consequence management exercises that were recognized as the regional benchmark• Represented the United States of America at numerous civic events and forums, building strong and mutually beneficial partnerships and relationships with surrounding civilian communities Show less

Wuerzburg, Germany

Served as a special assistant to the Division Chief of Staff, responsible for mission support of a 16,000-person combat organization. Duties included planning organizational command and control exercises and the implementation of a new division structural design.• Planned large-scale simulation exercises that prepared the organization to conduct operations in both the Balkans and central Europe• Developed a personnel and equipment restructuring plan used as a model by other… Show more Served as a special assistant to the Division Chief of Staff, responsible for mission support of a 16,000-person combat organization. Duties included planning organizational command and control exercises and the implementation of a new division structural design.• Planned large-scale simulation exercises that prepared the organization to conduct operations in both the Balkans and central Europe• Developed a personnel and equipment restructuring plan used as a model by other organizations Show less

Fort Sill, Oklahoma

Coordinated a leadership team of six officers responsible for the human resources, logistics and maintenance support and operational budget of a 1300+Soldier, 700-vehicle field artillery unit• Achieved a 93% equipment readiness rate (3% above the Army standard). Drove an increase in commendable ratings during higher headquarters’ inspections• Planned and facilitated a smooth and meaningful executive-level transition

Fort Sill, Oklahoma

Supervised the day-to-day activities of a 25-person section responsible for the training, operations, plans development and internal inspection program for a 6000+ Soldier Army organization• Designed an internal inspection program used as a benchmark by higher headquarters• Helped the organization gain and maintain an Army-wide reputation for outstanding performance

Guantanamo Bay, Cuba

Supervised the operations and long range planning section in support of a joint military and interagency operation to safeguard and process 12,000 Cuban and Haitian refugees during Operation Sea Signal• Optimized the systemic processing of refugees for repatriation or immigration, accelerating the conclusion of a complicated joint and interagency operation• Organized an orderly drawdown and dissolution of the Joint Task Force

Fort Sill, Oklahoma

Coordinated a leadership team of six officers responsible for the human resources, logistics and maintenance support of a 550+Soldier, 300-vehicle field artillery unit• Simultaneously prepared the unit for an operational deployment, organization and weapons system conversion, and executive-level transition

Fort Sill, Oklahoma Turkey, Fort Carson, Colorado, Munich And Augsburg, Germany

Financial Planning And Services

Advanced Master Certificate, Applied Project Management

Master Certificate, Applied Project Management

Master Of Business Administration - Mba, Management Information Systems, General

B.S., Microbiology