First Command Financial Planning

Industry: Company

Description

Headquarters: Fort Worth, Texas, United States Founded: 1958 Subsidiaries: First Command Bank,

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First Command Financial Planning Employees

Employee
Years
Job
Industry
Corey Swain Corey Swain Dallas/Fort Worth Area Details
Corey Swain's First Command Financial Planning Experience August 2011 - October 2011
Job Senior Manager at RCG Global Services
Industry Information Technology and Services
Experience
RCG Global Services  October 2014 - Present
Raytheon  July 2013 - October 2014
ADT Security Services  August 2012 - July 2013
Cyrenean, LLC   March 2002 - July 2013
Hewlett-Packard  October 2011 - July 2012
First Command Financial Planning   August 2011 - October 2011
United Technologies Corporation  October 2010 - May 2011
Sonic Drive-In  November 2009 - October 2010
Sonic Drive-In  February 2008 - November 2009
Expressor Software  July 2007 - February 2008

Skills
Data Warehousing, ETL, Business Intelligence, Hadoop, Big Data, Oracle, Requirements Analysis, Informatica, Business Analysis, Data Integration, SQL, Enterprise Architecture, Master Data Management, Business Objects, Unix, PL/SQL, Microsoft SQL Server, SDLC, Agile Methodologies, Data Migration, Cognos, Project Management, Enterprise Software, IT Strategy, Data Modeling, Data Warehouse..., Scrum, ERP, Architecture, Data Quality, Database Administration, Requirements Gathering, Workload Automation, Web Services, Sybase, Unix Shell Scripting, Data Governance, Agile Project Management, Atlassian JIRA, Informatica..., Power Exchange, EDW, Change Data Capture, Data Hubs, SAP Integration, JDE Integration, Data Analysis, Supply Chain, Certified Scrum Master..., Test Management

Education
Oklahoma State University   1998 — 2000
Master of Science

University of Oklahoma   1991 — 1995
Bachelor of Business Administration

Del City High   1984 — 1987
High School Diploma

Chiharu Iijima, CPA Chiharu Iijima, CPA Greater Atlanta Area Details
Chiharu Iijima, CPA's First Command Financial Planning Experience January 2006 - April 2006
Job Controller at Band of Coders
Industry Information Technology and Services
Experience
Band Of Coders  August 2015 - Present
Magoon, Freeman, Spain and Jones, LLC   January 2015 - July 2015
Seiler LLP  June 2011 - September 2014
Miss Universe Organization  March 2010 - December 2010
Deloitte  September 2007 - February 2010
KPMG  June 2006 - August 2006
Deutsche Bank  May 2006 - June 2006
First Command Financial Planning   January 2006 - April 2006

Education
Texas Christian University - M.J. Neeley School of Business   2006 — 2007
Master's

Texas Christian University   2002 — 2006
Bachelor's degree

Reid J. Stogner Reid J. Stogner Greater San Diego Area Details
Reid J. Stogner's First Command Financial Planning Experience May 2006 - February 2008
Job FeeforService Financial Advisor & Member of the Board of Directors at BDT & Associates, Inc.
Industry Financial Services
Experience
BDT & Associates, Inc.   February 2008 - Present
First Command Financial Planning   May 2006 - February 2008

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Estate Planning, Investment Advisory, Financial Services, Risk Management

Education
San Diego State University-California State University   2002 — 2006
Bachelor of Arts in Applied Arts and Sciences, Public Administration

Ahtum Cleveland Ahtum Cleveland San Antonio, Texas Area Details
Ahtum Cleveland's First Command Financial Planning Experience September 2004 - Present
Job Office Manager at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning   September 2004 - Present
Texas Youth Football Association   January 2010 - December 2012

Skills
Outlook, Contract Negotiation, Administrative..., Data Entry, Leadership, Project Planning, Strategic Planning, Operations Management, Negotiation, Training, Public Speaking, Sales, Team Building, Customer Service

Education
St Philip's College   2002 — 2005
Associates Degree, Business Administration and Management, General

Bruce Ellwein, CFP® Bruce Ellwein, CFP® Spokane, Washington Area Details
Bruce Ellwein, CFP®'s First Command Financial Planning Experience Lt ColonelUSAF RETIRED1980 - 2004
Job Financial Advisor at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning   Lt ColonelUSAF RETIRED1980 - 2004

Skills
Military, Operational Planning, Wealth Management, Retirement Planning, Military Operations, Command, DoD, Defense

Education
United States Air Force Academy   1980 — 1984
BS, Engineering Physics

Jackie Lynch Jackie Lynch Reno, Nevada Area Details
Jackie Lynch's First Command Financial Planning Experience October 2002 - August 2003
Job Associate Financial Advisor
Industry Financial Services
Experience
Bickford Angier & Associates - A Private Wealth Advisory Practice of Ameriprise Financial Services   August 2010 - Present
Waddell & Reed  December 2007 - August 2010
First Command Financial Planning   October 2002 - August 2003

Skills
Strategic Financial..., Public Speaking, Management, Small Business, Strategic Planning, Retirement Planning, Budgets, Team Building, Retirement, Finance, Project Planning, Investment Management, Fixed Annuities, Investments, Life Insurance, Estate Planning

Education
Northwestern State University   2000 — 2002
BS, Business Administration and Management, General

Sierra College   1997 — 2000
AA/AS, General Education

Sarah Renner Sarah Renner Blacksburg, Virginia Details
Sarah Renner's First Command Financial Planning Experience June 2011 - August 2011
Job Research Assistant at Virginia Tech, Pamplin College of Business
Industry Financial Services
Experience
Virginia Tech, Pamplin College of Business   May 2013 - Present
Virginia Tech  January 2011 - Present
First Command Financial Planning   June 2011 - August 2011
Virginia Tech  August 2010 - May 2011
Broadwater Seafood Inc., LLC   August 2006 - January 2010

Skills
Strategic Financial..., Teaching, PowerPoint, Social Networking, Social Media, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Outlook, Investments, Sales, Public Relations

Education
Virginia Polytechnic Institute and State University   2008 — 2013
Bachelors of Science in Applied Economic Management, Financial Planning and Minor in Business Management

Randolph-Macon College   2007 — 2008

Schane Goheen CFP® CLU® Schane Goheen CFP® CLU® Greater San Diego Area Details
Schane Goheen CFP® CLU®'s First Command Financial Planning Experience October 2010 - August 2013
Job Vice President at Creative Wealth Group
Industry Financial Services
Experience
National Life Group  January 2015 - Present
Prudential Financial  September 2013 - January 2015
First Command Financial Planning   October 2010 - August 2013

Skills
401k, Business Needs Analysis, Employee Benefits, Estate Planning..., Executive Benefits, Financial Strategies, Insurance Strategies, Investments, Key Person Insurance, Pension Plans, Retirement Planning, IRAs, Charitable Giving...

Education
San Diego State University-California State University   1993 — 1997
Bachelor of Arts, Psychology

Terence Powell Terence Powell Chicago, Illinois Details
Terence Powell's First Command Financial Planning Experience March 1997 - August 2005
Job Financial Consultant, Alliant Retirement and Investment Services located at Alliant Credit Union
Industry Investment Management
Experience
Alliant Retirement & Investment Services located at Alliant Credit Union   June 2014 - Present
Alliant Retirement & Investment Services located at Alliant Credit Union   March 2012 - June 2014
Alliant Credit Union - Retirement and Investment Services   May 2010 - March 2012
JP Morgan Chase  August 2005 - May 2010
First Command Financial Planning   March 1997 - August 2005
US Army  May 1993 - March 1997

Skills
Investments, Microsoft Office, Retirement Planning, Series 7, Annuities, Series 24, Series 6, Series 63, Insurance, Management, Credit, Strategic Planning, Retirement, Fixed Annuities, Loans, Portfolio Management, Finance, Wealth Management, Securities, Strategic Financial..., Mutual Funds, Risk Management, Leadership, Financial Analysis, Wealth, Estate Planning, Financial Services, Asset Management, Relationship Management, Banking, Asset Allocation, Financial Planning

Education
Northern Illinois University   1988 — 1993
Bachelor of Arts (B.A.), Psychology

Northwestern University
Bachelor of Arts (BA), Psychology

Kelli McLeod Kelli McLeod Fort Irwin, California Details
Kelli McLeod's First Command Financial Planning Experience December 2009 - June 2010
Job Assistant Manager at Horizon Corporate Housing
Industry Public Relations and Communications
Experience
Horizon Corporate Housing, LLC.   September 2011 - June 2014
Northwest Fabricators, Inc.   March 2010 - November 2010
First Command Financial Planning   December 2009 - June 2010
Raisbeck Engineering  June 2007 - May 2009
David's Bridal  September 2005 - May 2007
Shared Housing Services  September 2006 - April 2007

Skills
Event Planning, Customer Service

Education
Pacific Lutheran University   2003 — 2007
BA, Communications - Public Relations

Stellenbosch University/Universiteit Stellenbosch   2006 — 2006
International Student

Kirk Loerwald, CFP® Kirk Loerwald, CFP® South Bend, Indiana Area Details
Kirk Loerwald, CFP®'s First Command Financial Planning Experience April 2011 - May 2013
Job Vice President/ Sr. Wealth Planner at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management  April 2014 - Present
Level Four Advisory Services, LLC  May 2013 - April 2014
First Command Financial Planning   April 2011 - May 2013

Skills
Retirement Planning, Strategic Financial..., Wealth Management, Estate Planning, Financial Advisory, Retirement, Investment Advisory, Mutual Funds, Investments, Series 63, Series 7, Insurance, Asset Management, Portfolio Management, Investment Management, Certified Financial..., Long-term Care, Disability Insurance, Risk Management, Strategic Planning

Education
Texas Tech University   2000 — 2004
Bachelor of Business Administration (B.B.A.)

The American College
ChFC®

Allen Gutierrez Allen Gutierrez Dallas/Fort Worth Area Details
Allen Gutierrez's First Command Financial Planning Experience October 2011 - April 2012
Job Event Coordinator
Industry Events Services
Experience
Sunstone Yoga  August 2013 - Present
Bravo Event Planning & Catering   June 2011 - Present
State Farm  December 2012 - June 2013
First Command Financial Planning   October 2011 - April 2012
What Will They Do Next?  October 2009 - September 2010

Skills
Event Planning, Marketing, Event Management, Sales, Customer Service, Marketing Communications, Leadership, Social Networking, Account Management

Education
Texas State University-San Marcos   2001 — 2009
Bachelor of Arts, Music and Mass Communications

Iris Terolli-Hall Iris Terolli-Hall Hershey, Pennsylvania Details
Iris Terolli-Hall's First Command Financial Planning Experience December 2009 - March 2011
Job Associate Brand Manager, The Hershey Company
Industry Consumer Goods
Experience
The Hershey Company  May 2015 - Present
Walmart  May 2014 - August 2014
Washington University in St. Louis  July 2013 - May 2014
Anheuser-Busch InBev  March 2014 - April 2014
World Trade Center St. Louis  March 2014 - April 2014
American Council of Trustees and Alumni  June 2012 - 2013
RDA Financial Network, Inc.   March 2011 - May 2012
First Command Financial Planning   December 2009 - March 2011
USAID  June 2009 - November 2009
SUPERVALU  March 2008 - June 2009

Skills
Marketing, Research, Public Speaking, Marketing Strategy, Nonprofits, Spanish, Market Research, Strategic Planning, Financial Analysis, Social Media, Non-profits, Microsoft Excel, Customer Service, Budgets, Financial Modeling, Strategic Financial..., Financial Planning, Budget, Strategy, Management, Leadership, Microsoft Office, Data Analysis, Project Management, Marketing Research, Brand Management, Competitive Analysis, Consulting, Business Strategy

Education
Washington University in St. Louis - Olin Business School   2013 — 2015
Master of Business Administration (MBA), Consulting, Marketing

Université Paris Dauphine   2014 — 2014
Master of Business Administration (MBA), International Business/Trade/Commerce

Saint Louis University   2005 — 2008
Bachelor of Science (BSc) Bus Admin, Magna cum Laude; Phi Beta Kappa, International Business, Marketing, French

Doyel Price Jr. Doyel Price Jr. Greater San Diego Area Details
Doyel Price Jr.'s First Command Financial Planning Experience February 1996 - February 2009
Job Fee for Service Financial Advisor, NFLPA Registered Player Financial Advisor at BDT and Associates, Inc.
Industry Financial Services
Experience
BDT and Associates, Inc.   January 2014 - Present
BDT & Associates, Inc.   February 2009 - Present
Cambridge investment Research Advisors   February 2009 - 2013
First Command Financial Planning   February 1996 - February 2009
United States Marine Corps  February 1976 - February 1996

Education
Texas A&M University-Commerce   1971 — 1975
BA, Agriculture

Gina McCommas Gina McCommas Fort Worth, Texas Details
Gina McCommas's First Command Financial Planning Experience May 2006 - May 2008
Job Clinical Services Supply Manager, THR Affiliate Program
Industry Hospital & Health Care
Experience
Texas Health Resources  April 2015 - Present
Texas Health Harris Methodist Hospital Azle   March 2012 - February 2015
Texas Christian University - Full time Student   August 2010 - December 2012
Strategic Recruiting Solutions, LLC   May 2008 - July 2009
First Command Financial Planning   May 2006 - May 2008
Advantage Logistics, Supervalu   August 2005 - May 2006
Hawkins Personnel Group, Inc.   August 2004 - January 2005

Skills
Healthcare - Community..., Nutrition, Fitness, Leadership, Public Speaking, Microsoft Excel, Microsoft Office, Team Building, Training, PowerPoint, Healthcare, Access

Education
Texas Christian University   2010 — 2012
Pre-Medicine/Pre-Medical Studies

Texas Christian University - M.J. Neeley School of Business   1998 — 2003
BBA, Entrepreneurial Management

Jeff Dowdy Jeff Dowdy Lincoln, Nebraska Details
Jeff Dowdy's First Command Financial Planning Experience March 2010 - February 2012
Job Government Administration
Industry Government Administration
Experience
US Department of Homeland Security  June 2014 - Present
Cygnet Financial Services   August 2013 - May 2014
Universal Orlando  August 2012 - August 2013
St. Nicholas Episcopal Church  January 2011 - February 2012
First Command Financial Planning   March 2010 - February 2012
8th Military Police Brigade, US Army   September 2007 - September 2010
57th MP Company US Army   June 2006 - September 2007
142nd Military Police Company, US Army   November 2002 - June 2006
6th Military Police Detachment, US Army   October 2000 - November 2002
US Army Recruiting Company Gilroy   June 1997 - October 2000

Skills
Immigration Law, Homeland Security, Police Intelligence..., Investigation, Security Clearance, Enforcement, Army, Physical Security, Security, Customer Service, Training, Leadership, Security Operations, Operations Management, Operational Planning, Supervisory Skills, Military Operations, Command, Law Enforcement..., Weapons, Management, Police, Military Experience, Project Management, Program Management, Microsoft Office, Policy, Counterterrorism, Operational Risk..., Career Counseling, Evaluation, Time Management, Weapons & Tactics..., Defense, Security Management, Emergency Management, New Hire Training, New Business Development, Quality Management, Combat, Military, Intelligence

Education
Troy University   2012 — 2015
Master's Degree, Public Administration, 3.66

Troy University   2006 — 2010
Bachelor of Science (BS), Criminal Justice and Corrections, 3.6

Advanced Non-Commissioned Officer Course   2008 — 2008

Military Police Basic Non-Commissioned Officer Course   2000 — 2000

Military Police Advanced Individual Training   1994 — 1994

Primary Leadership and Development Course   1994 — 1994

Combat Engineer Advanced Individual Training   1990 — 1990

Steven Skipworth Steven Skipworth Fate, Texas Details
Steven Skipworth's First Command Financial Planning Experience February 1983 - August 1985
Job Consultant
Industry Government Relations
Experience
Larry Skipworth Consulting   June 1995 - Present
Rockwall ISD  January 1990 - May 1995
First Command Financial Planning   February 1983 - August 1985

Skills
Public Policy, Policy Analysis, Government, Policy, Politics, Economic Development, Local Government, Political Campaigns, Community Development, Nonprofits, Legislative Relations, Community Outreach, Strategic Communications, Legislation

Education
University of North Texas   1985 — 1989
Bachelor of Arts (B.A.), Political Science

Texas A&M University-Commerce   1993 — 1995
Texas State Teachers Certification Program - Post-Baccalaureate, Secondary Education and Teaching

Jerry Wackerhagen Jerry Wackerhagen Dallas/Fort Worth Area Details
Jerry Wackerhagen's First Command Financial Planning Experience January 2011 - Present
Job EVP, Operations and Technology
Industry Financial Services
Experience
First Command Financial Planning   January 2011 - Present
Cash Flow Associates, Inc.   October 2008 - December 2010
Cash America International  June 2005 - June 2008
EFT Services, Inc.   November 2001 - March 2005
Trade Management Company, Inc (TradeMC)   October 2000 - November 2001
AGL Resources  May 1999 - October 2000
IBM Global Services  April 1996 - May 1999
CMI Industries, Inc.   April 1991 - April 1996
IBM  November 1977 - April 1991

Skills
Growing Businesses, Executive Management, Financial Services, Process Improvement, Strategic Planning, Business Process..., IT Strategy, Leadership, Management, Program Management, Start-ups, Mergers & Acquisitions, Business Development, Product Management, Integration, ERP, Business Strategy, Budgets, Project Planning, Finance, Product Development

Education
North Carolina State University   1974 — 1977
BS, Zoology

United States Naval Academy   1973 — 1974
N/A, Oceans Engineering

Leigh Ann Barnes Leigh Ann Barnes Mansfield, Texas Details
Leigh Ann Barnes's First Command Financial Planning Experience October 1996 - July 2014
Job Support Center Analyst at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services  August 2014 - Present
First Command Financial Planning   October 1996 - July 2014

Skills
Insurance, Series 63, Series 7, Series 6, Financial Services, Mutual Funds, Relationship Management, Investments, Retirement, Customer Service, Leadership Development, Team Building, Coaching, Team Leadership, Process Improvement, Leadership, Management

Education
Tarleton State University   1986 — 1990

John C Mott John C Mott Greater New York City Area Details
John C Mott's First Command Financial Planning Experience July 2004 - Present
Job Financial Advisor at First Command Financial Planning
Industry Financial Services
Experience
Orange County Chamber   November 2004 - Present
First Command Financial Planning   July 2004 - Present
BOCCES   2001 - Present
BNI  2010 - September 2014
US Marine Corps  September 1976 - September 2004

Skills
Retirement, Strategic Financial..., Leadership, Financial Planning, Fixed Annuities, Investments, Wealth Management, Insurance, Financial Advisory, Finance, Estate Planning, Financial Planners, Employee Benefits, Investment Advisory, Small Business, Asset Management, Mutual Funds, Risk Management, 401k, Asset Allocation, Long Term Care Insurance, Term Life Insurance, Life Insurance, Financial Services, Portfolio Management, IRAs, Personal Finance, Military, Disability Insurance, Series 63, Investment Strategies, Wealth, Securities, Investment Management, Health Insurance, Asset Protection, Financial Goals, Series 7, Long-term Care, Series 6, Whole Life, Relationship Management, Savings, Retirement Planning

Education
Webster University   1993 — 1995
Master of Arts, Human Resources/Management

Southern Illinois University, Carbondale   1981 — 1989
Bachelor Of Science, Aviation Management

Lyn Bonamie Lyn Bonamie Dallas/Fort Worth Area Details
Lyn Bonamie's First Command Financial Planning Experience April 1991 - Present
Job Communications Manager
Industry Financial Services
Experience
First Command Financial Planning   April 1991 - Present
Booz Allen Hamilton  1987 - 1991

Skills
Internal Communications, Marketing Communications, Public Relations, Media Relations, Corporate Communications

Education
Southwest Texas State University   1984 — 1987
BA, English/Psychology

Waimea High School   1978 — 1982

Susan Ruybal Thompson Susan Ruybal Thompson Albuquerque, New Mexico Details
Susan Ruybal Thompson's First Command Financial Planning Experience 2010 - 2011
Job Owner at Liquid Capital of New Mexico
Industry Financial Services
Experience
Liquid Capital of New Mexico   January 2012 - Present
First Command Financial Planning   2010 - 2011

Skills
Marketing Strategy, Direct Marketing, Sales Operations, Principal Investing, Budget Analysis, Budget Management, General Insurance, Social Networking, Real Estate, Party Planning, Entertainment, Business Planning, Money Management, Venture Capital, Factor, Invoice Discounting, Invoicing, Debt Collection, Private Equity, Letters Of Credit, Trade Finance, Small Business Lending, Small Business, Small Business..., Credit Analysis, Purchase Ledger, Accounts Receivable

Education
The University of New Mexico
BS, Botany/Plant Biology

Cathleen L Thomas Cathleen L Thomas Richmond, Virginia Area Details
Cathleen L Thomas's First Command Financial Planning Experience June 2010 - September 2011
Job Entrepreneur~Real Estate & Precious Metals Investor
Industry Financial Services
Experience
MVP Home Solutions LLC   July 2013 - Present
ADDWALLET   March 2013 - Present
Freedom Watch, LLC   September 2011 - Present
MVP Home Solutions LLC   2013 - 2013
First Command Financial Planning   June 2010 - September 2011
SunTrust Bank  1997 - 2001

Skills
Professional Financial..., Coaching, Mentoring, Teaching, Public Speaking, Negotiation, New Business Development, Team Leadership, Team Building, Advisory Boards, Social Media Marketing, Problem Solving, Real Estate, private lending, Customer Service, Series 6, Series 63, series 65, Life Insurance, Variable Annuities, long term care planning, financial adviser, Reading, Listening to customers, Sales Management, Bank Management, Precious Metals, Short Sales, Commercial Funding, Wealth, Child Development, Chambers of Commerce, National Association of..., Oratory, Compassion, Business Strategy, Financial Services, Loans, Long-term Care, Leadership, Investments, Finance, Strategy, Small Business, Funding, Entrepreneurship, Advertising, Training, Asset Management, Start-ups

Education
North Central University   1984 — 1988
Behavorial Science

M Denise Orndorff, Ed. D. M Denise Orndorff, Ed. D. Orlando, Florida Area Details
M Denise Orndorff, Ed. D.'s First Command Financial Planning Experience November 2000 - December 2002
Job Instructional Systems Designer at Organizational Strategies, Inc.
Industry Professional Training & Coaching
Experience
Organizational Strategies, Inc.   August 2011 - Present
Lockheed Martin Global Training & Logistics  July 2007 - March 2011
MKI Systems, Inc.   May 2006 - July 2007
Carley Corporation  October 2005 - May 2006
JHT, Inc.   August 2005 - September 2005
UNITECH, Inc.   November 2004 - August 2005
US Army  August 2003 - November 2004
First Command Financial Planning   November 2000 - December 2002
Computer Curriculum Corporation  September 1999 - July 2000
Broward County Schools  September 1997 - September 1999

Skills
Analysis, Instructional Design, Instructor-led Training, ADDIE, E-Learning, Learning Management, Distance Learning, Needs Analysis, Security Clearance, Technical Writing, Captivate, Military, DoD, Blended Learning, Instructional Technology, Task Analysis, Learning Management..., Adult Education, Leadership, Training, Organizational..., Performance Improvement, Hands-on Training, Camtasia, SharePoint, Leadership Development, Proposal Writing, Staff Development, Training Delivery, Government, Curriculum Development, Curriculum Design, Program Management, MS Project, Education Software, Educational Technology, Government Contracting, Testing, Employee Training, SCORM, Knowledge Management, Human Performance, SnagIt, Visio, Technical Training, Classroom, Defense, Integration, ILT, Software Documentation

Education
Nova Southeastern University   2003 — 2013
Ed.D

Nova Southeastern University   1998 — 1999
MS

University of South Florida   1986 — 1989
BS

Pensacola Junior College   1984 — 1986
AA

Jay Ellis Jay Ellis Dallas/Fort Worth Area Details
Jay Ellis's First Command Financial Planning Experience March 2006 - July 2010
Job Education and Communication Specialist at First Command Educational Foundation
Industry Financial Services
Experience
First Command Educational Foundation  October 2011 - Present
First Command Financial Planning   March 2006 - July 2010

Skills
Customer Relations, Insurance, Training, Customer Service, Marketing, Project Management, Strategic Planning

Education
St. Mary's College of California   1987 — 1988
M.B.A., Business

US Coast Guard Academy   1972 — 1976
B.S., Ocean Science

Nick Psaki, CFP®, ChFC, CASL® Nick Psaki, CFP®, ChFC, CASL® Fort Worth, Texas Details
Nick Psaki, CFP®, ChFC, CASL®'s First Command Financial Planning Experience July 2002 - April 2011
Job Financial Planning Consultant at First Command Financial Services
Industry Financial Services
Experience
First Comand Financial Services   April 2011 - Present
First Command Financial Planning   July 2002 - April 2011

Skills
Strategic Financial..., Employee Training, Financial Coaching, Financial Planning, Training & Development, Retirement Planning

Education
Stanford University   1976 — 1978
MA, History

United States Military Academy at West Point   1965 — 1969
B.S., Engineering

Jeff Geraci Jeff Geraci Virginia Beach, Virginia Details
Jeff Geraci's First Command Financial Planning Experience July 2001 - November 2006
Job Financial Consultant at Intervest International, Inc.
Industry Financial Services
Experience
Intervest International   May 2010 - Present
Virginia Asset Group   September 2007 - October 2008
Tarkenton Financial  November 2006 - August 2007
First Command Financial Planning   July 2001 - November 2006
First Command Financial Planning   July 1994 - June 2001
First Command Financial Planning   May 1988 - June 1994
US Army  1983 - 1988

Skills
Leadership, Investments, Strategic Planning, Finance, Risk Management, Training, Insurance, Retirement, Sales, Financial Advisory, Recruiting, Strategic Financial..., Tax-Free Retirement..., Life Insurance, Military Benefits

Education
United States Military Academy at West Point   1979 — 1983
B.S., Computer Science

Tabor Academy

Dale McCary Dale McCary Dallas/Fort Worth Area Details
Dale McCary's First Command Financial Planning Experience July 2009 - Present
Job Property and Casualty Specialist at First Command Financial Planning
Industry Insurance
Experience
First Command Financial Planning   July 2009 - Present
GMAC Insurance  May 2008 - March 2009
A.A.I.S. Insurance Services, Inc.   July 2007 - February 2008
RGIS Insurance Services, Inc.   November 2006 - July 2007
Farmers Insurance Group  July 2003 - October 2006
Allstate Insurance  1985 - 2002

Skills
Insurance, Recruiting, Management, Leadership, Commercial Insurance, Property & Casualty..., New Business Development, Risk Management, General Insurance, Sales Operations

Education
Sam Houston State University   1979 — 1982
Bachelors, Science and Agriculture

Navarro College   1977 — 1979
Associate's Degree, Agriculture

Josh Shirley Josh Shirley Fort Worth, Texas Details
Josh Shirley's First Command Financial Planning Experience October 2008 - November 2011
Job Financial Planning Applications Manager at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services  January 2014 - Present
First Command Financial Services  November 2011 - January 2014
First Command Financial Planning   October 2008 - November 2011
First Command Financial Planning   August 2008 - October 2008
AIESEC  August 2007 - May 2008

Education
Texas A&M University   2004 — 2008
Technology Management

Cisco Academy   2002 — 2004
CCNA- Preperation Course

Debra K Dickinson Debra K Dickinson Dallas/Fort Worth Area Details
Debra K Dickinson's First Command Financial Planning Experience March 1987 - April 2001
Job Criminal Investigation Division Administration at Fort Worth Police Department
Industry Law Enforcement
Experience
Fort Worth Police Department  April 2015 - Present
Fort Worth Police Department  June 2011 - April 2015
Fort Worth Police Department  August 2007 - June 2011
City of Fort Worth  October 2006 - August 2007
First Command Financial Planning   March 1987 - April 2001

Skills
Charity Events, Fundraising, Event Planning, Event Marketing, Event Photography, Community Relations, Public Relations, Office Administration, Graphic Design, Scrapbooking, Customer Service, Social Networking, Policy, Criminal Investigations, Microsoft Office, Charity, Government, Community Development, Event Management, Public Administration, System Administration, Data Analysis, Police, Access, Analysis, Investigation, Training, Outlook, Public Speaking, Crime Prevention, Private Investigations, Nonprofits, Criminal Justice, Emergency Management, Enforcement, Public Safety, Physical Security, Firearms, Community Outreach, Security Management, Crisis Management, Leadership Development, Leadership, Administration, Law Enforcement..., Security, Law Enforcement

Education
University of Texas of the Permian Basin
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Tarrant County College
Business

Arlington Heights High School

Micheal Miller Micheal Miller Dayton, Ohio Area Details
Micheal Miller's First Command Financial Planning Experience January 2010 - July 2012
Job Financial Advisor at Miller Financial Management Group, LLC
Industry Financial Services
Experience
Miller Financial Management Group, LLC   August 2015 - Present
Skylight Financial Group  August 2012 - July 2015
First Command Financial Planning   January 2010 - July 2012
Edward Jones  January 2009 - December 2009

Skills
Retirement Planning, Strategic Financial..., Investments, Retirement, Wealth, Insurance, Financial Services, Securities, Finance, Fixed Annuities, Management, Pensions, Public Speaking, Life Insurance, Estate Planning, Leadership, Disability Insurance, Long-term Care

Education
Ohio University   1981 — 1986
B.S., Electrical Engineering

Lisa Guseman Lisa Guseman Baltimore, Maryland Area Details
Lisa Guseman's First Command Financial Planning Experience May 2000 - July 2005
Job Manager, Public School Sales at infosnap, inc.
Industry E-Learning
Experience
InfoSnap, Inc.   November 2013 - Present
Turning Technologies  August 2013 - November 2013
eInstruction Corp.  July 2011 - August 2013
eInstruction Corp.  June 2010 - August 2011
eInstruction Corp.  December 2006 - June 2010
GTCO CalComp  October 2005 - December 2006
First Command Financial Planning   May 2000 - July 2005

Skills
Salesforce.com, Team Management, Syspro, Sales Support, Sales Operations, Project Management, RFP, Forecasting, Sales, Sales Management, Strategic Planning, Marketing, Channel Partners, Lead Generation, Sales Process, Competitive Analysis, Analysis, Sales Presentations, Logistics, Enterprise Software, Selling, Account Management, Direct Sales, Program Management, Business Development, Management, Team Building, Leadership, Recruiting, Strategy, Customer Retention, Customer Satisfaction, Strategic Partnerships, Solution Selling, SaaS, Pricing, Product Management, CRM, Product Marketing, Customer Service, New Business Development

Education
Shippensburg University of Pennsylvania   1980 — 1984
BSBA, Business

Bobby Steinbach Bobby Steinbach Charleston, South Carolina Area Details
Bobby Steinbach's First Command Financial Planning Experience September 2009 - Present
Job Financial Planner at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning   September 2009 - Present

Education
The Citadel   2005 — 2009
Business Administration

Emily Flesher Emily Flesher Dallas/Fort Worth Area Details
Emily Flesher's First Command Financial Planning Experience 2003 - 2007
Job Branch Office Manager
Industry Financial Services
Experience
Edward Jones  April 2012 - Present
Technisource  March 2010 - June 2011
Barnes and Noble  2009 - 2010
Oral Roberts University  January 2006 - December 2008
Oral Roberts University  October 2006 - October 2008
First Command Financial Planning   2003 - 2007

Education
Oral Roberts University   2005 — 2008
Bachelor of Arts, Psychology, Business

Ocean County College

Joseph Morrin Joseph Morrin Dallas/Fort Worth Area Details
Joseph Morrin's First Command Financial Planning Experience May 1986 - Present
Job Senior Vice President, Director of Financial Planning at First Command Financial Planning
Industry Financial Services
Experience
Project Sanctuary - A Sanctuary For Military Families, Inc.   February 2014 - Present
Child Study Center  January 2009 - Present
First Command Financial Planning   May 1986 - Present
United States Army  1981 - 1986

Skills
Series 6, Series 7, Series 24, Series 63, Series 65, Change Management, Project Execution, Team Building, Financial Planning, Certified Financial..., Strategic Financial..., Project Management, Retirement Planning, Investments, Financial Advisory, Strategy, Leadership, Insurance, Wealth Management, Retirement, Asset Allocation, Investment Advisory, 401k, Fixed Annuities, Mutual Funds, Estate Planning, Investment Strategies, Wealth, Securities, Long-term Care, Financial Planners, Investment Management, Long Term Care Insurance

Education
The American College   2007 — 2009

University of Toledo   1977 — 1981
Bachelor's, Business Administration

Rich Giles, CBI, CMEA Rich Giles, CBI, CMEA Dallas/Fort Worth Area Details
Rich Giles, CBI, CMEA's First Command Financial Planning Experience September 1975 - October 2007
Job Business Intermediary at Murphy Business & Financial Corp
Industry Financial Services
Experience
Murphy Business & Financial Corp   July 2008 - Present
First Command Financial Planning   September 1975 - October 2007
US Air Force  June 1973 - July 1975

Skills
Certifications, Certified Business..., Business Brokerage, Exit Strategies, Business Valuation, Franchise Consulting, Mergers, Business Acquisition, M&A experience, Franchising, Mergers & Acquisitions, Brokerage, Divestitures, Small Business, Valuation, Selling, Financial Analysis, Due Diligence, Executive Management, Corporate Development, Venture Capital, Contract Negotiation, Sales, Real Estate

Education
The University of New Mexico - Robert O. Anderson School of Management   1967 — 1971
BBA, Marketing

Lloyd Prudent Lloyd Prudent Washington D.C. Metro Area Details
Lloyd Prudent's First Command Financial Planning Experience December 2004 - Present
Job Financial Advisor at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning   December 2004 - Present
Helmerich & Payne  December 1996 - February 2004
US Navy  July 1983 - May 1995

Skills
Investments, Financial Planning, Retirement Planning, Wealth Management, Portfolio Management, Risk Management, Financial Analysis, Insurance, Mutual Funds, Financial Services

Education
Penn State University
Environmental Engineering Technology

Lydia Cervantez Lydia Cervantez Dallas/Fort Worth Area Details
Lydia Cervantez's First Command Financial Planning Experience March 2008 - January 2011
Job DocuCorp Analyst, Product Development at USHealthGroup
Industry Insurance
Experience
USHealth Group  March 2014 - Present
Care N' Care Insurance Company  August 2013 - February 2014
Texas Christian University  June 2011 - July 2013
First Command Financial Planning   March 2008 - January 2011
HealthMarkets, Inc.   August 2000 - March 2008
American Health & Life Insurance Company   January 1999 - August 2000

Skills
Research, Insurance, Advertising, Administration, Event Management, Policy, Excel, PowerPoint, Compliance, Access, Word, Customer Service, Vendor Relations, Microsoft Office, Analysis, Problem Solving, Budgeting, Customer Relations, Budgets, Process Improvement, Strategic Planning, Management, Training, Microsoft Excel, Microsoft Word, Employee Benefits, Health Insurance

Education
Texas Christian University   2013 — 2013

Texas Wesleyan University   1986 — 1988
Business Administration

Lisa Toweson Lisa Toweson New Windsor, New York Details
Lisa Toweson's First Command Financial Planning Experience 1998 - 2000
Job General Manager at Joe's Crab Shack
Industry Restaurants
Experience
Joe's Crab Shack  July 2015 - Present
Joe's Crab Shack  July 2014 - Present
Red Robin  March 2013 - July 2014
Yard House  May 2012 - August 2012
TGI Fridays/Carlson Companies   July 2011 - December 2011
TGI Fridays  April 2011 - July 2011
TGI Fridays  August 2010 - April 2011
TGI Fridays  February 2007 - August 2010
First Command Financial Planning   1998 - 2000
TLC Childcare, Inc.   1995 - 1998

Skills
Guest Satisfaction, Hospitality Management, Food & Beverage, Restaurants, Hospitality Industry, Hospitality, Food Safety, Hotels, Food, Hiring, Inventory Management, Hotel Management, Purchasing, Scheduling, Restaurant Management, Forecasting, Event Management, Customer Satisfaction, Team Building, Income Statement, Food Service, Customer Service, Training, Budgets, Sales, Catering, Menu Development, Franchising, Employee Training, ServSafe, Recruiting, Serve Safe Certified, Food Cost Management, Cocktails, Guest Service Management, Wine, POS, Guest Recovery, Management, Labor Control, Time Management, Leadership, Profit

Education
Penn State University   1985 — 1990
Bachelor of Science, Hotel, Restaurant and Institutional Management

Flora Karami Flora Karami Rancho Cordova, California Details
Flora Karami's First Command Financial Planning Experience December 2004 - September 2009
Job Graphic/Web Designer
Industry Graphic Design
Experience
Freelance  July 2010 - Present
First Command Financial Planning   December 2004 - September 2009

Skills
Adobe Acrobat, Illustrator, Graphics, Painting, Flash, Adobe Creative Suite, Logo Design, Web Design, Business Cards, Banners, Photography, Typography, Corporate Identity, Layout, Brochures

Education
The University of Texas at Arlington   2003 — 2008
BFA, Graphic Design

Alan Nguyen Alan Nguyen San Francisco Bay Area Details
Alan Nguyen's First Command Financial Planning Experience January 2010 - October 2010
Job Sr. Operations Officer at SVB Asset Management
Industry Financial Services
Experience
SVB Asset Management  May 2014 - Present
MassMutual Financial Group - Silicon Valley   May 2011 - May 2014
First Command Financial Planning   January 2010 - October 2010
Fish & Richardson P.C.   August 2005 - May 2009
Fish & Richardson P.C.   August 2000 - July 2005

Skills
FINRA, Insurance, Finance, Securities, Series 63, Series 24, Investments, Series 7, Strategic Financial..., Uniform Combined State..., Mutual Funds, Retirement Planning, 401k

Education
San Diego State University-California State University   2005 — 2009
B.S., Finance

Santa Clara High School

Michael Denman Michael Denman Jacksonville, Florida Area Details
Michael Denman's First Command Financial Planning Experience February 2010 - September 2011
Job Sr Risk Data Analyst at CIT
Industry Information Technology and Services
Experience
CIT  June 2014 - Present
SunTrust Bank  December 2012 - June 2014
Wells Fargo  September 2011 - November 2012
First Command Financial Planning   February 2010 - September 2011
Sunset Grille  April 2002 - October 2010

Skills
Finance, Banking, Loans, Data Analysis, Financial Services, Retirement Planning, Retail Banking, Mortgage Lending, Microsoft Excel, Underwriting, Investments, Financial Analysis, Customer Service, Equities, Cross Selling, SQL, VBA, Microsoft Office, Portfolio Management, Strategic Financial..., Data Modeling, Access, Credit Analysis, Econometrics, QlikView Development, Python

Education
St. Joseph's University   2013 — 2014
MA Business Intelligence, Predictive Analytics, 3.97

University of North Florida - College of Business Administration   2004 — 2008
BBA, Economics, 3.79

Bill Haynes, CFA, CPA Bill Haynes, CFA, CPA Dallas/Fort Worth Area Details
Bill Haynes, CFA, CPA's First Command Financial Planning Experience June 2010 - Present
Job Finance Professional
Industry Financial Services
Experience
First Command Financial Planning   June 2010 - Present
Monitronics International  December 2006 - July 2009
UT Southwestern  October 2005 - December 2006
Southwest Airlines  March 1999 - October 2005
USS Tarawa  1992 - 1995

Skills
Strategic Financial..., Financial Modeling, Variance Analysis, Financial Analysis, Budget Process, Strategic Thinking, Financial Forecasting, Financial Statement..., Management, Finance, Forecasting, Budgets, Strategic Planning, Strategy, Team Building, Business Planning

Education
Texas Christian University - M.J. Neeley School of Business
MBA, Finance

The University of Texas at Austin
BA, Economics

Philip Leopold CFP ® ChFC ® Philip Leopold CFP ® ChFC ® Washington D.C. Metro Area Details
Philip Leopold CFP ® ChFC ®'s First Command Financial Planning Experience 1995 - 1999
Job Financial Advisor, Principal and District Advisor at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services  1999 - Present
First Command Financial Planning   1995 - 1999
First Command Financial Services  1996 - 1998
First Command Financial Services  1994 - 1995
First Command Financial Planning   1990 - 1993
United States Air Force, HQ Air University   1987 - 1990
United States Air Force  1985 - 1987

Skills
Leadership, Strategic Financial..., Retirement Planning, Retirement, Financial Advisory, Fixed Annuities, Investments, Investment Advisory, Estate Planning, Long-term Care, Insurance, Portfolio Management, Risk Management, Asset Managment, Disability Insurance

Education
Texas A&M University   1981 — 1984
BS, Industrial Engineering

University of Southern California
Masters of Science, Systems Management

Jonathan 'jt' Thorp, CFP® Jonathan 'jt' Thorp, CFP® Dallas/Fort Worth Area Details
Jonathan 'jt' Thorp, CFP®'s First Command Financial Planning Experience May 2007 - August 2008
Job Vice President, Client Services
Industry Management Consulting
Experience
First Command Financial Services  December 2009 - Present
US Naval War College  September 2010 - Present
US Navy  July 1989 - June 2014
First Command Financial Services  August 2008 - December 2009
First Command Financial Planning   May 2007 - August 2008
TD Ameritrade  May 2006 - May 2007
First Command Financial Planning   October 2001 - May 2006
U.S. Navy Reserve   2002 - 2004
VT-6   2000 - 2004

Skills
Training, Business Development, Command, Navy, Sales, Strategic Financial..., Social Media, DoD, Finance, Military, Risk Management, Security Clearance, National Security, Operational Planning, Program Management, Investments, Team Leadership, Military Operations, Operations Management, Series 7, Series 63, Team Building, Strategic Planning, Budgets, Retirement, Defense, Financial Advisory, Retirement Planning, Executive Management, Leadership, Organizational..., Government Contracting, Leadership Development, Top Secret, Government, Intelligence, Analysis, Financial Services

Education
US Naval War College   2005 — 2009
MA

Texas Christian University   2004 — 2005
CFP

United States Naval Academy   1989 — 1993
BS

Sandalwood Senior High School   1986 — 1989

Ashley Crane Ashley Crane Raleigh-Durham, North Carolina Area Details
Ashley Crane's First Command Financial Planning Experience June 2009 - Present
Job Financial Advisor at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning   June 2009 - Present
NC Rural Economic Development Center  August 2005 - September 2009
Truliant Federal Credit Union  August 2003 - August 2005

Skills
Retirement Planning, Financial Analysis, Cash Management, College Savings Plans, Strategic Financial..., Fixed Annuities, Retirement Income..., Risk Management, Disability Insurance, Financial Education, Investment Strategies, Federal Employee..., Long-term Care, Debt Consolidation, Debt Management, Insurance Planning, Long Term Care, Business Planning, Annuities, Savvy Social Security...

Education
North Carolina State University - College of Management   1999 — 2003
Business Management, Marketing, Finance

Shad Reynolds, CFP®, CLU®, ChFC® Shad Reynolds, CFP®, CLU®, ChFC® Greater Atlanta Area Details
Shad Reynolds, CFP®, CLU®, ChFC®'s First Command Financial Planning Experience October 2001 - December 2006
Job Reynolds & Reynolds Financial Partners
Industry Financial Services
Experience
Reynolds & Reynolds Financial Partners  January 2008 - Present
New York Life  January 2001 - January 2007
First Command Financial Planning   October 2001 - December 2006
First Command Financial Planning   December 1999 - October 2001
First Command Financial Planning/ First Command Bank   December 1999 - October 2001
DBS & Associates   May 1998 - November 1999
Miller Motte Technical College  January 1998 - January 1999
US Army  May 1994 - May 1998

Skills
Insurance, Small Business, Investments, Financial Analysis, Cross-functional Team..., Employee Benefits, Organizational..., Strategic Thinking, Solution Selling..., Multimillion-Dollar..., Territory Growth/..., Annuities

Education
The American College   2007 — 2008
CFP®, CLU®, ChFC®

Tennessee Technological University   1989 — 1994
B.S Civil Engineering, Civil Engineering

Tonia Roark Tonia Roark Arlington, Virginia Details
Tonia Roark's First Command Financial Planning Experience July 1998 - September 1999
Job Publications Manager at PAE
Industry Facilities Services
Experience
PAE  July 2014 - Present
PAE  September 2012 - July 2014
Jacobs Technology  October 2010 - September 2012
TYBRIN Corporation  May 2008 - October 2010
TYBRIN Corporation  August 2006 - May 2008
TYBRIN Corporation  September 2004 - August 2006
TYBRIN Corporation  December 2001 - September 2004
SRS Technologies  September 1999 - December 2001
First Command Financial Planning   July 1998 - September 1999

Skills
Proposal Writing, DoD, Security Clearance, Government, SharePoint, MS Project, Proposal Coordination, Business Development, Market Research, RFP, Project Management, Leadership, Deltek, Government Proposals, Strategic Planning, Proposal Support, Project Planning, Configuration Management, Defense, Process Improvement, Air Force

Education
Troy University   2007 — 2011
B.S., Business Administration Management

Northwest Florida State College   2004 — 2006
A.A.S., Business Administration

Gawin Apichonrattanakorn Gawin Apichonrattanakorn Dallas/Fort Worth Area Details
Gawin Apichonrattanakorn's First Command Financial Planning Experience April 2001 - August 2001
Job Windows Systems Engineer II at GM Financial
Industry Information Technology and Services
Experience
GM Financial  May 2014 - Present
The Wendy's Company  December 2010 - April 2014
Wendy's/Arby's Group, Inc.   December 2008 - December 2010
Wendy's/Arby's Group Inc.   November 2006 - November 2008
Wendy's International, Inc.   November 2001 - October 2006
AmeriCredit  September 2001 - October 2001
First Command Financial Planning   April 2001 - August 2001
Protection One  July 2000 - March 2001
Microsoft  April 2000 - June 2000
Warrantech  September 1997 - November 1999

Skills
Symantec Antivirus, Altiris, Symantec Endpoint..., Desktop Engineering, Desktop Support..., Office 2010, Windows 7, Windows XP, Operating Systems, Project Management, VPN, Leadership, Active Directory, Blackberry Enterprise..., Technical Support, XP, Servers, Laptops, Blackberry, Computer Hardware, Troubleshooting, Desktop Computers, Disaster Recovery, BMC Remedy, Help Desk Support, Management, Customer Satisfaction, Microsoft Exchange, Team Building, Lotus Notes, System Administration, Windows, Citrix, Software Installation, Printers, Networking, Hardware, Group Policy, Information Technology

Education
Symantec   2011 — 2011
Symantec Altiris Client Management Suite 7.1 Administration

Symantec   2011 — 2011
Symantec Endpoint Protection 12.x Administration

The Ohio State University   2009 — 2011
Fisher College of Business (OSU)

Dell Certification   2010 — 2010
Dell Certified: Desktop/Laptops/Printers

Dale Carnegie   2009 — 2009
Dale Carnegie Leadership Advantage

CompUSA   2002 — 2002
A+/Network+

CompUSA Certification Course   1999 — 1999
MS Office

Tarrant County College   1995 — 1997
Associates, Graphic Arts, Photography

Adam Seibold, MBA Adam Seibold, MBA Fort Worth, Texas Details
Adam Seibold, MBA's First Command Financial Planning Experience September 2010 - July 2011
Job Supply Chain Specialist at Oncor Electric Delivery
Industry Logistics and Supply Chain
Experience
Oncor Electric Delivery  May 2013 - Present
First Command Package Brigade   April 2009 - December 2014
First Command Package Brigade   April 2009 - December 2014
Oncor Electric Delivery  May 2012 - May 2013
M.J. Neeley School of Business   July 2011 - May 2013
Texas Christian University  October 2011 - January 2012
First Command Financial Planning   September 2010 - July 2011
First Command Financial Planning   April 2008 - August 2010
First Command Financial Planning   January 2002 - April 2008

Skills
Six Sigma, Process Simplification, Lean Manufacturing, Planning, Causal Forecasting, Time Series Analysis, Regression Analysis, Regression Models, Demand Forecasting, Trend Forecasting, Consulting, Procurement, Risk Assessment, Supplier Risk Management, Supplier Evaluation, Forecasting, Project Planning, Project Management, Business Strategy, Strategic Sourcing, Business Analysis, Strategic Planning

Education
Texas Christian University - M.J. Neeley School of Business   2011 — 2013
MBA, Supply Chain Management

The University of Texas at Arlington - College of Business Administration   2004 — 2006
BBA, Marketing, 3.9

Bill Puddy, B.S., M.S., M.A. Bill Puddy, B.S., M.S., M.A. Cumberland, Maryland Area Details
Bill Puddy, B.S., M.S., M.A.'s First Command Financial Planning Experience July 2002 - November 2005
Job Military Historian, Martialist, and Colonel of Infantry (retired)
Industry Military
Experience
Tien Ch'a   June 2011 - Present
Savage River Dog Rescue, Inc.   June 2008 - June 2009
Emmanuel Farms Outreach, Inc.   November 2005 - August 2008
First Command Financial Planning   July 2002 - November 2005
U.S. Army Military District of Washington   June 2000 - June 2002
U.S. Army Institute for Professional Development   November 1996 - June 2000
ACoS Operations HQ NATO/Stabilization Force, Bosnia-Herzegovina   April 1999 - October 1999
HQ Training and Doctrine Command   July 1994 - November 1996
48th Brigade (Mech SEP), 24th Infantry Division   June 1992 - July 1993
5th Battalion 10th United States Infantry Regiment   July 1990 - July 1992

Skills
Military History, Systems Management, Government Contracting, Organizational..., Leadership Development, Budgeting, Staff Development, Strategic Planning, Personal Finance, Military, Army, History, Mentoring, Research, Teaching, Public Speaking, Policy, Team Building, Planning, Analysis, Writing, Supervisory Skills, Policy Analysis, Defense, Program Management, Problem Solving, DoD, Government, Project Planning, Leadership, Command, Security Clearance, Training, National Security, Tactics, Intelligence Analysis, Military Experience, Security, Counterterrorism, NATO, Homeland Security, Organizational..., Air Force, Military Operations, Navy, Special Operations, Emergency Management, Top Secret, Crisis Management, Security Operations

Education
Norwich University   2009 — 2011
Master of Arts, Military History

U. S. Army War College   1993 — 1994
Diploma, National Security Strategy Studies

U. S. Air Force Air Command and Staff College   1983 — 1983
Diploma, Military Art and Science

U. S. Army Command and General Staff College   1982 — 1983
Diploma, Military Art and Science

University of Southern California   1980 — 1982
Master of Science, Systems Management

United States Military Academy at West Point   1968 — 1972
Bachelor of Science, No Major

Steve Riddell Steve Riddell Dallas/Fort Worth Area Details
Steve Riddell's First Command Financial Planning Experience December 2009 - December 2010
Job Senior Manager of Payment Strategy at ACTIVE Network
Industry Financial Services
Experience
ACTIVE Network  September 2014 - Present
Trans-Trade, Inc.   July 2013 - June 2014
PFSweb  September 2012 - July 2013
ACE Cash Express  December 2010 - May 2012
First Command Financial Planning   December 2009 - December 2010
Handango  January 2007 - December 2009
Apple  July 1999 - December 2006
Stubb's BBQ   1996 - 1998

Skills
Process Improvement, Financial Modeling, Financial Analysis, Forecasting, Strategic Planning, Credit Card Fraud, Treasury Management, Microsoft Excel, Business Strategy, Access, Financial Reporting, Budgets, Finance, Financial Services, Leadership, Analysis, Cross-functional Team..., Strategy, Management, Mergers & Acquisitions

Education
Texas Christian University - M.J. Neeley School of Business   2007 — 2010
MBA, Business Administration and Management, General

St. Edward's University   2003 — 2006
Bachelor of Business Administration, Management

New York University   1988 — 1991
Dramatic Writing

Diane Collier Diane Collier Dallas/Fort Worth Area Details
Diane Collier's First Command Financial Planning Experience April 2007 - December 2008
Job IT Project Manager at City of Arlington
Industry Information Technology and Services
Experience
City of Arlington  May 2015 - Present
Veritude  April 2013 - July 2014
Robert Half Technology  February 2013 - March 2013
Fidelity Investments (contract through Insight Global)   June 2012 - December 2012
Capgemini  August 2011 - March 2012
IEEE  January 2002 - December 2011
DynCorp (contract through The Omega Staff)   April 2011 - April 2011
PMI Dallas Chapter  2007 - 2011
First Command Financial Planning   April 2007 - December 2008
CSC  July 2006 - October 2006

Skills
MS Project, Visio, Microsoft Excel, ClearQuest, HP PPM, MS Word, Corel Draw, Corel Photopaint, RegEd, Project Management, Supervisory Experience, Project Portfolio..., Software Project..., Program Management, PMP, Requirements Analysis, Six Sigma, Management, Integration, Project Planning, Team Leadership, Cross-functional Team..., Engineering, Quality Assurance, Business Process..., Change Management, Requirements Gathering, Analysis, Software Development, Leadership, IT Strategy, Agile Methodologies, Vendor Management, SDLC, Agile Project Management, Process Improvement, Business Analysis, Software Documentation, Proposal Writing, SharePoint, Microsoft Project, SaaS, Testing, Information Technology, Consulting, Business Process

Education
The University of Texas at Arlington   1978 — 1980
BSEE, Electrical Engineering

The University of Texas at Arlington
BSEE, Power Engineering

Christy Leonard Christy Leonard Dallas/Fort Worth Area Details
Christy Leonard's First Command Financial Planning Experience July 2001 - May 2007
Job Purchasing Store Fixtures at Pier 1 Imports
Industry Retail
Experience
Pier 1 Imports  September 2011 - Present
RadioShack  August 2011 - September 2011
RadioShack  May 2010 - August 2011
RadioShack  July 2007 - May 2010
First Command Financial Planning   July 2001 - May 2007

Skills
PeopleSoft, Prism, AS400 system, Essbase, Microsoft Office, Forecasting, Management, Strategic Planning, Merchandising, Cross-functional Team..., Supply Chain, Purchasing, Microsoft Excel, PowerPoint, Pricing, Retail, Inventory Planning, Inventory Management, Purchasing Negotiation, Public Relations, Contract Negotiation, Brand Development, Regulatory Requirements, Oracle, Outlook, Project Management, Strategic Partnerships, Retail Buying, Purchase Orders, Product Sampling, Ladder Planning, Procurement, Budgets, Inventory Control, Strategy, Sourcing, Sales, Product Development, Marketing, Visual Merchandising, Merchandise Planning, New Business Development, Marketing Strategy, Time Management, Global Sourcing, Multi-channel Retail, P&L Management, Assortment, CPFR, Project Planning

Education
University of North Texas   2003 — 2007
BS, Merchandising

Tarrant County College   1998 — 2001
AA, Business

Castleberry High School   1994 — 1998

Stephanie Dentinger Stephanie Dentinger Austin, Texas Details
Stephanie Dentinger's First Command Financial Planning Experience 2001 - 2008
Job Passionate about helping companies with their telecom needs.
Industry Telecommunications
Experience
Grande Communications Networks LLC  January 2011 - Present
Horns Connect   2012 - 2015
Telwest Network Services  June 2010 - January 2011
Volt Technical Resources  October 2008 - June 2010
First Command Financial Planning   2001 - 2008
Sunset Direct  1999 - 2000
Harte-Hanks  1997 - 1999

Skills
Telecommunications, Competitive Analysis, Selling Skills, Finance, Call Center, Recruiting, Management, Temporary Placement, Salesforce.com, Managed Services, Account Management, Solution Selling, Direct Sales, Networking, Business Development, Customer Retention, Sales Operations, Sales, Vendor Management, Channel, Strategic Planning, Leadership, Contract Negotiation, Team Management, Start-ups, Enterprise Software, Customer Satisfaction, Entrepreneurship, Process Improvement, Sales Process, Interviews, SaaS, CRM, Strategy

Education
The University of Texas at Austin   1993 — 1996
Bachelor, Liberal Arts

David Kiel David Kiel Dallas/Fort Worth Area Details
David Kiel's First Command Financial Planning Experience October 1999 - August 2004
Job Senior Vice President at First Command Bank
Industry Banking
Experience
First Command Bank  September 2004 - Present
First Command Financial Planning   October 1999 - August 2004

Skills
SDLC, Banking, Project Management, Business Analysis, Vendor Management, SharePoint, Risk Management, Strategic Planning, Process Improvement, Visio, CRM, Software Development, Requirements Analysis, Business Process..., Change Management, Requirements Gathering

Education
Texas A&M University   1983 — 1985

Alex Cabrera Alex Cabrera Fergus Falls, Minnesota Details
Alex Cabrera's First Command Financial Planning Experience June 2004 - February 2008
Job Founder of Possibility Business: Trainer, Social Media Entrepreneur, Business Development Coach & Team builder
Industry Marketing and Advertising
Experience
Possibility Business   January 2011 - Present
California State University, San Marcos  January 2010 - December 2010
Ashford University  August 2009 - December 2009
Chip Stratmann & Associates   February 2009 - August 2009
Family Christian Stores  August 2008 - April 2009
First Command Financial Planning   June 2004 - February 2008
Landmark Education  2006 - 2008
San Diego State University  August 2000 - November 2004
Cal-SOAP  August 2000 - August 2001
Sylvan Group Home   January 1999 - January 2000

Skills
Social Media, Online Branding, Online Marketing, Team Building, Coaching, New Business Development, Mentoring, Customer Relations, Counseling, Contact Management, Human Resources, Customer Service, Online Advertising, Strategic Planning, Social Networking, Leadership Development, Training, Management, Public Speaking, Leadership, Event Planning, Career Counseling, Marketing Strategy, Program Management, Entrepreneurship, Marketing, Social Media Marketing, Event Management, Business Development, Small Business, Marketing Communications, Career Development, Teaching, Budgets, CRM, Data Analysis, Personal Development, Organizational..., Public Relations, Project Planning, Process Improvement, Fundraising, Team Leadership, Time Management, Strategy, Workshop Facilitation, Executive Coaching, Start-ups, Staff Development, MBTI

Education
Landmark Education   2004 — 2010

San Diego State University-California State University   2000 — 2008
Masters of Arts, Education with a focus in Multi-Cultural Counseling

St. Cloud State   1999 — 2000
Applied Psychology

United States Naval Academy   1988 — 1992
Bachelor of Science, Political Science

Woodbridge High School   1984 — 1988

Lauren Woodard Dereta Lauren Woodard Dereta Dallas/Fort Worth Area Details
Lauren Woodard Dereta's First Command Financial Planning Experience January 2000 - January 2003
Job Mortgage Loan Closing Administrator at OmniAmerican Bank
Industry Financial Services
Experience
OmniAmerican Bank  January 2011 - Present
First American Corporation/Corelogic   January 2009 - July 2011
2008-2009  February 2008 - February 2009
Earthbones   June 2007 - April 2008
Saxon Mortgage  May 2006 - February 2008
2003-2006  June 2003 - May 2006
First Command Financial Planning   January 2000 - January 2003

Education
The University of Texas at Arlington   2004 — 2008
Business Management

Burleson High School   1993 — 1997

Tarrant County College

The University of Texas at Arlington
a degree, Business Management

Michelle Ash, CFP®, CASL® Michelle Ash, CFP®, CASL® Jacksonville, Florida Area Details
Michelle Ash, CFP®, CASL®'s First Command Financial Planning Experience 2002 - 2004
Job Managing Partner at Paragon Wealth Strategies, LLC
Industry Financial Services
Experience
PARAGON Wealth Strategies, LLC   July 2008 - Present
The Householder Group  2004 - 2008
First Command Financial Planning   2002 - 2004
First Command Financial Services  1998 - 2002

Skills
Estate Planning, Investment Advisory, Investments, Retirement, Financial Services, Wealth, Leadership, Insurance, Mutual Funds, Wealth Management, Financial Advisory, Financial Planners, Small Business, Retirement Planning, Time Management, Long-term Care, Finance, Financial Analysis, Series 7, Tax, Public Speaking, Training, Strategic Financial..., Portfolio Management, Trusts, Healthcare, Entrepreneurship

Education
The American College   2012 — 2012
Chartered Advisor for Senior Living (CASL)

Florida State College at Jacksonville   2004 — 2005
CERTIFIED FINANCIAL PLANNER™ educational courses

University of Louisville   1991 — 1995
Bachelor of Arts, Spanish, Business

Bethanie Blomeke Bethanie Blomeke San Francisco Bay Area Details
Bethanie Blomeke's First Command Financial Planning Experience February 2009 - January 2012
Job Communications Specialist
Industry Financial Services
Experience
First Command Financial Services  October 2014 - Present
Independent Contractor  October 2006 - May 2014
Yale School of Public Health  October 2012 - October 2013
First Command Financial Planning   February 2009 - January 2012
Long & Foster Companies  January 2010 - January 2011
Washington Watch Radio   June 2006 - June 2008
Family Research Council  April 2005 - June 2006
Concerned Women for America  February 2005 - May 2005
World Vision  October 2004 - February 2005
C.A.R.E.   2004 - 2005

Skills
Writing, Editing, Public Relations Skills, Event Planning, Non-profits, Fundraising, Public Speaking, Marketing, on air television and..., vocal performance, Strategic Leadership, Social Media Marketing, Marketing Analytics, Outstanding..., Coaching Staff, Blogging, Multi Tasking, Group Dynamics, Nutritional Counseling, Client Liaison, Client Development, Journalism, Protool, Media Skills Training, Written & Oral..., Press Conferences, Event Management, Event Photography, Freelance Writing, Social Media, Social Networking, Nonprofits, Community Outreach, Volunteer Management

Education
Columbia School of Broadcasting   2007 — 2007
Certificate, On-air television techniques

Palm Beach Atlantic University   2001 — 2003
Bachelor's Degree, Communication and Media Studies

Kimberley A. Kanode, SPHR Kimberley A. Kanode, SPHR Dallas/Fort Worth Area Details
Kimberley A. Kanode, SPHR's First Command Financial Planning Experience August 2008 - November 2010
Job Senior Recruiter at Schneider Electric
Industry Electrical/Electronic Manufacturing
Experience
Schneider Electric  March 2013 - Present
Fidelity Investments  November 2010 - December 2012
First Command Financial Planning   August 2008 - November 2010
BridgePoint Mortgage Co.   January 2006 - July 2008
Orion Advisors, LLC   February 2002 - June 2005
CTPartners  January 2001 - February 2002
Warren International, LLC   February 2000 - January 2001
CIGNA  July 1997 - July 1999

Skills
Financial Services, Employer Branding, Volume Recruiting, Talent Acquisition, Corporate Staffing, Call Center, Sourcing, Executive Search, Branches, Diversity Recruitment, Brokerage, 401k, Mutual Funds, Marketing, Sales, Onboarding, Project Management, Event Planning, Coaching, Behavioral Based..., Customer Service, Data Integrity, Offer Letters, Taleo, Linkedin Recruiter, Competitive Intelligence, New Hire Orientation, Facilitator, Recruiting, Call Centers, College Recruiting, Training, New Hire Orientations, Temporary Placement, Corporations, Applicant Tracking..., Leadership, LinkedIn Recruiter, Interviews

Education
University of Pennsylvania
M.L.A., Liberal Arts and Sciences, General Studies and Humanities

New York University
B.A., Psychology

Steve Harper, SPHR Steve Harper, SPHR Austin, Texas Area Details
Steve Harper, SPHR's First Command Financial Planning Experience 2010 - 2013
Job HR & Talent Acquisition Professional
Industry Staffing and Recruiting
Experience
Amazon  January 2015 - Present
Lockheed Martin  July 2013 - December 2014
First Command Financial Planning   2010 - 2013
Bank of America  2004 - 2009

Skills
Applicant Tracking..., Talent Acquisition, Sourcing, Background Checks, Hiring, Screening, College Recruiting, Full-cycle Recruiting, Salary Negotiation, Talent Management, Recruitment/Retention, Technical Recruiting, Vendor Management, Compensation, Employee Engagement, Onboarding, Employee Relations, Interviewing, Executive Search, Performance Management, Process Improvement, Mentoring, Strategic Sourcing, Leadership Development, Compliance, Coaching, Insurance, Team Building, Banking, Strategic Planning, Change Management, Policy, Healthcare, Negotiation, Direct Recruiting, Contract Management, Team Leadership, Account Management, Metrics, Program Management, Problem Solving, Outlook, Budgeting, Sales Management, Recruiting, SDLC, Employee Benefits, Benefits Negotiation, Interviews, Personnel Management

Education
University of North Texas
Bachelor's Degree, Applied Arts & Science

The University of Texas at Arlington
Project Management

University of Villanova
Certificate of Achievement in Lean Six Sigma (40 Hour Program)

Renee Wilkins Brooks Renee Wilkins Brooks Dallas/Fort Worth Area Details
Renee Wilkins Brooks's First Command Financial Planning Experience August 2009 - Present
Job Manager of Content Development at First Command Financial Planning
Industry Information Technology and Services
Experience
First Command Financial Planning   August 2009 - Present
RMG Connect  June 2007 - August 2009
NTN Software Solutions   February 2005 - March 2007
JPS Health Network  2007 - 2007
First Command  2002 - 2005
Zix Corporation  July 2000 - January 2002
Consulting Partners  February 1998 - February 2000

Skills
Software, SharePoint, Visio, Software Documentation, End User Training, Agile Methodologies, Business Analysis, Technical Writing, Project Management, Process Improvement, Requirements Gathering, Vendor Management, Requirements Analysis, Quality Assurance, Program Management, SDLC, Business Intelligence, Leadership

Education
The University of Texas at Arlington   2005 — 2007
Masters, Healthcare Administration

The University of Texas at Arlington   1995 — 1997
Bachelors, Communications

Sabine High School

Michael Burchfiel Michael Burchfiel Dallas/Fort Worth Area Details
Michael Burchfiel's First Command Financial Planning Experience 2007 - 2008
Job
Industry Law Practice
Experience
Pangea3 (a Thomson Reuters business)   September 2015 - Present
Pangea3, Inc. (a Thomson Reuters business)   July 2014 - September 2015
Pangea3  August 2011 - July 2014
Career Hitech Connection, Inc.   March 2011 - 2012
Jobbing America   2011 - 2012
Hudson Legal  May 2011 - August 2011
Robert Half International  April 2011 - July 2011
Choe, Holen, Yoo & Burchfiel, P.C.   June 2009 - November 2010
Choe, Holen, Yoo & Burchfiel, P.C.   October 2007 - May 2009
First Command Financial Planning   2007 - 2008

Skills
Commercial Litigation, Employment Law, Appeals, Immigration Law, Business Litigation, Appellate Practice, Briefs, Human Resources, Discrimination Law, Litigation, Legal Research, Civil Litigation, Arbitration, Legal Writing, Corporate Law, Mediation, Litigation Support, Courts, Trials, Westlaw, Legal Advice, Document Review, Employment Contracts, Non-compete Agreements, Litigation Management, Pleadings, Hearings, Trial Practice, Employment..., Depositions, Motions, Legal Issues, Discrimination, Trade Secrets, Torts

Education
Southern Methodist University   1990 — 1993
J.D., Law

Southern Methodist University Dedman School of Law   1990 — 1993
JD, Law

Texas A&M University   1980 — 1986
BBA, Accounting

Thomas Jefferson H.S., Dallas, Texas   1976 — 1980

Jacqueline Luna Jacqueline Luna Greater Chicago Area Details
Jacqueline Luna's First Command Financial Planning Experience August 2002 - May 2006
Job Member Engagement Professional
Industry Nonprofit Organization Management
Experience
American Architectural Manufacturers Association  December 2012 - January 2015
American Architectural Manufacturers Association  April 2011 - December 2012
PGA of America- PACNW Section   March 2007 - September 2008
First Command Financial Planning   August 2002 - May 2006
The Icon Companies- Icon Identity Solutions   2000 - 2002

Skills
Process Improvement, Sales, Project Management, Marketing, Team Leadership, New Business Development, Event Planning, Accounting, Project Planning, Microsoft Office, Legal Letters, Client Correspondence, Database Administration, Meeting Scheduling, Telephone Reception, Handle Confidential..., Administrative Office..., Enthusiasm to learn, Positive Team Player, Flexible to Change, Professional..., Customer Service, Marketing Strategy, Microsoft Word, Nonprofits, Editing, Public Speaking, Market Research, Trade Shows, Email Marketing, Newsletters, Fundraising, Space Technology, Public Relations

Education
Troy University
Bachelor of Science, Psychology Major, Criminal Justice Minor

Crystal Moore Hernandez Crystal Moore Hernandez Columbus, Georgia Area Details
Crystal Moore Hernandez's First Command Financial Planning Experience April 2012 - April 2013
Job Psychologist
Industry Mental Health Care
Experience
Columbus Consolidated Government  February 2015 - Present
Self Employed Property Management  February 2011 - February 2015
First Command Financial Planning   April 2012 - April 2013
El Zapata Mexican Restaurant   August 2009 - August 2010
The Growing Room  July 2007 - April 2009
Liberty National Insurance Company  July 2008 - November 2008

Skills
Fluent in French, Proficient in Microsoft..., Currently studying to..., Teaching, Customer Service, Leadership Development, Supervisory Skills, Leadership, Training, Microsoft Office, Public Speaking, Time Management, Sales, PowerPoint, Event Planning, Team Building, Microsoft Excel, Data Entry, Outlook, Nonprofits, Customer Satisfaction, Fundraising, Policy, Management, Healthcare, Recruiting, Community Outreach, Budgets, Strategic Planning, Microsoft Word, Coaching, Social Networking, Program Management, Event Management, Human Resources, Public Relations, Office Management, Analysis

Education
Ashford University   2014 — 2016
Masters of Healthcare Administration, Health/Health Care Administration/Management

Troy University   2014 — 2016
Bachelors of Rehabilitation, Vocational Rehabilitation Counseling/Counselor

Ashford University   2012 — 2014
Bachelors of Arts in Psychology, Criminal Justice and Corrections, 4.0 GPA

Columbus Technical College   2006 — 2012
Patient Care Assistant, Registered Nursing/Registered Nurse, 3.8 GPA

Wes Niblack Wes Niblack Greater Seattle Area Details
Wes Niblack's First Command Financial Planning Experience May 2008 - Present
Job Financial Advisor at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning   May 2008 - Present

Skills
Leadership, Strategic Planning, Customer Service, Microsoft Excel, Series 65, Series 7, Process Improvement

Education
The American College   2015 — 2017
C.F.P., Financial Planning and Services

Pacific Lutheran University   2003 — 2006

Kane Flora Kane Flora Washington D.C. Metro Area Details
Kane Flora's First Command Financial Planning Experience 2002 - 2004
Job Business Performance Advisor
Industry Human Resources
Experience
Insperity  September 2006 - Present
MetLife Resources  June 2004 - September 2006
First Command Financial Planning   2002 - 2004
Concentric Visions   2000 - 2002
Boris FX  1997 - 2001

Skills
Account Management, Salesforce.com, Small Business, Lead Generation, Business Strategy, Start-ups, Sales, Sales Management, Marketing, Marketing Strategy, Business Planning, Insurance, Contract Negotiation, Strategic Partnerships, Strategy, Performance Management, Management, Business Intelligence, Payroll, Employee Benefits, Human Resources, Expense Management, Recruiting, Time and Attendance..., Working Capital..., Outsourced Bookkeeping..., Training and..., Consulting, Change Management, Organizational..., Sales Process, Personnel Management, Training, Coaching, Employee Relations, Leadership, Leadership Development, Workforce Planning, Cold Calling, Solutions Marketing

Education
Tulane University   1992 — 1996

Hollie Hutson Hollie Hutson Dallas/Fort Worth Area Details
Hollie Hutson's First Command Financial Planning Experience January 2008 - September 2008
Job High Net Worth Operation Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  January 2009 - July 2014
First Command Financial Planning   January 2008 - September 2008
Cintas  June 2006 - January 2007
Sedgwick  May 2004 - July 2005
Farmers Insurance  January 2002 - August 2003

Skills
Microsoft Office, Sales, Process Improvement, Insurance, Budgets, Client Relations, Case Management, Claims Handling, Claims Management, Disability Insurance, Public Speaking, Data Analysis, Financial Risk, Financial Services, Business Operations, Office Administration, Office Management, Medical Devices, Medical Coding, Medical Research, Quality Assurance, Investment Brokerage, Rumba, Pegasus, Performance Dashboards, Agency Relationship..., Agency Coordination, Social Media Marketing, Market Research, Product Marketing, Inventory Management, FINRA, P&C License, Microsoft Excel, Accounts Payable &..., College Savings Plans, Health Savings Accounts, Legal Documents, Legal Compliance, Speech Writing, Letter Writing, Team Leadership, Advertising Sales, Hospital Operations, Fraud Prevention, Anti Money Laundering, Client Rapport, Cold Calling, Events Coordination, Fundraising

Education
North Lake College   2005 — 2006
Associate's Degree

Dawn Piihl Dawn Piihl Dallas/Fort Worth Area Details
Dawn Piihl's First Command Financial Planning Experience December 2013 - Present
Job Executive Assistant to EVP, CIO Business Information Services
Industry Financial Services
Experience
First Command Financial Planning   December 2013 - Present
First Command Financial Planning   2004 - 2013

Skills
Administrative..., Spreadsheets, Office Management, Data Entry, Outlook, Access, Lotus Notes, Confidentiality, Office Administration, Microsoft Excel, PowerPoint, Microsoft Word, Telephone Skills, Invoicing, Customer Service, Microsoft Publisher, Time Management, Administrative..., Accounts Payable

Education
Pierce College at Fort Steilacoom   1992 — 1993

North Thurston High School   1989 — 1992

Cheryl K. Bradford, PMP Cheryl K. Bradford, PMP Dallas/Fort Worth Area Details
Cheryl K. Bradford, PMP's First Command Financial Planning Experience 1990 - 1995
Job Program/Project Manager
Industry Information Technology and Services
Experience
BNSF  September 2014 - Present
Red Too   September 2013 - December 2013
Mondelēz International  January 2013 - September 2013
Nokia  April 2007 - May 2012
Nokia  April 2004 - April 2007
Nokia  April 1999 - October 2004
Levi Strauss & Co.   November 1997 - April 1999
The Associates  October 1995 - November 1997
First Command Financial Planning   1990 - 1995
Arkansas Baptist State Convention  1983 - 1989

Skills
Vendor Management, PMP, Integration, Program Management, Telecommunications, Project Management, Project Portfolio..., Virtual Teams, Service Delivery, IT Operations, International Project..., IT Management, Change Management, System Deployment, PMO, Recruiting, Management, Requirements Analysis, Team Leadership, Six Sigma, Infrastructure, Contract Negotiation, PMI, IT Service Management, ITIL, Process Simulation, Problem Solving, Cabling, Global Management, Wireless, IT Strategy, MS Project, Certified Project..., Key Account Management, Business Intelligence, Due Diligence, Software Documentation, Agile Project Management, Enterprise Architecture, IT Outsourcing, Make vs. Buy Decision..., Infrastructure Projects, M&A due diligence, IT M&A, Process Development, Project Implementation, IT Governance, Lean Sigma, Global IT Operations, Leadership

Education
Ouachita Baptist University   1979 — 1982
BA

Lanny Cox, MBA Lanny Cox, MBA Dallas/Fort Worth Area Details
Lanny Cox, MBA's First Command Financial Planning Experience October 1998 - Present
Job Licensed Principal at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning   October 1998 - Present
USPA&IRA/First Command   December 1992 - October 1998
Emerson Electric Company - Electronics & Space Division   July 1985 - June 1991

Skills
Naval Aviator, Financial Manager, Financial Advisor, Experienced Program..., Strategic Financial..., Wealth Management, Retirement Planning, Financial Advisory, Investment Advisory, Series 63, Retirement, Asset Allocation, Business Analysis, Mutual Funds, Series 7, Analysis, Leadership, Fixed Annuities, Risk Management, Estate Planning, Portfolio Management, Investments, Series 6, Securities, Series 65, Financial Services, IRAs, Investment Strategies, Life Insurance, Investment Management, 401k Rollovers, Asset Management, Wealth, Long-term Care, Banking, Series 24, Insurance, Indexed Annuities, Financial Analysis, Financial Goals, Disability Insurance, Financial Planners, Small Business, Fixed Income, Relationship Management, Long Term Care Insurance, Certified Financial...

Education
The United States Naval Postgraduate School   1972 — 1974
Master of Science, Financial Management

U.S. Naval Academy   1958 — 1963
Bachelor of Science, Naval Engineering & Science

University High School   1954 — 1958
Diploma, College Prep

Corey Brannum, CRPC Corey Brannum, CRPC Dallas/Fort Worth Area Details
Corey Brannum, CRPC's First Command Financial Planning Experience May 2007 - May 2008
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  May 2008 - Present
First Command Financial Planning   May 2007 - May 2008
Texas Air National Guard  January 2000 - January 2007
United States Air Force  December 1996 - December 2000

Education
Texas Christian University - M.J. Neeley School of Business   2004 — 2007
Bachelor of Business Administration, Finance

Philip Fritz Philip Fritz San Francisco Bay Area Details
Philip Fritz's First Command Financial Planning Experience March 2002 - September 2003
Job Corporate Sponsorship Program, Senior Proposal Lead at Emerson Process Management
Industry Mechanical or Industrial Engineering
Experience
Emerson Process Management  March 2013 - Present
Emerson Climate Technologies  May 2011 - February 2013
University of Wisconsin-Madison  August 2009 - May 2011
Lands' End  January 2010 - August 2010
C.H. Robinson Worldwide, Inc.   February 2006 - January 2009
First Command Financial Planning   March 2002 - September 2003

Skills
Cross-functional Team..., Data Analysis, Supply Chain Management, Supply Chain, Strategy, Strategic Planning, Sales, Research, Proposal Writing, Project Management, Product Development, Procurement, Process Improvement, Logistics, Leadership

Education
University of Wisconsin-Madison - School of Business   2009 — 2011
Master of Business Administration (MBA), Supply Chain Management

State University of New York Maritime College   2004 — 2006
MS, International Transportation Management

Rutgers University-New Brunswick   1998 — 2001
BS, Marketing

David Bayless David Bayless Dallas/Fort Worth Area Details
David Bayless's First Command Financial Planning Experience January 1996 - September 2013
Job Sr Java Developer at Zale
Industry Retail
Experience
Zale  September 2013 - Present
First Command Financial Planning   January 1996 - September 2013
Belcan TechServices  May 1995 - January 1996

Skills
Visio, SDLC, Requirements Gathering, Analysis, Programming, SharePoint, SQL, Testing, Integration, Process Improvement, Systems Analysis, Business Analysis, Requirements Analysis, Access, Software Documentation, Microsoft SQL Server

Education
The University of Texas at Arlington - College of Business   2005 — 2008
BS, Information Systems

Robert Starlin Robert Starlin Austin, Texas Area Details
Robert Starlin's First Command Financial Planning Experience September 2007 - May 2008
Job Paralegal, Specialist
Industry Legal Services
Experience
Robert Starlin, Paralegal   January 2006 - Present
OneWest Bank  October 2011 - December 2013
US Attorney Office   April 2010 - July 2010
Texas Workforce Commission  July 2009 - April 2010
First Command Financial Planning   September 2007 - May 2008

Skills
Recruiting, Career Counseling, Civil Litigation, Litigation, Foreclosures, Loan Servicing, Bankruptcy, Legal Compliance, Mortgage Lending, Legal Documents, Trials, Customer Service, Pleadings, Legal Research

Education
Texas State University   1979 — 1981
Bachelors, Accounting

Tarrant County College
Paralegal Certificate, Paralegal Studies

Doug Petersen, Senior Business Analyst Doug Petersen, Senior Business Analyst Dallas/Fort Worth Area Details
Doug Petersen, Senior Business Analyst's First Command Financial Planning Experience November 2004 - Present
Job Senior Business Analyst Financial Services Company, Information Technology Division
Industry Information Technology and Services
Experience
First Command Financial Services, Inc.   November 2004 - Present
First Command Financial Planning   November 2004 - Present
TXU (CapGemini Energy Division)   February 2001 - October 2004
TXU  February 2001 - October 2004
CitiBank (Associates Commercial Corporation division)   July 1989 - January 2001

Skills
Business Analysis, Requirements Gathering, Business Requirements, Data Warehousing, Requirements Analysis, Integration, Visio, SDLC, Project Management, Risk Management, Change Management, Quality Assurance, ITIL, Vendor Management, Project Planning, SharePoint, Leadership, Testing, Software Documentation, Management, Business Process..., Business Intelligence, Business Process, Team Leadership

Education
The University of Texas at Arlington   1983 — 1988
BBA, Finance

Armond Croom Armond Croom San Diego, California Details
Armond Croom's First Command Financial Planning Experience October 2004 - May 2012
Job Financial Advisor at BDT & Associates
Industry Financial Services
Experience
BDT & Associates   May 2012 - Present
First Command Financial Planning   October 2004 - May 2012
First Command Financial Services  October 2004 - May 2012
U.S.Navy   September 2002 - October 2004

Skills
Investments, Financial Advisory, Retirement Planning, Strategic Financial..., Financial Services, Retirement, Finance, Wealth Management, Leadership, Mutual Funds, Securities, Estate Planning, Investment Advisory, Asset Allocation, Fixed Annuities, Strategic Planning, Small Business, Asset Managment, Business Development

Education
Supply Corp School   2001 — 2002
Supply Corp

Nuclear Power School   2000 — 2001
Nuclear Engineering

Tulane University - A.B. Freeman School of Business   1998 — 2000
BSM, Finance

Francis Howell North High School   1994 — 1996
None, 11th to 12th Grade

Cabot High School   1992 — 1994
None, 9th through 10th Grade

Lacy Abbott, PHR Lacy Abbott, PHR Dallas/Fort Worth Area Details
Lacy Abbott, PHR's First Command Financial Planning Experience March 2006 - Present
Job Sr. Human Resources Business Partner at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning   March 2006 - Present

Skills
Talent Acquisition, Talent Management, Onboarding, Deferred Compensation, Succession Planning, Recruiting, Employee Benefits, Employee Relations, Applicant Tracking..., Team Building, Performance Management

Education
Texas A&M University-Commerce
Bachelors, Business Management

Andy Lawson Andy Lawson Greater Salt Lake City Area Details
Andy Lawson's First Command Financial Planning Experience 2000 - 2005
Job Division Director, Online Services, MountainStar Health, HCA Mountain Division
Industry Hospital & Health Care
Experience
MountainStar Health, HCA Mountain Division   November 2013 - Present
TTI Inc.  October 2010 - October 2013
Freeman  2008 - October 2010
Fidelity Investments  April 2006 - 2008
First Command Financial Planning   2000 - 2005

Skills
Marketing Communications, Email Marketing, Marketing Strategy, Social Media Marketing, Social Media, Online Advertising, Web Analytics, Online Marketing, CRM, Product Marketing, SEO, Digital Marketing, SEM, Leadership, E-commerce, Google Analytics, Web Marketing, Salesforce.com, PPC, Marketing, Lead Generation, Google Adwords, Strategic Partnerships, Mobile Marketing, Integrated Marketing, Digital Strategy, Product Management

Education
University of North Texas   2004 — 2007
MBA

University of North Texas   1993 — 1997
BBA

The University of Texas at El Paso   1992 — 1993
None

Troy Madlom Troy Madlom Roswell, Georgia Details
Troy Madlom's First Command Financial Planning Experience May 2010 - July 2010
Job Investment Research Analyst
Industry Financial Services
Experience
Ronald Blue & Co.   June 2014 - Present
Pensacola Christian College  June 2011 - June 2014
National Christian Foundation  December 2010 - January 2011
First Command Financial Planning   May 2010 - July 2010

Skills
Microsoft Excel, Investments, Research, Analysis, PowerPoint, Capital Markets, Accounting, Financial Analysis, Financial Modeling, Linear Regression, Corporate Finance, Derivatives, Valuation, Economics, Capital Budgeting, Finance

Education
Pensacola Christian College   2007 — 2011
BS, Business with Finance Concentration, Accounting Minor

Jana Davidson Jana Davidson Jacksonville, Florida Area Details
Jana Davidson's First Command Financial Planning Experience September 2002 - October 2005
Job Business Developement, Customer Relations and Sales
Industry Public Relations and Communications
Experience
HERITAGE PUBLISHING  September 2014 - Present
DS Educational Resource   April 2014 - Present
Veterinary Leadership Experience   2006 - Present
American Veterinary Medical Association Group Health and Life Insurance Trust   October 2005 - February 2014
First Command Financial Planning   September 2002 - October 2005
The Florida Times Union, Jacksonville FL   February 1999 - September 2002
Eastern Virginia Medical School, Departments of Pharmacology and Ophthalmology   July 1995 - February 1999
ECPI College of Technology, Virginia Beach, VA   March 1994 - June 1995
Agouron Pharmaceuticals, Inc; San Diego, CA   March 1991 - January 1994

Skills
New Business Development, Marketing, Coaching, Marketing Communications, Sales Management, Relationship Marketing, Key Account..., Sales, Public Speaking, Leadership Development, Healthcare, Life Insurance, Disability Insurance, PowerPoint, Microsoft Word, Customer Service, Training, Team Leadership, Team Building, Strategic Planning, Account Management, Marketing Strategy, Fundraising, Public Relations, Management, Recruiting

Education
Oklahoma State University   1986 — 1990
BS Physiology, (Biology, Chemistry, Microbiology, Physics)

Florida State College - Jacksonville, FL   2002 — 2003
FL Life, Health and Annuities License, Insurance Licensure

John Gosztyla, CFP®, ChFC® John Gosztyla, CFP®, ChFC® Jacksonville, Florida Area Details
John Gosztyla, CFP®, ChFC®'s First Command Financial Planning Experience December 2007 - Present
Job Financial Advisor at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning   December 2007 - Present

Skills
Financial Planning, Series 7, Retirement, Asset Allocation, Risk Management, Investments, Insurance, Retirement Planning, Banking, Mutual Funds, Long Term Care, Annuities, Wealth Management, Series 6, 401k, Estate Planning, Investment Strategies, Portfolio Management, Asset Management, Strategic Financial...

Education
University of Florida   2004 — 2008
BA, Economics, Business minor

The American College   2009 — 2011
ChFC Designation, Financial Planning

Erica Albritton Erica Albritton Dallas/Fort Worth Area Details
Erica Albritton's First Command Financial Planning Experience November 2009 - June 2011
Job Private Client Investment Associate JP Morgan Chase Bank, NA
Industry Financial Services
Experience
JP Morgan Chase Bank, NA  March 2014 - Present
Chase Investment Services  June 2011 - September 2012
First Command Financial Planning   November 2009 - June 2011
BizCarta/DPI   February 2001 - March 2006
Convergent Communications  1998 - 2000

Education
Southern Methodist University - Cox School of Business   2004 — 2005
MBA

Texas Christian University   1991 — 1995
BBA

Texas Christian University - M.J. Neeley School of Business   1991 — 1995
diploma

Michelle McDade Michelle McDade Dallas/Fort Worth Area Details
Michelle McDade's First Command Financial Planning Experience December 2001 - June 2007
Job Senior Insurance Services Operations Associate at First Command Financial Services
Industry Insurance
Experience
First Command Financial Services  February 2012 - Present
Harmony Science Academy  August 2009 - May 2011
Gateway School  August 2008 - May 2009
First Command Financial Planning   December 2001 - June 2007

Skills
Special Education, Teaching, E-Learning, Curriculum Design, Instructional Design, Microsoft Excel, Staff Development, Microsoft Office, Public Speaking, ESL, Curriculum Development, Elementary Education, Training, Team Building, PowerPoint, Classroom Management, Lesson Planning, Classroom, Coaching, Community Outreach, Nonprofits, Education, Customer Service, Analysis, Tutoring, Process Improvement

Education
Texas Christian University   1997 — 2001
BA, French, Political Science

Leigh Ann Higgens Leigh Ann Higgens Dallas/Fort Worth Area Details
Leigh Ann Higgens's First Command Financial Planning Experience July 1998 - October 1999
Job Policy Administration Manager at GM Financial
Industry Financial Services
Experience
GM Financial  November 2014 - Present
GM Financial  November 2013 - November 2014
Think Finance  April 2013 - October 2013
Think Finance  July 2012 - April 2013
Think Finance  August 2011 - July 2012
PDX  March 2010 - April 2011
Yum! Restaurants International  February 2010 - March 2010
Domino's Pizza  November 1999 - December 2009
Intura Solutions   April 2005 - May 2006
First Command Financial Planning   July 1998 - October 1999

Skills
Business Process, Content Management, Databases, Editing, Leadership, Management, Microsoft Office, Online Help, Project Management, RoboHelp, SnagIt, Software Development, Software Documentation, Technical Documentation, Technical Writing, Training, Vendor Management, Visio

Education
Texas A&M University
B.A, English

andrew wulf andrew wulf Dallas/Fort Worth Area Details
andrew wulf's First Command Financial Planning Experience November 2004 - May 2006
Job Senior iOS Programmer at Davaco Inc.
Industry Computer Software
Experience
Davaco Inc.  September 2014 - Present
Travelocity  2012 - August 2014
Travelocity  2012 - 2012
Playnet  September 2009 - October 2011
Availity LLC  November 2007 - August 2008
xpressdocs  May 2006 - October 2006
first command financial planning   November 2004 - May 2006
neoris  2002 - 2004
tensor information systems  May 1998 - July 2001
Apple  1994 - 1995

Skills
Java, iOS, Objective-C, Web Services, XML, JavaScript, C++, iPhone, Subversion, Agile Methodologies, AJAX, Programming, Databases, PHP, Scrum, JSON, CSS, Web Applications, Software Development, OOP, Eclipse, Software Engineering, Mobile Applications, iOS development, Xcode, MySQL

Education
Texas Christian University   1975 — 1979
BS, Chemistry

Kevin Wheat Kevin Wheat Dallas/Fort Worth Area Details
Kevin Wheat's First Command Financial Planning Experience 1994 - Present
Job
Industry Financial Services
Experience
Zale  December 2013 - Present
First Command Financial Planning   1994 - Present

Skills
Java software..., Data Analysis, Enterprise Architecture, Solution Architecture, Application Architecture, Data Warehousing, J2EE, SharePoint, Architecture, Web Services, Integration, Software Development, Microsoft CRM, .NET, Web Applications, Data Architects, Java, SOA, Enterprise Software, Java Enterprise Edition, SDLC, Visio, Microsoft SQL Server, ETL, SSIS, Requirements Gathering, Systems Analysis, Agile Methodologies, DB2, Architectures, Business Intelligence

Education
Tarleton State University   1985 — 1990
Bachelor of Science, Mathematics

Tarleton State University
Bachelor of Science (BS), Mathematics and Computer Science

John Wenzel, CFP® John Wenzel, CFP® San Francisco Bay Area Details
John Wenzel, CFP®'s First Command Financial Planning Experience 2006 - 2007
Job Archvest Wealth Advisors
Industry Financial Services
Experience
Archvest Wealth Advisors   August 2014 - Present
Watermark Asset Management, Inc. RIA   September 2007 - August 2014
First Command Financial Planning   2006 - 2007

Skills
Finance, Financial Advisory, Financial Planning, Insurance, Retirement, Retirement Planning, Asset Allocation, Wealth Management, Investment Advisory, Strategic Financial..., Financial Analysis, Investment Strategies, Portfolio Management

Education
San Diego State University-California State University   2005 — 2007
Financial Services

Bryce Tuck Bryce Tuck Dallas/Fort Worth Area Details
Bryce Tuck's First Command Financial Planning Experience August 2005 - March 2013
Job Network Services Manager Southwest Bank
Industry Information Technology and Services
Experience
Southwest Bank  March 2013 - Present
First Command Financial Planning   August 2005 - March 2013
INFOHEALTH Management, Inc   January 1999 - January 2005

Skills
VMware, SharePoint, Disaster Recovery, Agile Methodologies, Microsoft Exchange, Project Management, Team Building, Requirements Analysis, ITIL, System Administration, Business Analysis, Enterprise Architecture, Customer Service, SDLC, Network Security, PMP, Servers, Active Directory, IT Management, Integration, IT Strategy, Microsoft SQL Server, Process Improvement, Program Management, Risk Management, SQL, Security, Software Documentation, Testing, Vendor Management, Visio

Education
The University of Texas at Arlington   2009 — 2010
MSINSY, Information Systems

The University of Texas at Arlington   2001 — 2007
MBA

William Bogatiuk William Bogatiuk Dallas/Fort Worth Area Details
William Bogatiuk's First Command Financial Planning Experience 2000 - October 2010
Job Enterprise Storage Engineer at JPS Health Network
Industry Information Technology and Services
Experience
JPS Health Network  June 2010 - Present
First Command Financial Planning   2000 - October 2010

Education
St. Mary's University   1994 — 1999
BS, Biology

Jeanette Khvan Jeanette Khvan Dallas/Fort Worth Area Details
Jeanette Khvan's First Command Financial Planning Experience November 1999 - March 2004
Job AVP Enterprise Project Management Office at Nationstar Mortgage
Industry Computer Software
Experience
Nationstar Mortgage  October 2014 - Present
Nationstar Mortgage  April 2014 - October 2014
Nationstar Mortgage  July 2013 - April 2014
GM Financial/AmeriCredit  April 2011 - July 2013
GM Financial/AmeriCredit  October 2007 - April 2011
AmeriCredit  April 2005 - October 2007
Citi  March 2004 - April 2005
First Command Financial Planning   November 1999 - March 2004

Skills
Process Improvement, Business Analysis, Project Planning, SDLC, Visio, Quality Assurance, Vendor Management, PMP, Project Management, SQL, User Acceptance Testing, Requirements Gathering, Requirements Analysis, Integration, Agile Methodologies, Business Intelligence, SharePoint, Software Project..., Business Process..., PMO, Software Documentation, ITIL

Education
The University of Texas at Arlington   1994 — 1999

Bob Evart, CPA, MST Bob Evart, CPA, MST Dallas/Fort Worth Area Details
Bob Evart, CPA, MST's First Command Financial Planning Experience 2001 - Present
Job Tax consulting
Industry Financial Services
Experience
RJ Evart, CPA   December 2013 - Present
First Command Financial Planning   2001 - Present

Skills
Tax, CPA, Strategic Financial..., Accounting, Financial Analysis, Estate Planning, Tax Preparation, Income Tax, Financial Reporting, Financial Accounting, Financial Planners, GAAP, Auditing, Retirement Planning, QuickBooks, General Ledger, Investments, Internal Controls, Wealth Management, Finance, Risk Management

Education
Washington School of Law   2006 — 2010
MST

Santa Clara University   1975 — 1979
Bachelor of Science of Commerce

Eric Gunderson Eric Gunderson Greater Atlanta Area Details
Eric Gunderson's First Command Financial Planning Experience August 1994 - December 1998
Job Team Lead, Client Services
Industry Human Resources
Experience
ADP  February 2015 - Present
ADP  August 2011 - January 2015
ADP  January 2009 - August 2011
Wachovia  September 2005 - January 2009
Family Christian Stores  November 2003 - September 2005
REI  April 2001 - November 2004
PFIC Securities   January 1999 - April 2001
First Command Financial Planning   August 1994 - December 1998
Edward Jones  June 1993 - August 1994
US Army  June 1986 - February 1993

Skills
Management, Leadership, Sales, Customer Service, Team Building, Strategy, Team Leadership, Financial Services, Negotiation, Insurance, Public Speaking

Education
Oregon State University   1982 — 1986
Bachelor of Science, Geology

University of Southern California   1982 — 1983
N/A, GEOLOGY

Lori Sidrony Lori Sidrony Dallas/Fort Worth Area Details
Lori Sidrony's First Command Financial Planning Experience December 2007 - Present
Job Financial Services Sales Management and Operations Executive
Industry Financial Services
Experience
First Command Financial Planning   December 2007 - Present
1st Global  April 2003 - November 2007
Mass Mutual (HFG Advisors LLC)   June 2001 - April 2003
Lincoln Financial Advisors  July 1996 - May 2001

Skills
Mutual Funds, Wealth Management, Investment Advisory, Financial Advisory, Series 7, Investments, Insurance, Asset Management, Strategic Planning, Retirement Planning, Strategic Financial..., Strategy, Leadership, Asset Managment, Management, Risk Management, Finance, Portfolio Management, Analysis, Series 63, Retirement, Program Management, Financial Services, Securities, Training, Investment Management, Financial Planning

Education
Southern Methodist University - Cox School of Business   2005 — 2007
EMBA, Accounting and Finance

The University of Texas at Arlington - College of Business   1990 — 1992
BBA, Finance

University of Texas   1990 — 1992
Bachelor, Business Administration

West Georgia College   1982 — 1984
Bachelor of Business Administration (B.B.A.), Finance, General

Michelle Couch Michelle Couch Dallas/Fort Worth Area Details
Michelle Couch's First Command Financial Planning Experience January 2009 - Present
Job Audit Associate at RSM McGladrey
Industry Financial Services
Experience
First Command Financial Planning   January 2009 - Present
RSM McGladrey  January 2009 - Present
AmeriCredit  May 2006 - September 2008

Education
Texas Christian University - M.J. Neeley School of Business   2008 — 2009
MAc, Accounting

Texas Christian University - M.J. Neeley School of Business   2003 — 2005
BBA, Accounting and Finance

Robert W. Smith, CFP Robert W. Smith, CFP Fairfax, Virginia Details
Robert W. Smith, CFP's First Command Financial Planning Experience May 1994 - Present
Job Financial Advisor at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning   May 1994 - Present

Skills
Retirement Planning, Wealth Management, Series 65, Retirement, Series 63, Strategic Financial..., Investment Advisory, Fixed Annuities, Mutual Funds, Financial Advisory, Certified Financial..., Series 7, IRAs, Uniform Combined State...

Education
Northern Arizona University, College of Business Administration   1981 — 1985
Liberty Seminary, Theology/Theological Studies

Liberty School of Divinty
Master's Degree in Theologial Studies

Mary Hicks Mary Hicks Quantico, Virginia Details
Mary Hicks's First Command Financial Planning Experience February 2007 - September 2011
Job Director at Marine Corps Community Services
Industry Military
Experience
Marine Corps Community Services  August 2012 - Present
Medifast  September 2011 - July 2012
First Command Financial Planning   February 2007 - September 2011
Injured Marine Semper Fi Fund  September 2005 - September 2006
First Command Financial Planning   April 2001 - September 2005
Marine Corps Community Services  January 2000 - April 2001
Marine Corps University Foundation  July 1998 - December 1999
Marine Military Academy  August 1996 - July 1998
United States Marine Corps  1975 - 1996

Skills
Leadership, Program Management, Risk Management, Strategic Planning, Team Building, Military, Training, Government, Team Leadership, Security Clearance, Operational Planning, Leadership Development, Strategic Financial..., Process Improvement, Microsoft Office, Military Operations, Operations Management, Defense, Policy, Command, DoD, Investments, Series 7, Series 63, Series 65, Series 6, Operating Budgets, Mentoring, National Security, Intelligence, Analysis, Organizational..., Tactics, Military Experience, Employee Relations, Budgets, Strategy, Asset Allocation, Human Resources, Organizational...

Education
SMU   2006 — 2007
CFP

Texas Tech University   1971 — 1975
BS, Merchandising

Doug Rider Doug Rider Greater Denver Area Details
Doug Rider's First Command Financial Planning Experience July 2006 - June 2008
Job Senior Systems Engineer at Stellar Solutions
Industry Defense & Space
Experience
Stellar Solutions  June 2008 - Present
First Command Financial Planning   July 2006 - June 2008
USAF  July 2003 - November 2005
NGA  2000 - 2003
US Department of Defense  1998 - 1999
US Department of Defense  1996 - 1998

Skills
Systems Engineering, Engineering Management, Earned Value Management, Space Systems, C4ISR, Program Management, Signal Processing, Synthetic Aperture Radar, OPIR, Remote Sensing, Enterprise Architecture, DoDAF, Personal Financial..., DoD

Education
Air Command and Staff College   1999 — 2000
MA, Military Operational Art and Science

University of Washington   1985 — 1987
MSEE, Electrical Engineering - Signal Processing

United States Air Force Academy   1981 — 1985
BSEE, Electrical Engineering

Mike Turley Mike Turley Berkeley, California Details
Mike Turley's First Command Financial Planning Experience February 2004 - May 2014
Job District Manager at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services  May 2014 - Present
First Command Financial Planning   February 2004 - May 2014
KUSI News  2002 - 2003
Screen Gem Studios   1999 - 2002

Skills
Personal Financial..., Practice Management, Investments, Retirement, Leadership, Portfolio Management, Training, Management, Marketing, Budgets, Financial Advisory, Retirement Planning

Education
San Diego State University-California State University   1999 — 2002
Bachelor of Science, Communications

John Paclik John Paclik Austin, Texas Details
John Paclik's First Command Financial Planning Experience December 2001 - July 2005
Job Senior Application Architect at First Data Government Solutions
Industry Computer Software
Experience
First Data Government Solutions  July 2005 - Present
First Command Financial Planning   December 2001 - July 2005
Sprint  October 1998 - July 2001
The M/A/R/C Group   April 1993 - October 1998
The MARC Group  1993 - 1998
Del Norte Technology   March 1989 - April 1993

Skills
Management, SDLC, Agile Methodologies, Software Development, SOA, Requirements Analysis, Unix, SQL, XML, Web Services, Software Project..., Integration, Java, Enterprise Architecture, Business Analysis, Java Enterprise Edition, Websphere, Hibernate, Spring

Education
The University of Texas at Austin

Scott Heevner Scott Heevner Greater Memphis Area Details
Scott Heevner's First Command Financial Planning Experience June 1996 - March 2007
Job Managing Director at Principal Financial Group, Princor Registered Representative, Investment Advisor Representative
Industry Financial Services
Experience
Principal Financial Group  August 2013 - Present
MassMutual Financial Group  September 2009 - July 2013
Eagle Strategies, LLC  April 2007 - September 2009
First Command Financial Planning   June 1996 - March 2007
US Army  June 1987 - October 1996

Skills
Wealth Accumulation, 401(k), 403(b), SEP &..., Buy-sell Agreements, College Funding..., Dental Insurance, Mutual Funds, Informal Business..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Review, Charitable Giving, Deferred Compensation..., Estate Planning, Executive Benefit..., Financial Needs Analysis, Income Protection, IRAs (Traditional &..., Key Person Insurance, Long Term Care Insurance, Pension Plans, Salary Continuation, Series 6, 63, 65..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Whole Life Insurance, Series 7, Series 24

Education
Truman State University   1983 — 1987
Bachelor of Science (B.S.), Biology, General

Tige Howie Tige Howie Columbia, South Carolina Area Details
Tige Howie's First Command Financial Planning Experience 2005 - 2008
Job
Industry Food Production
Experience
Cromer's P-Nuts  March 2011 - Present
First Green, LLC   September 2009 - Present
Rail Training & Consulting   November 2008 - July 2010
First Command Financial Planning   2005 - 2008

Skills
Public Relations, Fundraising, Strategic Planning, Sales, Customer Service, Project Planning, Customer Satisfaction, Team Building, Event Management, Event Planning, Marketing Strategy, Public Speaking, Sales Management, New Business Development, Negotiation, Budgets, Account Management, Social Media Marketing, Sales Operations, Nonprofits, Social Networking, Marketing, Advertising, Marketing Communications, Contract Negotiation, Management, Business Development, Leadership, Strategy, B2B, Small Business, Start-ups, Selling, Retail, Direct Sales, Market Planning, Online Marketing, Cold Calling, Coaching, Market Research, Salesforce Training, Concessions, Food Service, Long-term Customer..., Food Manufacturing, Food Industry, Food Safety, Training, Trade Shows

Education
University of South Carolina-Columbia   1992 — 1997
BA, Journalism/Public Relations

The University of Hull   1993 — 1994
Global Exposure, Yearlong Exchange

Abbeville High School   1988 — 1992

Elena Cumberbatch-Lynch Elena Cumberbatch-Lynch Greater Denver Area Details
Elena Cumberbatch-Lynch's First Command Financial Planning Experience 2008 - March 2014
Job Financial Services Representative, Financial Advisor at MetLife
Industry Financial Services
Experience
MetLife  May 2014 - Present
First Command Financial Planning   2008 - March 2014

Education
Troy University   1997 — 1999
MS, Educational Leadership

Purchase College, SUNY   1984 — 1989
BA, Literature

Rebecca Cooper Rebecca Cooper Anacortes, Washington Details
Rebecca Cooper's First Command Financial Planning Experience March 2003 - February 2006
Job Buyer/Purchasing Agent at SeaBear Company
Industry Food & Beverages
Experience
SeaBear Company  April 2012 - Present
SeaBear Company  October 2007 - April 2012
SeaBear Company  October 2006 - October 2007
First Command Financial Planning   March 2003 - February 2006

Skills
Private Label, Process Improvement, Supply Chain, Marketing Strategy, Contract Negotiation, Purchasing, Management, Project Management, Project Planning, Supply Chain Management, Negotiation, Team Building, Outlook, Cross-functional Team..., Research, Product Development, Microsoft Excel, Marketing, Logistics, Leadership, New Business Development, Operations Management, Merchandising, Sales Operations, Business Strategy, Food

Education
Texas A&M University - Mays Business School   1998 — 1999
Bachelor of Business Administration (BBA), Accounting

Southern Methodist University - Cox School of Business   1995 — 1997
n/a, Accounting

Greg Peck Greg Peck Washington D.C. Metro Area Details
Greg Peck's First Command Financial Planning Experience June 2007 - April 2008
Job Program Analyst
Industry Government Administration
Experience
NVESD  February 2014 - Present
Wells Fargo Home Mortgage  July 2013 - December 2013
NVESD  January 2010 - July 2013
US Airways  September 2008 - December 2009
First Command Financial Planning   June 2007 - April 2008

Skills
Forecasting, Access, Financial Modeling, Microsoft Excel, PowerPoint, Analysis, Microsoft Word, Financial Accounting, Data Analysis, Microsoft Office, Budgets, Investments, Leadership, Account Management, Financial Analysis, Negotiation, Accounting, New Business Development, Customer Service, Social Media

Education
Radford University - College of Business and Economics   2003 — 2007
BBA, Finance, Economics

Steve Litwiller Steve Litwiller Norfolk, Virginia Area Details
Steve Litwiller's First Command Financial Planning Experience Financial AdvisorFirst Command Financial Planning2007 - Present
Job Consultant, Defense Policy and Planning
Industry Defense & Space
Experience
First Command Financial Planning   Financial AdvisorFirst Command Financial Planning2007 - Present

Education
Regent University School of Law

Glenn Allton Glenn Allton Orange County, California Area Details
Glenn Allton's First Command Financial Planning Experience July 2007 - April 2010
Job Financial Broker at Summit Wealth Management
Industry Financial Services
Experience
Summit Wealth Management  February 2014 - Present
Newport Coast Securities, Inc   April 2010 - December 2012
First Command Financial Planning   July 2007 - April 2010

Skills
Retirement, Series 7, Series 63, Strategic Financial..., Retirement Planning, Series 65, Series 6, Unique Financial..., Fixed Annuities, Financial Planning, Asset Allocation, Investment Advisory

Education
United States Air Force Academy   1979 — 1983
B.S., Aerospace Sciences

Glenn R. Allton   1978 — 1983
Aerospace, Aeronautical and Astronautical Engineering

James R Conner James R Conner Greater Philadelphia Area Details
James R Conner's First Command Financial Planning Experience February 1987 - Present
Job Advisor at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning   February 1987 - Present

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Advisory, Retirement, Investment Advisory, Investments, Mutual Funds, Risk Management, Fixed Annuities, Asset Allocation, Portfolio Management

Education
University of Tampa   1980 — 1981
Master of Business Administration (M.B.A.), Finance, General

The University of North Dakota   1961 — 1966
Bachelor of Applied Science (B.A.Sc.), Industrial Engineering

Victor P Jones, CFP(R) Victor P Jones, CFP(R) San Francisco Bay Area Details
Victor P Jones, CFP(R)'s First Command Financial Planning Experience January 2003 - Present
Job Financial Advisor, First Command Financial Services
Industry Financial Services
Experience
First Command Financial Planning   January 2003 - Present
United States Air Force  January 1982 - December 2002

Education
San Jose State University   1977 — 2001
Bachelor of Science (BS), Aeronautical/Aerospace Engineering Technology/Technician

MBA City University   1985 — 1987

Lonnie Bowman, CFP® Lonnie Bowman, CFP® Kansas City, Missouri Area Details
Lonnie Bowman, CFP®'s First Command Financial Planning Experience January 1996 - Present
Job District Advisor at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning   January 1996 - Present

Skills
Retirement, Leadership, Training, Strategic Financial..., Teaching, Strategic Planning, Coaching, Retirement Planning, Wealth Management, Investments, Risk Management, Team Building, Insurance, Leadership Development, Program Management, Mutual Funds, Financial Planning

Education
United States Air Force Academy   1973 — 1977
BS

Winfield S Davis Winfield S Davis Norfolk, Virginia Area Details
Winfield S Davis's First Command Financial Planning Experience 1998 - Present
Job Registered Representative at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning   1998 - Present

Skills
Retirement Planning, Fixed Annuities, Mutual Funds, Wealth Management, Retirement, Asset Allocation, Financial Advisory, Strategic Financial..., Investments, IRAs, Estate Planning, Long-term Care, Insurance, Wealth, Risk Management, Banking, Employee Benefits, Credit, Leadership, Analysis

Education
Trinity College of the Bible and Trinity Theological Seminary   1995 — 2013
Doctor of Philosophy (Ph.D.)

Troy University   1991 — 1994
Master's degree, Public Administration

Texas Tech University   1980 — 1982
Master's degree, Telecommunications

Vanderbilt University   1972 — 1975
Masters, Divinity/ History

Jon Capps Jon Capps Dallas/Fort Worth Area Details
Jon Capps's First Command Financial Planning Experience October 2010 - October 2011
Job Owner at Integrated Cloud Solutions, Inc.
Industry Information Technology and Services
Experience
Integrated Cloud Solutions, Inc.   August 2015 - Present
Microsoft  March 2015 - July 2015
Farm Credit Bank of Texas  February 2014 - February 2015
Microsoft  November 2012 - January 2014
Infosys  July 2012 - November 2012
Creative CRM Solutions, Inc.   May 2012 - June 2012
CIBER, Inc.   October 2011 - May 2012
First Command Financial Planning   October 2010 - October 2011
Talisman Software   June 2010 - September 2010
Advantage Tech  September 2009 - June 2010

Skills
Microsoft Dynamics CRM, Microsoft Certified..., HTML, XML, Data Conversion, JavaScript, C#, SQL, Microsoft CRM, Microsoft Certified..., .NET, Architectures, Testing, Microsoft SQL Server, SSRS, SharePoint, Architecture, CRM, Requirements Analysis, Consulting, SDLC, Business Intelligence

Education
The University of Texas at Dallas   1992 — 2001
BAIS, Management and Computers

Selena Lichtenberg Selena Lichtenberg Springfield, Missouri Area Details
Selena Lichtenberg's First Command Financial Planning Experience February 2010 - Present
Job Financial Advisor at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning   February 2010 - Present
State Farm Insurance  October 2006 - October 2008
Texas Roadhouse  January 1997 - May 2002

Education
University of Phoenix   2008 — 2010

Tacoma Community College   2003 — 2005

Associate Degree

Kim Gordon Kim Gordon Kansas City, Missouri Area Details
Kim Gordon's First Command Financial Planning Experience September 2005 - May 2007
Job Owner at Conveniently Natural
Industry Health, Wellness and Fitness
Experience
Conveniently Natural   February 2011 - Present
Performance Insights, LLC   August 2008 - August 2009
The Cambridge Legacy Group   May 2007 - May 2008
First Command Financial Planning   September 2005 - May 2007

Education
Texas Christian University   2001 — 2003
M.S. Kinesiology, Sport Psychology

University of Dayton   1995 — 1999
B.S. Psychology, Sport Psychology

Dionne Bazile Dionne Bazile Richmond, Virginia Area Details
Dionne Bazile's First Command Financial Planning Experience 2002 - 2003
Job Catering
Industry Food & Beverages
Experience
Coco Bans LLC   November 2011 - Present
Exclusive Staffing  June 2003 - July 2015
First Command Financial Planning   2002 - 2003
Citigate Dewe Rogerson  1999 - 2001
Capita Business Services   1997 - 1999
Abbey  1994 - 1997

Skills
Team Building, Training, Coaching, Public Speaking, Strategic Planning, Employee Relations, Leadership, Leadership Development, Recruiting, Employee Benefits, Customer Service, Marketing, Human Resources, Outlook, Public Relations, Microsoft Office, Project Management, Management

Education
The Tuck School of Business at Dartmouth
Business Strategy

London College of Printing
BA (Hons), Business Communications

Pamela Balthazar Pamela Balthazar Tucson, Arizona Details
Pamela Balthazar's First Command Financial Planning Experience July 2002 - April 2007
Job Representative/analyst/CustomerService/Kiehl's Beauty Advisor
Industry Insurance
Experience
Dillards dept store  December 2011 - Present
New York Life  March 2009 - Present
Borders  February 2008 - March 2011
Waldenbooks  September 1997 - February 2008
First Command Financial Planning   July 2002 - April 2007

Skills
Sales, Healthcare, Merchandising, Outlook, Customer Service, Cosmetics, Administrative..., Event Planning, Team Building, Public Speaking, Time Management, Leadership, Microsoft Office, Marketing, Strategic Planning, Social Media, Microsoft Excel, PowerPoint

Education
University of Portland   1975 — 1976
BA, Sociology and Psychology

Punahou School   1967 — 1973
Yes

Punahou School   1967 — 1973
Yes

Trish Reilly Trish Reilly Fort Worth, Texas Details
Trish Reilly's First Command Financial Planning Experience 2001 - 2007
Job Application Design Analyst at PDX
Industry Information Technology and Services
Experience
PDX  September 2012 - Present
Panther I.T. at iProspect   November 2011 - August 2012
Analysts International Corporation (AIC)   December 2010 - September 2011
ThinkFinance  April 2010 - November 2010
First Command Financial Planning   2001 - 2007
First Command Financial Planning   2000 - 2001
First Command Financial Planning   1998 - 2000
First Command Financial Planning   1996 - 1999
First Command Financial Planning   1994 - 1996
First Command Financial Planning   1991 - 1994

Skills
Rally, Requirements Gathering, Testing, Documentation, Analysis, Problem Solving, SQL, Visio, Agile, Business Analysis, Software Documentation, Agile Methodologies, Quality Assurance, SharePoint, Process Improvement, Business Intelligence, Business Process, Software Development, Software Project..., SDLC, Databases, Scrum, Integration, Requirements Analysis, Agile Project Management, User Acceptance Testing, Oracle, Project Management

Education
Southwestern Baptist Theological Seminary   2003 — 2009
MDiv, Theology and Women's Ministry

Monica Farner Waugh Monica Farner Waugh Ruckersville, Virginia Details
Monica Farner Waugh's First Command Financial Planning Experience November 1998 - May 2010
Job Administrative Coordinator at Habitat for Humanity of Greene County Virginia
Industry Writing and Editing
Experience
Habitat for Humanity of Greene County Virginia   January 2014 - Present
MonicaChronicles.com   May 2011 - Present
Catholic Church of St. Mark   May 2006 - June 2011
Office of Voter Registrar, City of Virginia Beach   November 2008 - November 2010
First Command Financial Planning   November 1998 - May 2010
Fairfax County Public Schools  January 1997 - June 1998
Salem Elementary School PTA   September 1990 - June 1992
Navy Marine Corps Relief Society  February 1986 - May 1992

Skills
Team Leadership, Public Speaking, Leadership, Analysis, Nonprofits, Microsoft Excel, Writing, Event Planning, Editing, Project Planning, Microsoft Office, Fundraising

Education
Rutgers University-New Brunswick   1973 — 1977
BA, English Literature

Kristofer Nelson Kristofer Nelson Houston, Texas Area Details
Kristofer Nelson's First Command Financial Planning Experience June 1993 - December 1993
Job Cellular Systems Engineering & Implementation
Industry Telecommunications
Experience
Clearwire  December 2009 - August 2011
Motorola  May 2002 - March 2009
Motorola  June 2000 - May 2002
Lockard & White  January 1997 - June 2000
Texas A&M University  February 1994 - December 1996
Texaco  May 1996 - August 1996
First Command Financial Planning   June 1993 - December 1993

Skills
Cisco Technologies, Troubleshooting, Integration, Switches, WiMAX, Networking, Telecommunications, Microwave, IP, Technical Support, Wireless, Routers, Training, Project Management, Unix, Servers, Cellular Communications, Hardware, Mobile Devices, 4G, System Deployment, LTE, Business Process, Testing, Ethernet, Software Installation

Education
Texas A&M University   1994 — 1996
BS, Engineering Technology (Telecommunications)

Vanderbilt University   1991 — 1993
EE, Computer Science

Kris Hanberry Kris Hanberry Dallas/Fort Worth Area Details
Kris Hanberry's First Command Financial Planning Experience May 2006 - June 2006
Job Portfolio Manager Associate at US Trust
Industry Financial Services
Experience
US Trust  November 2012 - Present
JPMorgan Chase  October 2011 - November 2012
JPMorgan Chase  July 2009 - February 2012
Kershner Trading Group  July 2006 - July 2009
First Command Financial Planning   May 2006 - June 2006

Skills
Trading, Equities, Options, Securities, Investments, Financial Planning, Series 63, Financial Modeling, Banking

Education
Southern Methodist University - Cox School of Business   2012 — 2013
Masters of Business Administration, Finance

Texas Tech University
BACHELOR OF HUMAN SCIENCES, PERSONAL FINANCIAL PLANNING

Sean Tuttle CFP® Sean Tuttle CFP® Columbus, Ohio Area Details
Sean Tuttle CFP®'s First Command Financial Planning Experience October 2008 - Present
Job Financial Advisor and Advisor Team Leader at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning   October 2008 - Present

Education
Ohio University   2003 — 2007
Bachelors, Economics/Finance

Upper Arlington

Amanda Ware Amanda Ware El Paso, Texas Details
Amanda Ware's First Command Financial Planning Experience November 2003 - May 2006
Job Project Administrator at SAIC
Industry Executive Office
Experience
SAIC  November 2010 - Present
Motorola Solutions  November 2006 - May 2009
First Command Financial Planning   November 2003 - May 2006
Sterling Financial, Inc.   May 2002 - May 2003

Skills
Management, Leadership, Analysis, Accounts Receivable, Time Management, Invoicing, Finance, Data Entry, Customer Service, Accounting, Account Reconciliation, Banking, Strategic Planning, Inventory Management, Credit, Public Relations, New Business Development, Insurance, Customer Retention, Research, Teamwork, Program Management

Education
Park University   2013 — 2015
Bachelor of Science (BS), Human Resources Management and Services

Park University   2008 — 2013
Associate of Science (AS), Business Management

Michele Abrams Michele Abrams Dallas/Fort Worth Area Details
Michele Abrams's First Command Financial Planning Experience January 2011 - April 2011
Job Motivated Professional Analyst
Industry Accounting
Experience
Fannie Mae  February 2013 - Present
Solomon Edwards Group, LLC  November 2012 - January 2013
Integrity Staffing Solutions  February 2012 - July 2012
AutoNation  September 2011 - January 2012
2011-Contract AAFES Army, Air Force Exchange Services   July 2011 - August 2011
First Command Financial Planning   January 2011 - April 2011
Fannie Mae  August 2009 - January 2011
Markit  July 2007 - May 2009
Liberty Tax Services  January 2009 - April 2009
Washington Mutual  July 2003 - June 2007

Skills
Mortgage Lending, Portfolio Management, Risk Management, Account Reconciliation

Education
The University of Texas at Arlington   2011 — 2013
Accounting

University of Texas at

Michelle Lucero Bedwell, CRPS® Michelle Lucero Bedwell, CRPS® Kansas City, Missouri Area Details
Michelle Lucero Bedwell, CRPS®'s First Command Financial Planning Experience January 2005 - January 2008
Job Investment Specialist at American Century Investments
Industry Investment Management
Experience
American Century Investments  January 2008 - Present
First Command Financial Planning   January 2005 - January 2008
US Navy  January 1991 - May 2004

Skills
Series 63, Investment Strategies, Mutual Funds, Insurance, Asset Allocation, Investments, Retirement Planning, Asset Managment, Equities, Fixed Income, Series 6, FINRA, Analysis, Asset Management, Finance, Portfolio Management, Financial Services, Leadership, Financial Planning

Education
University of Kansas   1987 — 1991
Bachelor of Arts (BA), Spanish Language and Literature

Santa Fe High   1981 — 1985

Larry A. Mann, CLU, ChFC Larry A. Mann, CLU, ChFC Greater Chicago Area Details
Larry A. Mann, CLU, ChFC's First Command Financial Planning Experience May 2011 - August 2012
Job President/Independent Financial Advisor at Wealth Planning Partners
Industry Financial Services
Experience
Wealth Planning Partners   August 2012 - Present
First Command Financial Planning   May 2011 - August 2012
Wealth Planning Partners   October 2000 - June 2011
Veco Corporation  January 1990 - October 2001
Westfield Life Insurance Company   January 1981 - October 1989

Skills
Retirement, Estate Planning, Investments, Wealth Accumulation, Financial Advisory

Education
U of Minnesota, Morris   1972 — 1977
Bachelor of Arts, Biology

Campbell Highschool
Highschool Diploma

The American College
CLU; ChFC, Insurance, Retirement Planning, Estate Planning

Richard Seivert Richard Seivert Canton, Ohio Area Details
Richard Seivert's First Command Financial Planning Experience January 2001 - December 2003
Job Information Technology and Services Professional
Industry Higher Education
Experience
The University of Akron  January 2008 - Present
Cutler Real Estate  January 2004 - January 2007
First Command Financial Planning   January 2001 - December 2003
First Citizens Bank  November 1999 - January 2001
Wachovia Bank  November 1996 - November 1999
Emery Worldwide Airlines  June 1993 - September 1996

Education
Stark State College of Technology   2008 — 2010
AS, IT Network Administration/ Security

Western Oklahoma State College   1991 — 1993
AS, Aviation/Airport management/Commercial Pilot

The University of Akron   1985 — 1989
BSBA, Finance

The University of Akron
BS, Computer Information Systems

Pamela Temple, MLER Pamela Temple, MLER Greater New York City Area Details
Pamela Temple, MLER's First Command Financial Planning Experience June 1993 - July 1998
Job Adjunct Faculty at Rutgers University School of Management and Labor Relations
Industry Human Resources
Experience
Rutgers University School of Management and Labor Relations  May 2011 - Present
Rutgers University School of Management and Labor Relations  May 2010 - August 2011
Abbington Associates, Inc.   February 1999 - September 2008
First Command Financial Planning   June 1993 - July 1998

Skills
Leadership, Employee Relations, Organizational..., Leadership Development, Staff Development, Performance Management, Higher Education, Labor Relations, Data Analysis, Employee Engagement, Diversity & Inclusion, Academic Research, Communication Skills, University Teaching, Public Speaking, Team Leadership, Team Effectiveness, Applicant Tracking..., Deferred Compensation, Professional..., Critical Thinking, Professional Writing, Payroll, Benefits Administration

Education
Rutgers University, School of Management & Labor Relations   2010 — 2011
Master's Degree, Labor and Employment Relations

Rutgers, The State University of New Jersey-New Brunswick   2008 — 2010
Bachelor of Science (B.S.), Labor and Employment Relations

Rowan University   1978 — 1982
Early Childhood Education and Teaching

Simon Barron, Jr Simon Barron, Jr Fort Worth, Texas Details
Simon Barron, Jr's First Command Financial Planning Experience December 2010 - August 2012
Job Senior Information Specialist at Alcon Laboratories, Inc.
Industry Pharmaceuticals
Experience
Alcon Laboratories, Inc.   January 2013 - Present
First Command Financial Planning   December 2010 - August 2012
OmniAmerican Bank  November 2006 - September 2010
Hanson  March 2002 - January 2006
City of Irving  June 1999 - January 2002
US Air Force-Randolph AFB   November 1995 - September 1999

Skills
Active Directory, Windows Server, SharePoint, Microsoft SQL Server, SQL, Disaster Recovery, VMware, Integration, System Administration, Servers, SDLC, DNS, Unix, Virtualization, Security, Cisco Technologies, Citrix, Data Center, Databases, Enterprise Architecture, IIS, IT Management, ITIL, Microsoft Exchange, Network Security, VMware ESX, Vendor Management, Visio, Windows 7, Troubleshooting, Software Documentation

Education
Tarleton State University   2011 — 2013
Bachelor's degree, Computer and Information Sciences and Support Services

Tarrant County College   2007 — 2012
Associate of Arts (AA), General Studies

Garrett Nimedez Garrett Nimedez Greater San Diego Area Details
Garrett Nimedez's First Command Financial Planning Experience June 2008 - August 2009
Job Disability Evaluation Analyst III at State of California
Industry Government Administration
Experience
State of California  May 2012 - Present
State of California  August 2010 - May 2012
Ace Parking / U.S. Grant Hotel   April 2009 - August 2010
First Command Financial Planning   June 2008 - August 2009

Skills
Microsoft Excel, PowerPoint, Access, Operations Management, Citrix, Morningstar, Visio, Software Documentation, Research, Microsoft Office, Finance, Proposal Writing, Strategic Financial..., Customer Service, Time Management, Public Speaking, Insurance, Accounting, Outlook, SQL, Leadership, Data Analysis, Analysis

Education
San Diego State University-California State University   2005 — 2009
Bachelor's, Financial Services with Certificate in Personal Financial Planning

Miramonte High School   2001 — 2005

Michele Wilkerson, CAMS Michele Wilkerson, CAMS Dallas/Fort Worth Area Details
Michele Wilkerson, CAMS's First Command Financial Planning Experience December 2009 - January 2014
Job AML/Surveillance Compliance Officer at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services  January 2014 - Present
First Command Financial Planning   December 2009 - January 2014
First Command Financial Services  2004 - 2010

Skills
Financial Services, Leadership, Risk Management, Team Building, Financial Analysis, Wealth Management

Education
Tarleton State University
Bachelor of Business Administration (BBA), Interdisciplinary Business

Texas Wesleyan University

Thomas Kuhl Thomas Kuhl Melbourne, Florida Area Details
Thomas Kuhl's First Command Financial Planning Experience 2011 - 2011
Job Server at Landry's Restaurants
Industry Restaurants
Experience
Landry's Restaurants  July 2014 - Present
Outback Steakhouse  May 2005 - July 2014
First Command Financial Services  March 2011 - May 2012
Outback Steakhouse  March 2011 - November 2011
First Command Financial Planning   2011 - 2011

Skills
Mechanical Engineering, Engineering, Engineering Drawings, Conceptual Design, AutoCAD, Autodesk Inventor, SolidWorks, Matlab, 3D Modeling, Physics, Mathematics, LabVIEW, Report Writing, Lathe, Millwork, C++, Microsoft Office, Microsoft Excel, Microsoft Word, Analysis, Mutual Funds, Retirement Planning, Fixed Annuities, Investments, Strategic Financial..., Retirement, Risk Management, Financial Advisory, Finance, Financial Analysis, Life Insurance, Series 7, PowerPoint

Education
State University of New York at Stony Brook   2006 — 2010
Bachelor of Science, Mechanical Engineering

Roger Brueckbauer Roger Brueckbauer Greater Chicago Area Details
Roger Brueckbauer's First Command Financial Planning Experience July 1995 - Present
Job Financial Advisor at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning   July 1995 - Present
First Command Financial Services  1995 - Present

Skills
Wealth Management, Leadership, DoD, Retirement Planning, Strategic Financial..., Insurance, Retirement, Fixed Annuities, Operational Planning, Life Insurance, Long-term Care, Long Term Care Insurance, Financial Advisory, Series 6, Strategic Planning, Program Management, Financial Planning, Series 65, Team Building

Education
The United States Naval Postgraduate School   1985 — 1987
Master's of Science

United States Naval Academy   1970 — 1974
BS, Oceanography/Physics

Rob Stenson Rob Stenson Dallas/Fort Worth Area Details
Rob Stenson's First Command Financial Planning Experience 1978 - 2009
Job CEO, Masterbrewer and Chief Bottle Washer at Stenson Brewery
Industry Food & Beverages
Experience
Stenson Brewery   June 1986 - Present
First Command Financial Planning   1978 - 2009

Skills
Strategic Financial..., Investments, Wealth Management, Retirement, Retirement Planning, Financial Advisory, Investment Advisory, Strategic Planning, Series 63, Small Business, Leadership, Asset Allocation, Mutual Funds, Estate Planning, Business Analysis, Fixed Annuities, Insurance, Long-term Care, Series 7, 401k, Financial Planning

Education
University of Arkansas   1969 — 1972
Master of Arts (M.A.), Business Administration and Management, General

San Jose State University   1964 — 1969
Bachelor of Applied Science (BASc), Industrial Management

Christy Floyd Christy Floyd Dallas/Fort Worth Area Details
Christy Floyd's First Command Financial Planning Experience August 2005 - August 2006
Job SelfEmployed
Industry Music
Experience
Floyd and Floyd   August 2011 - Present
H&R Block  August 2006 - Present
First Command Financial Planning   August 2005 - August 2006

Education
The University of Texas at Arlington   1993 — 1997
Bachelor's, Business

Matt Hembree Matt Hembree Tampa/St. Petersburg, Florida Area Details
Matt Hembree's First Command Financial Planning Experience December 2006 - Present
Job Financial Advisor at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning   December 2006 - Present

Education
The University of Georgia   2001 — 2005
Economics, Personal Financial Planning

David Hitt III David Hitt III Richardson, Texas Details
David Hitt III's First Command Financial Planning Experience July 2012 - November 2012
Job Hitt Gaines P.C.
Industry Legal Services
Experience
Hitt Gaines, PC  July 2013 - Present
First Command Financial Planning   July 2012 - November 2012
Springleaf Financial Services  January 2012 - July 2012

Skills
Stocks, Bonds, Commodity Markets, Financial Planners, Microsoft Office, Underwriting, Loan Origination, Accounting

Education
Texas A&M University-Commerce   2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance

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