Financial Advisor
CurrentAs a First Command Financial Advisor, I am committed to helping clients consistently make the smart,informed financial decisions that are essential to the pursuit of long-term financial security. I chose thisprofession because I believe it gives me the opportunity to make a real difference in the lives of thepeople I work with.Experience has taught me that the biggest obstacle to financial security for most people is their ownbehavior. That’s why I seek to form trusting, long term relationships with clients, serving as theirpersonal financial coach by:1. Helping them set specific and meaningful goals that are aligned with their values2. Providing them with a comprehensive, personalized plan for effectively pursuing their goals3. Encouraging and motivating them to adopt and consistently practice the productive financialbehaviors necessary to successfully execute their plan4. Making strategic adjustments in their plan as their circumstances and goals evolve over timeI don’t believe in shortcuts to financial security. I advocate time-tested financial principles includingprudent and responsible debt management, disciplined saving and investing and a thoughtful insurancestrategy for managing financial risk. And as an Investment Advisor Representative (IAR), I am held to afiduciary standard, required in all cases to act in the clients’ best interests.About First CommandFirst Command was founded in 1958 by a retired Air Force officer intent on improving the financial wellbeing of service members and their families. Today, more than 500 First Command Financial Advisorsacross the country and abroad are committed to fulfilling the company’s Mission of “Coaching thosewho serve in their pursuit of financial security”.Periodically I post information regarding my employer First Command Financial Services and the socialmedia usage guidelines that apply to First Command also apply to my pages. https://www.firstcommand.com/social-media-guidelines/
