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
Tim Knight, ChFC, CRPC, CFS Tim Knight, ChFC, CRPC, CFS Austin, Texas Area Details
Tim Knight, ChFC, CRPC, CFS's First Command Financial Planning Experience September 2009 - May 2010
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial  December 2013 - Present
Allianz Life  May 2010 - November 2013
First Command Financial Planning   September 2009 - May 2010
Transamerica Capital  February 2006 - May 2009
Guardian Life Insurance  May 2005 - February 2006
Federated Investors  January 2004 - May 2005
H.D. Vest Financial Services   1997 - 2004

Skills
Retirement Planning, Mutual Funds, Series 7, 401k, Life Insurance, Fixed Annuities, Sales, Variable Annuities, Series 63, Retirement, Financial Planning, Negotiation, Strategic Financial..., Training

Education
University of North Texas   1989 — 1993
BS, Psychology

Jon Castle, MSFS, CFP® Jon Castle, MSFS, CFP® Jacksonville, Florida Area Details
Jon Castle, MSFS, CFP®'s First Command Financial Planning Experience 1995 - 2004
Job Managing Partner, Paragon Wealth Strategies, LLC
Industry Financial Services
Experience
PARAGON Wealth Strategies, LLC   December 2004 - Present
Householder Group  December 2004 - July 2007
First Command Financial Planning   1995 - 2004
US Army  May 1989 - December 1995

Skills
Leadership, Retirement Planning, Financial Planning, Investments, Wealth Management, Management, Finance, Strategic Planning, Financial Services, Investment Advisory

Education
United States Military Academy at West Point   1985 — 1989
Bachelor of Science

American College   2009 — 2013
Master of Science, Financial Services

College of Financial Planning   2000 — 2011
CFP, Financial Services

Powell Valley High School   1983 — 1985

Clover Hill HighSchool

Christopher VerHeecke Christopher VerHeecke Arlington, Washington Details
Christopher VerHeecke's First Command Financial Planning Experience January 2002 - April 2004
Job HR Operations Advisor Microsoft Retail Stores
Industry Computer Software
Experience
Microsoft  March 2013 - Present
Microsoft through Murphy and Associates   September 2011 - January 2013
Telrex  May 2008 - June 2010
North Star Cold Storage   June 2005 - March 2008
Microsoft through Corestaff   April 2004 - May 2005
First Command Financial Planning   January 2002 - April 2004
United States Navy  September 1981 - September 2001

Skills
Quickbooks, Human Resources, Bookkeeping, Payroll, QuickBooks, Administrative..., Peachtree, Office Management, Sage, ADP Payroll, Mas 90, Microsoft CRM, SAP HR, Accounts Payable, Accounts Receivable, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Employee Benefits, Customer Service, HRIS, Internet, Invoicing, Problem Solving, Windows

Education
Newark High School   1977 — 1981
Regents, Business, Music

University of Maryland University College
Business Administration

Michelle Eiland, PCC Michelle Eiland, PCC Fort Worth, Texas Details
Michelle Eiland, PCC's First Command Financial Planning Experience November 2010 - January 2012
Job Director, Licensing & Registration
Industry Financial Services
Experience
First Command Financial Services  April 2015 - Present
First Command Financial Services  April 2014 - March 2015
First Command Financial Services  January 2012 - April 2014
First Command Financial Planning   November 2010 - January 2012
First Command Financial Planning   December 2007 - October 2010
First Command Financial Planning   October 2001 - December 2007
First Command Financial Planning   March 1999 - October 2001

Skills
Coaching, Risk Management, Strategic Planning, Process Improvement, Insurance, Financial Analysis, Team Building, Financial Services, Portfolio Management, Leadership, Change Management, Analysis, Business Analysis, Program Management, Data Analysis, Team Leadership, Forecasting, Operations Management, Banking, Strategic Financial..., Management Consulting, Project Management, Metrics, Performance Management, Management, Business Process..., Project Planning, Sales, Vendor Management, Executive Management, Business Process, CRM, Cross-functional Team..., Business Development

Education
International Coaching Academy   2011 — 2013
International Coaching Certification, Professional Certified Coach (PCC)

University of Phoenix   2007 — 2011
Bachelor’s Degree, Business Administration and Management, General

Joseph Sachitano, PMP Joseph Sachitano, PMP San Antonio, Texas Area Details
Joseph Sachitano, PMP's First Command Financial Planning Experience January 2004 - January 2005
Job OpenStackPrivate Cloud Program Manager II at Rackspace Hosting
Industry Information Technology and Services
Experience
Rackspace Hosting  August 2012 - Present
The Informatics Applications Group   November 2011 - July 2012
Atkins Global  April 2009 - January 2012
W. Jackson & Sons Construction Co   February 2006 - December 2009
Bay County School District  January 2005 - February 2006
First Command Financial Planning   January 2004 - January 2005
US Army  April 2002 - January 2004
US Army  January 2001 - January 2002
US Army  January 2000 - January 2001

Skills
PMP, Microsoft O, Problem Solving, Contract Negotiation, Budgeting, Army, Resource Management, Military, Operations Management, Mentoring, Risk Management, Program Management, Planning, Government, Strategic Planning, Cost Analysis, Logistics, Process Improvement, Tactics, Team Leadership, Coaching, Analysis, Supervisory Skills, Continuous Improvement, Team Building, Contract Management, Employee Relations, DoD, Negotiation, Coordination, Project Planning, Inventory Management, Cross-functional Team..., Organizational..., Customer Relations, Microsoft Office, Leadership Development, Change Management, Business Management, Contract Negotiations, Scheduling, Process Engineering, Cost, Cost Reduction, Organizational..., Business Process..., Vendor Management, MS Project, Management Consulting, Government Liaison

Education
USA Captains Career   2002 — 2002

US Army Ranger School/Airborne School   1999 — 1999

United States Military Academy at West Point   1994 — 1998
BS, Systems Engineering

Churchill   1990 — 1994

Jill Gould (@socialplanetstl) Jill Gould (@socialplanetstl) Greater St. Louis Area Details
Jill Gould (@socialplanetstl)'s First Command Financial Planning Experience 1997 - 2000
Job Social Planet | Social Media | Email Marketing | Small & MidSized Businesses | St. Louis MO | St. Charles MO
Industry Marketing and Advertising
Experience
Social Planet   January 2012 - Present
Planet Fun  January 2009 - Present
Sears Holdings Corporation  2007 - 2008
The Home Depot  2002 - 2005
First Command Financial Planning   1997 - 2000
US Army  1989 - 1997

Skills
Team Building, Operations Management, Strategic Planning, Leadership, Customer Service, Negotiation, Event Planning, Budgets, Social Media, Recruiting, Sales, Marketing Strategy, Time Management, Business Development, Product Development, Microsoft Word, Project Planning, Cross-functional Team..., Public Speaking, Business Analysis, New Business Development, Program Management, Process Improvement, Marketing, Change Management, Team Leadership, Management, Sales Management, Business Planning, Leadership Development, Microsoft Office, Training, Contract Negotiation, Forecasting, Project Management, Business Strategy, Employee Relations, Coaching, Retail, Inventory Management, Account Management, Microsoft Excel, Start-ups, Human Resources, Customer Satisfaction, Small Business, Strategy, Entrepreneurship, Social Media Marketing, Nonprofits

Education
Webster University   1996 — 1999
M.S., Space Operations

United States Military Academy at West Point   1985 — 1989
B.S., Mathematics

Megan Zucaro Megan Zucaro Greater Los Angeles Area Details
Megan Zucaro's First Command Financial Planning Experience 1999 - 2004
Job Real Estate Expert Television Host
Industry Executive Office
Experience
REAL ESTATE CONCIERGES BY MEGAZEE   May 1999 - Present
MegaZee   September 1998 - Present
Pro Visors   June 2013 - 2013
Fast Track Real Estate Show   October 2011 - October 2012
Liquidation Channel  January 2009 - January 2011
SOS Radio   July 2009 - December 2010
Dynetech  January 2004 - January 2009
Mrs. Texas United States   May 2006 - 2008
FIRST COMMAND FINANCIAL PLANNING   1999 - 2004
ABC TV  1992 - 1995

Skills
Leadership, Training, Real Estate Financing, Coaching, Entrepreneurship, Online Marketing, Social Networking, REO, Commercial Real Estate, Investors, Television, Short Sales, Foreclosures, Mortgage Lending, Account Management, Real Estate, Business Development, Luxury, Marketing Communications, Leadership Development, Motivational Speaking, Public Speaking, Single Family Homes, Buyers, Brokerage, Event Management, Management, Fundraising, Home Staging, Lead Generation, Published Author, Business, Start-ups, Real Estate Economics, Business Planning, Finance, Seniors, Small Business, Broadcast Television, Business Strategy, Email Marketing, Real Property, Referrals, Sales, Agents, Residential Homes, FHA, Selling, Television Host, Home Solutions

Education
State of Texas Savings and Loans   2004 — 2005
Broker, Mortgage

Finance   1999 — 2001
Journalism Broadcasting University of Minnesota

University of Minnesota-Twin Cities   1988 — 1992
BA, Communications and Business

California Realtor
Real Estate License, California RE Realtor

Anthony Rich Anthony Rich Virginia Beach, Virginia Details
Anthony Rich's First Command Financial Planning Experience October 2010 - February 2014
Job Financial Services Representative, Financial Advisor at MetLife
Industry Financial Services
Experience
MetLife  February 2014 - Present
First Command Financial Planning   October 2010 - February 2014
MetLife  November 2006 - June 2010
US Navy  August 1982 - September 2006

Skills
Security Clearance, DoD, Military Operations, Operational Planning, Team Leadership, Team Building, Command

Education
University of Phoenix   2010 — 2013
BSB, Accounting and Business/Management

University of Phoenix   2004 — 2006
AAGS, General

Aviation High School   1977 — 1982

Charles Anthony Stough Charles Anthony Stough Washington D.C. Metro Area Details
Charles Anthony Stough's First Command Financial Planning Experience November 2003 - October 2004
Job Financial Solutions Advisor at Bank of America | Merrill Lynch
Industry Financial Services
Experience
Merrill Edge  December 2014 - Present
USAA  April 2011 - January 2013
LPL Financial Services  June 2006 - March 2011
U.S. Navy Reserve   June 1993 - October 2009
First Command Financial Planning   November 2003 - October 2004
Prudential Financial  August 1998 - October 2000
US Navy  June 1989 - May 1993
US Navy  July 1984 - May 1989

Skills
Series 7, Insurance, Retirement Planning, Risk Management, Long-term Care, Wealth Management, Strategic Planning, Mutual Funds, Asset Allocation, Wealth, Estate Planning, Financial Planners, Strategic Financial..., Investment Strategies, Fixed Annuities, Retirement, Financial Advisory, Small Business, Financial Planning

Education
University of Oklahoma   1993 — 1994
MHR, Human Relations, Human Resource Development

University of Florida   1986 — 1989
BA, Political Science, International Relations

Markita N McNair Markita N McNair United States Details
Markita N McNair's First Command Financial Planning Experience August 1996 - October 2006
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Sevices, LLC   October 2006 - Present
John Casablancas Modeling and Career Centers  June 2012 - January 2014
First Command Financial Planning   August 1996 - October 2006
United States Army Reserve  April 1993 - April 2001

Skills
Fixed Annuities, Life Insurance, Retirement Planning, Health Insurance, Mutual Funds, Insurance, IRAs, Retirement, Term Life Insurance, Disability Insurance, Long-term Care, Property & Casualty..., Variable Annuities, Employee Benefits, Benefits Administration, Roth IRA, 529 Plans, Qualified Retirement..., 401k Rollovers, Series 6, Series 63, Series 7, 401k, Financial Advisory, Strategic Financial..., Commercial Insurance, Estate Planning

Education
University of Phoenix   2012 — 2014
Bachelor of Science (B.S.), Business Management, General

Joshua Blockburger, JD, CPP Joshua Blockburger, JD, CPP Little Rock, Arkansas Area Details
Joshua Blockburger, JD, CPP's First Command Financial Planning Experience 2001 - 2002
Job Director, Security and Investigation Center at Department of Veterans Affairs
Industry Security and Investigations
Experience
Department of Veterans Affairs  2012 - Present
Team National  February 2008 - Present
Embry Riddle Aeronautical University  January 2007 - January 2015
University of Arkansas at Little Rock  June 2011 - January 2014
Security  February 2004 - March 2012
United States Attorney's Office  2002 - 2004
First Command Financial Planning   2001 - 2002
US Army  May 1989 - October 2001

Skills
Government, Enforcement, Security Clearance, DoD, Public Speaking, Security, Policy, Private Investigations, Risk Management, Military, Strategic Planning, Physical Security, Research, Program Management, National Security, Counterterrorism, Risk Assessment, Analysis, Team Building, Data Analysis, Corporate Security, Intelligence, Investigation, Security Management, Emergency Management, Intelligence Analysis, Crisis Management, Homeland Security, Vulnerability Assessment, Security Operations, Defense, Operational Planning, Weapons, Executive Protection, Protection, Government Contracting, Military Experience, Military Operations, Information Security, Computer Security, Public Safety, Organizational..., Security, Security Audits, Background Checks, Leadership, Internal Investigations, Leadership Development, Policy Analysis, Information Security...

Education
University of Pennsylvania - The Wharton School   2010 — 2011
Executive, Business

University of Arkansas at Little Rock   2003 — 2006
J.D., LAW

Joint Military Intelligence College   1998 — 1999
PGIP, Military Strategic Intelligence

University of the Ozarks   1985 — 1989
BS, Biological Sciences

Alan Orr Alan Orr Greater St. Louis Area Details
Alan Orr's First Command Financial Planning Experience April 1999 - Present
Job District Advisor at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning   April 1999 - Present

Education
United States Naval Academy   1989 — 1993
Aerospace, 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

Tina Gotlibowski Tina Gotlibowski Greater Los Angeles Area Details
Tina Gotlibowski's First Command Financial Planning Experience September 2007 - August 2008
Job Occupational motorcyclist
Industry Information Services
Experience
Bougie Hooligans, Inc.   August 2011 - Present
Provident Financial Management  November 2008 - August 2010
First Command Financial Planning   September 2007 - August 2008
merrill lynch  1998 - 2001

Education
University of California, Los Angeles   1991 — 1995

Sean McLeod Sean McLeod Dallas/Fort Worth Area Details
Sean McLeod's First Command Financial Planning Experience October 2011 - Present
Job Consultant
Industry Financial Services
Experience
First Command Financial Planning   October 2011 - Present
CoreLogic  2008 - September 2011
American Home Mortgage  2004 - 2007

Skills
Process Improvement, Six Sigma, Business Process..., Quality Management, SharePoint, Crystal Reports, Procedure Design, Continuous Improvement, NICE, VoIP, Contact Center..., Process Flow..., Iso 9000, FINRA, Financial Reporting, Lean Management, Risk Management, Business Technology..., Kaizen, Change Management, Management, Project Management, Team Building, Analysis, Business Analysis, Business Process, Leadership, Program Management, Strategic Planning, Vendor Management

Education
University of Arizona   1996 — 2000

Chris Kowalik Chris Kowalik Washington D.C. Metro Area Details
Chris Kowalik's First Command Financial Planning Experience July 2001 - November 2008
Job Business Coach to Financial Professionals
Industry Professional Training & Coaching
Experience
ProFeds   November 2008 - Present
First Command Financial Planning   July 2001 - November 2008
Perceptive Software  August 2002 - February 2003
United States Marine Corps  January 1997 - June 2001

Skills
Employee Benefits, Program Management, Training, Marketing, Analysis, Coaching, Retirement Planning, Entrepreneurship, Small Business, Strategic Planning, Strategy, Leadership Development, Access, Sales Operations, Retirement, Time Management, Strategic Financial..., Wealth Management, Risk Management, Financial Planning

Education
University of Phoenix   2003 — 2006
Business/Marketing

David Griffard David Griffard Austin, Texas Area Details
David Griffard's First Command Financial Planning Experience January 2000 - March 2005
Job Vice President of Business Development at iWorkZone
Industry Human Resources
Experience
iWorkZone   June 2015 - Present
Baker Hughes  February 2014 - March 2015
Baker Hughes  March 2011 - February 2014
Allstate Griffard Insurance Agency   June 2005 - December 2010
Killeen.Com   June 2005 - October 2010
First Command Financial Planning   January 2000 - March 2005
US Army  August 1984 - January 2000

Skills
Management, Leadership, Strategic Planning, Project Planning, Team Building, Small Business, Sales, Strategy, Training, Employee Benefits, Project Management, Insurance, Workers Compensation, Life Insurance, Advertising, Investments, Risk Management, Business Strategy, Finance, Operations Management, Drilling, Liability, Term Life Insurance, Directional Drilling, Coaching, Strategic Financial..., Contract Negotiation, Retirement, Supervisory Skills, Time Management, Fixed Annuities, Health Insurance, Budgets, Disability Insurance, Marketing Strategy, Retirement Planning, System Administration, Military, Oil/Gas, Team Leadership, Leadership Development, Recruiting, Sales Presentations, Account Management, Logistics, Entrepreneurship, Process Improvement, Customer Service, Oil & Gas, Microsoft Office

Education
University of Maryland University College   1984 — 1990
Business

Chris O'Bannon, CPA Chris O'Bannon, CPA Jacksonville, Florida Area Details
Chris O'Bannon, CPA's First Command Financial Planning Experience May 2006 - June 2007
Job Senior Acquisition Analyst at GreenPointe Holdings, LLC
Industry Real Estate
Experience
GreenPointe Holdings   September 2011 - Present
Merrill Lynch  March 2009 - July 2011
Merrill Lynch  June 2007 - March 2009
First Command Financial Planning   May 2006 - June 2007

Skills
Excel, Word, PowerPoint, Series 24, Series 7, Series 66, Cash Flow Forecasting, Venture Financing, Financial Modeling, Microsoft Excel, Uniform Combined State..., Mutual Funds, Finance, Microsoft Word, Management, Process Improvement, Investments

Education
University of North Florida   2009 — 2012
Bachelor of Science, Accounting

University of Florida   2001 — 2006
Bachelor of Science, Finance

Bavy Lopez Bavy Lopez Knoxville, Tennessee Area Details
Bavy Lopez's First Command Financial Planning Experience February 2004 - February 2010
Job Partner at Capital Financial Group, LLC
Industry Financial Services
Experience
Capital Financial Group, LLC  2010 - Present
Capital Financial Group, LLC  February 2010 - January 2015
Capital Financial Group LLC  February 2010 - July 2011
First Command Financial Planning   February 2004 - February 2010
United States Army  May 1998 - February 2004

Education
Leadership Knoxville

United States Military Academy at West Point   1994 — 1998
Bachelors, Economics

Woody Trant Woody Trant Norfolk, Virginia Area Details
Woody Trant's First Command Financial Planning Experience February 1994 - Present
Job Owner, First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning   February 1994 - Present

Skills
Retirement Planning, Risk Management, Financial Planning, Investments, Finance, Wealth Management, Mutual Funds, Strategic Planning, Insurance, Retirement

Education
University of Richmond   1971 — 1975
BA, English

Ryan Bosler, CFP® Ryan Bosler, CFP® Columbus, Ohio Area Details
Ryan Bosler, CFP®'s First Command Financial Planning Experience June 2007 - October 2008
Job Financial Advisor at Swisher Financial Concepts, Inc.
Industry Financial Services
Experience
Swisher Financial Concepts, Inc   April 2010 - Present
Paramount Financial Group  November 2008 - March 2010
First Command Financial Planning   June 2007 - October 2008
U.S. Army   June 2002 - May 2007

Skills
Military, Security Clearance, Cross-functional Team..., Retirement Planning, Investment Advisory, Leadership, Team Building, Strategic Planning, Training, Leadership Development, Operational Planning, Operations Management, Analysis, Finance, Risk Management, Process Improvement, DoD, Organizational..., Financial Analysis, Program Management

Education
United States Military Academy at West Point   1998 — 2002
Bachelors of Science, Management

Shawnee High School

Matt Sebenoler Matt Sebenoler Greater St. Louis Area Details
Matt Sebenoler's First Command Financial Planning Experience 1997 - 2006
Job First Vice President, Next Generation Advisor Strategies
Industry Financial Services
Experience
Wells Fargo Advisors  October 2013 - Present
Wells Fargo Advisors  2012 - 2014
Wells Fargo Advisors  October 2012 - October 2013
Allstate Financial Services, Inc.   2011 - October 2012
New York Life  2006 - 2010
First Command Financial Planning   1997 - 2006
First Command Financial Services  2000 - 2002
First Command Financial Services  1995 - 1997
3rd Battalion, 37th Armored Regiment   1988 - 1995

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Series 63, Series 7, Retirement, Investments, Estate Planning, Fixed Annuities, Mutual Funds, Financial Advisory, Investment Advisory, Asset Allocation, Asset Managment, Series 65, 401k, Long-term Care, Series 6, Long Term Care Insurance, Risk Management, Financial Services, Securities, Asset Management, Investment Strategies, IRAs, Portfolio Management, Life Insurance, Strategy, Insurance, Alternative Investments

Education
United States Military Academy at West Point   1984 — 1988
B.S., Economics

Bishop Hartley High School   1980 — 1984

Brandon D'Ausilio Brandon D'Ausilio Chicago, Illinois Details
Brandon D'Ausilio's First Command Financial Planning Experience September 2009 - June 2011
Job Guidewire Consultant at Capgemini
Industry Financial Services
Experience
Capgemini  June 2014 - Present
Apple  November 2010 - June 2014
First Command Financial Planning   September 2009 - June 2011

Skills
Finance, Business Analysis, Business Strategy, Insurance, Analysis, Apple OS, Options, Wealth Management, Investments, Equity Trading, Guidewire, Strategic Financial..., Mutual Funds, Banking, Small Business, Financial Modeling, SharePoint, Visio, User Interface...

Education
University of Florida - Warrington College of Business Administration   2006 — 2009
BSBA, Finance

Suncoast Community High School   2002 — 2006
High School, I.B.

Matthew Schwarz Matthew Schwarz Jacksonville, Florida Area Details
Matthew Schwarz's First Command Financial Planning Experience December 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
First Command Financial Planning   December 2008 - Present
Barnes & Associates Real Estate Investments LLC   May 2007 - Present
Indymac Bank  December 2006 - May 2007
Quiksilver  June 2003 - September 2006

Education
University of Colorado Boulder   2002 — 2005
Business, Managment

University of Colorado at Boulder - Leeds School of Business   2002 — 2005
Business, Managment

Zach Marshall Zach Marshall Tampa/St. Petersburg, Florida Area Details
Zach Marshall's First Command Financial Planning Experience June 2011 - Present
Job Financial Advisor at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning   June 2011 - Present
US Navy  June 2004 - June 2008
AmeriPark  May 2002 - May 2004

Education
University of South Florida - College of Business Administration   2009 — 2011
BS, Finance

Melonie Fatchet, MAOM Melonie Fatchet, MAOM Dallas/Fort Worth Area Details
Melonie Fatchet, MAOM's First Command Financial Planning Experience 2011 - January 2012
Job Private at US Department of Homeland Security
Industry Human Resources
Experience
US Department of Homeland Security  February 2012 - Present
MMC Group LP  January 2012 - March 2012
First Command Financial Planning   2011 - January 2012
Partners Alliance  September 2008 - June 2011
Nastep Consulting   November 2008 - June 2009
System One Services  February 2006 - November 2008
System One Services  February 2006 - November 2008
Hudson  2006 - 2008

Education
University of Phoenix   2002 — 2005
Masters, Organizational Management

Karen Bertapelle Karen Bertapelle Greater New York City Area Details
Karen Bertapelle's First Command Financial Planning Experience August 1998 - March 2006
Job Ski Instructor/Swim Team Coach
Industry Sports
Experience
Swim Smart, LLC   September 2014 - Present
Southington YMCA   May 2010 - Present
Mt Southington   December 2008 - Present
Oxford Otters Swim Team   March 2013 - March 2014
First Command Educational Foundation  March 2006 - April 2007
First Command Financial Services  February 2004 - March 2006
First Command Financial Planning   August 1998 - March 2006

Skills
Customer Service, Cpr Certified, Fundraising, Training, Coaching, Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Leadership Development, Leadership, Marketing, Management, Teaching

Education
University of Colorado Boulder   1988 — 1992
BS, Architecture/Planning

Paul Kuettner Paul Kuettner Colorado Springs, Colorado Details
Paul Kuettner's First Command Financial Planning Experience July 2003 - April 2004
Job Planner at United States Northern Command
Industry Defense & Space
Experience
United States Army Reserve  August 2015 - Present
United States Northern Command  August 2011 - Present
United States Army Reserve  September 2011 - Present
Booz Allen Hamilton  July 2005 - August 2011
United States Army Reserve  July 2004 - August 2011
First Command Financial Planning   July 2003 - April 2004
United States Army  June 1996 - July 2003

Skills
Military, Defense, Army, Intelligence, Force Protection, Counterterrorism, Counterintelligence, SIGINT, Leadership, Security Clearance, Analysis, DoD, Project Planning, National Security, Command, Information Operations, Military Operations, NATO, Contingency Planning, Program Management, Air Force, Reconnaissance, Surveillance, Special Operations, Government Contracting, Operational Planning, Top Secret, Intelligence Analysis, Military Experience, Homeland Security, Information Assurance, Government

Education
University of Colorado Colorado Springs   2006 — 2009
MBA, Management

United States Military Academy at West Point   1992 — 1996
BS, Environmental Engineering

James Poule James Poule Pensacola, Florida Area Details
James Poule's First Command Financial Planning Experience June 2009 - August 2010
Job Owner at Superior Financial Services
Industry Financial Services
Experience
Superior Financial Services  February 2015 - Present
Superior Commercial Loans   May 2014 - Present
Regions Financial Corporation  June 2013 - January 2014
Century 21 AmeriSouth Realty  April 2008 - June 2013
United Way of Escambia County  January 2013 - April 2013
First Command Financial Planning   June 2009 - August 2010
Superior Home Loan & Mortgage Company, Inc   May 2000 - May 2009

Skills
Mortgage Lending, Real Estate, Retirement Planning, Credit, Investments, Residential Homes, Tax Preparation, Estate Planning, Life Insurance, Loans, Asset Management, Banking, Commercial Mortgages, Finance, Financial Analysis, Commercial Real Estate, First Time Home Buyers, Foreclosures, Fixed Annuities, Loan Origination, Investors, Mortgage Banking, Portfolio Management, Small Business, Investment Properties, Strategic Financial..., Wealth Management, Retirement, FHA, Short Sales, Residential Mortgages, REO, Referrals, Real Estate Transactions, Marketing, Consumer Lending, Series 7, Funding, Refinance, Financial Planning

Education
University of Florida   1975 — 1979
BSBA, Finance and Accounting

James Poule James Poule Pensacola, Florida Area Details
James Poule's First Command Financial Planning Experience June 2009 - August 2010
Job Financial Advisor
Industry Financial Services
Experience
First Command Financial Planning   June 2009 - August 2010
Century 21 Amerisouth Realty  2008 - 2010
Superior Home Loan & Mortgage Company   May 2000 - March 2009

Education
University of Florida   1975 — 1980
BSBA, Finance and Accounting

Justina Barone, MBA Justina Barone, MBA Austin, Texas Area Details
Justina Barone, MBA's First Command Financial Planning Experience August 2004 - July 2005
Job Fundraising and Marketing Entrepreneur, Passionate NonProfit Ambassador, Published Author
Industry Fund-Raising
Experience
Custom Fundraising Solutions - Central Texas   January 2013 - Present
Harrison College  February 2011 - December 2013
Ogilvy Action  June 2010 - February 2011
All My Sons Moving & Storage of Indianapolis   August 2009 - June 2010
24 Hour Fitness  February 2006 - August 2009
DYNAMITE SPORTS   August 2005 - February 2006
First Command Financial Planning   August 2004 - July 2005
Lehigh University  May 2003 - June 2004

Skills
Budgets, Marketing, Advertising, Editing, Recruiting, Contract Negotiation, Real Estate, Content Management, Media Buying, Sound, Public Speaking, Non-profits, Event Planning, Fundraising, Social Media, Event Management, Public Relations, Microsoft Office, Strategic Planning, Social Media Marketing, Community Outreach, Program Development, Research, Coaching, Nonprofits, Leadership, Customer Service, PowerPoint, Training, Teaching, Payroll, Business Development, Sales, Strategy, Marketing Strategy, Lead Generation, New Business Development, Press Releases

Education
University of Phoenix   2009 — 2011
Master of Business Administration, Master of Business Administration

Lehigh University   1999 — 2003
BS, Business & Economics, Marketing Concentration

Ben Meyer, CFP® Ben Meyer, CFP® Houston, Texas Area Details
Ben Meyer, CFP®'s First Command Financial Planning Experience June 2001 - June 2007
Job Owner, Resilient Financial Strategies
Industry Financial Services
Experience
Resilient Financial Strategies   January 2009 - Present
Calton Investments   May 1998 - Present
New York Life  July 2007 - January 2009
First Command Financial Planning   June 2001 - June 2007

Education
University of Calgary
Commerce, Finance

Chris Pollard, MBA, CFP® Chris Pollard, MBA, CFP® Greater New York City Area Details
Chris Pollard, MBA, CFP®'s First Command Financial Planning Experience 2009 - 2012
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA  April 2014 - Present
Regent Wealth Management Group   2012 - April 2014
First Command Financial Planning   2009 - 2012
US Army  2009 - 2012
US Army  2008 - 2009
US Army  2007 - 2008
US Army  2006 - 2007
US Army  June 2004 - October 2005

Education
Georgia State University - J. Mack Robinson College of Business   2011 — 2012
MBA, Personal Financial Planning

United States Military Academy at West Point   2000 — 2004
BS, Electrical Engineering with Computer Architecture Focus

Meredith Vanderbilt Meredith Vanderbilt Greater Seattle Area Details
Meredith Vanderbilt's First Command Financial Planning Experience April 2001 - June 2004
Job Helping Microsoft's customers with all things Office 365 Exchange, Lync, OneDrive, SharePoint, Yammer!
Industry Information Technology and Services
Experience
Microsoft  April 2014 - Present
Microsoft  February 2012 - Present
DocuSign, Inc.   September 2010 - January 2012
Validar Inc   2008 - September 2010
First Command Financial Planning   April 2001 - June 2004
BeFree, Inc   January 2000 - February 2002
Beyond.com  April 1999 - November 1999
BuyDirect.com   February 1997 - March 1999
Ziff Davis  July 1995 - January 1997
The Swenson Group, An Authorized Xerox Agency   June 1994 - June 1995

Skills
Start-ups, Business Development, Selling, Sales Process, Account Management, B2B, Solution Selling, SaaS, Cloud Computing, Enterprise Software, Sales Operations, Marketing, Salesforce.com, Product Management, Microsoft Dynamics, Leadership, Strategy, Sales, Go-to-market Strategy, Entrepreneurship, Strategic Partnerships, Lead Generation, Networking

Education
University of California, Berkeley
BA, English

Hansel Taylor Hansel Taylor Washington D.C. Metro Area Details
Hansel Taylor's First Command Financial Planning Experience November 2002 - September 2004
Job Security Officer
Industry Design
Experience
Washington DC Defense Attorneys   October 2014 - Present
National Security Consultants   March 2014 - Present
Elite Investigation & Protection Agency, Inc.   January 2014 - Present
H. Taylor Elegant Upgrades   January 2000 - July 2013
ENS Youth Mentoring Partnership   December 2004 - June 2009
First Command Financial Planning   November 2002 - September 2004
Candel Consulting   2001 - 2002
United States Air Force  1997 - 2001
United States Air Force  1995 - 1997
United States Air Force  1994 - 1995

Skills
Financial Planning, Logistics Management, Supply Chain Management, Acquisitions Management, Operations Management, Procurement, Logistics, Business Analyst, Business Consultant, Contract Negotiation

Education
Department of Homeland Security   2015 — 2015
Armed Security Officer, Federal Government Contract Security Training

Webster University   1999 — 2000
Masters of Arts, Procurement and Acquisitions Mgt

University of Maryland College Park   1992 — 1998
Bachelors of Science, Management Studies

Janet Choisnet Janet Choisnet Fort Myers, Florida Area Details
Janet Choisnet's First Command Financial Planning Experience September 2002 - November 2005
Job Searching....
Industry Hospital & Health Care
Experience
Mary Kay Cosmetics  August 1998 - Present
One Call Care Management  January 2011 - January 2015
Strategic Surgical Solutions / MSC Care Management   March 2012 - October 2012
AGILITY LOGISTICS  October 2009 - January 2010
CCMI / MRC   July 2008 - October 2009
CCMI (METABOLIC RESEARCH CENTERS)   August 2008 - September 2009
Metabolic Research Center  July 2008 - September 2009
Metabolic Research Center  August 2008 - January 2009
HCA SHARED SERVICES  December 2005 - July 2008
First Command Financial Planning   September 2002 - November 2005

Skills
Visio, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Nutritional Counseling, International Logistics, Cosmetics, SharePoint, Administrative..., Business, Office Management, QuickBooks, User Acceptance Testing, Yoga, Process Improvement, Payroll, Account Management, Accounts Payable, Employee Training, Insurance, Management, Sales, Customer Service, Human Resources, Workers Compensation, Public Relations, Accounting, Spreadsheets, Outlook, Marketing, Team Building, Public Speaking, System Administration, Healthcare, Time Management, Project Management, Event Planning, Leadership, Training, Business Process..., Cross-functional Team..., Retail, Customer Satisfaction, Program Management, Accounts Receivable, Access, Employee Benefits, Invoicing, Salesforce.com

Education
University of North Florida   1993 — 1994
Elementary Education

Florida Community College at Jacksonville   1991 — 1993
Associate in Arts, General Education

Tracy (Lester) Sheridan Tracy (Lester) Sheridan Dallas/Fort Worth Area Details
Tracy (Lester) Sheridan's First Command Financial Planning Experience March 2011 - June 2012
Job FrontEnd Developer transitioning into .NET MVC
Industry Internet
Experience
Essential New Technologies, LLC   June 2013 - February 2014
First Command Financial Planning   March 2011 - June 2012
Self-Employment Freelance Work  October 2010 - March 2011
Essential New Technologies, LLC   September 2009 - December 2009
OneSource WebDesign   April 1998 - September 2000
SAIC  October 1997 - April 1998
Oregon Dept. of Transportation  January 1996 - October 1997
Washington Dept. of Transportation   February 1992 - June 1995
SAIC  October 1990 - September 1991
Booz Allen Hamilton  June 1989 - October 1990

Skills
Web Design, CSS, HTML 5, Photoshop, JavaScript, jQuery, Bootstrap3, ASP.NET MVC, Front-end Design, jsFiddle, HTML5

Education
Evergreen State College   1993 — 1995
Masters, Public Administration

University of Florida   1983 — 1986
Bachelors, Political Science

Eric Detweiler Eric Detweiler New York, New York Details
Eric Detweiler's First Command Financial Planning Experience May 2008 - August 2008
Job MBA Student at The Wharton School of Business
Industry Financial Services
Experience
The Wharton School of Business   Structured Finance - Advisory SeniorEYJune 2014 - April 2015
EY  September 2011 - June 2014
First Command Financial Planning   May 2008 - August 2008

Skills
Japanese, Accounting, Audit, Microsoft Office, Financial Reporting, Excel, Microsoft Excel, Auditing, Management, Financial Accounting, Finance, Financial Analysis, Investments, Mergers & Acquisitions, Internal Controls, US GAAP

Education
University of Pennsylvania - The Lauder Institute   2015 — 2017
Master’s Degree, International Studies

University of Pennsylvania - The Wharton School   2015 — 2017
Master of Business Administration (M.B.A.), Finance

Southern Methodist University - Cox School of Business   2010 — 2011
Master of Science (MS), Accounting

Southern Methodist University - Cox School of Business   2005 — 2009
Bachelor of Business Administration (BBA), Finance, General

関西学院大学 / Kwansei Gakuin University   2007 — 2008
Japanese

Molly Winkler Molly Winkler Greater Denver Area Details
Molly Winkler's First Command Financial Planning Experience June 2015 - Present
Job Intern at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning   June 2015 - Present
First Command Financial Services  June 2015 - Present
Johnnys New York Pizza   August 2014 - June 2015

Education
University of Colorado Boulder   2015 — 2019

University of Colorado Boulder   2015 — 2019

Douglas Worrell Douglas Worrell Dallas/Fort Worth Area Details
Douglas Worrell's First Command Financial Planning Experience November 2007 - Present
Job Treasurer at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning   November 2007 - Present
First Command Financial Services  2007 - Present

Skills
Strategic Financial..., Investments, Financial Analysis, Retirement Planning, Portfolio Management, Mutual Funds, Financial Modeling, Finance, Banking, Asset Allocation, Asset Management, Cash Management

Education
University of North Texas   1977 — 1981
BBA, Accounting

Larry Beese Larry Beese Wilmington, North Carolina Area Details
Larry Beese's First Command Financial Planning Experience October 1988 - September 1990
Job Manager, Technical Services at GE Hitachi
Industry Oil & Energy
Experience
GE Hitachi  August 2011 - Present
GE Nuclear Energy  October 2007 - July 2011
FirstEnergy  September 1990 - September 2007
First Command Financial Planning   October 1988 - September 1990
US Navy  July 1977 - September 1988

Skills
Nuclear, Process Improvement, Power Generation, Power Plants, Energy, Program Management, Contract Management, Nuclear Engineering, Cross-functional Team..., Project Management, Engineering, Six Sigma, Operational Excellence, Continuous Improvement, Operations Management, Business Process..., Quality Assurance, Change Management, Leadership, Analysis, Team Leadership, Strategy, Management, Strategic Planning, Navy, Business Strategy, Primavera P6

Education
United States Naval Academy   1980 — 1984
BS EE

Peggy (Margaret) Blair Peggy (Margaret) Blair West Palm Beach, Florida Area Details
Peggy (Margaret) Blair's First Command Financial Planning Experience May 2010 - February 2011
Job Compensation Specialist at ADT
Industry Information Technology and Services
Experience
ADT  December 2012 - Present
SkillStorm  August 2012 - December 2012
MMBlair LLC   April 2010 - July 2012
KellyMitchell Group, Inc  April 2011 - June 2012
First Command Financial Planning   May 2010 - February 2011
Citrix Systems  October 2009 - March 2010
AutoNation Inc  December 2006 - May 2009
Cingular/ AT&T Wireless   July 1999 - December 2006
NCCI  June 1996 - July 1999
Ocean Spray Cranberries  January 1988 - June 1996

Skills
Business Analysis, Callidus, UML, SQL, Visio, SharePoint, SDLC, Business Objects, Software Documentation, Data Warehousing, Process Improvement, Databases, Requirements Gathering, Analysis, Integration, Oracle, Management, Project Management, Requirements Analysis

Education
Boston College
MBA, Business/Commerce, General

University of Massachusetts, Amherst
BA, Psychology

Paul Jara Paul Jara Little Rock, Arkansas Area Details
Paul Jara's First Command Financial Planning Experience 2001 - 2004
Job Manager, National Agents Alliance
Industry Insurance
Experience
National Agents Alliance  January 2006 - Present
Arkansas Air National Guard  2003 - Present
First Command Financial Planning   2001 - 2004
US Air Force  1994 - 2001

Education
University of Portland   1990 — 1994
BSME, Engineer

Hal Melia Hal Melia Minneapolis, Minnesota Details
Hal Melia's First Command Financial Planning Experience May 2010 - August 2010
Job Financial Analyst at Target
Industry Retail
Experience
Target  September 2015 - Present
SUPERVALU  May 2015 - September 2015
Target  November 2014 - February 2015
Target  November 2013 - November 2014
Target  June 2012 - November 2013
Whirlpool Corporation  June 2011 - August 2011
First Command Financial Planning   May 2010 - August 2010

Skills
Marketing, Management, Forecasting, Communication, Leadership, Process Improvement, Microsoft Office, Finance, Financial Analysis, Microsoft Excel, PowerPoint, Public Speaking

Education
University of Notre Dame - Mendoza College of Business   2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance

Christine Yuengert Christine Yuengert Harrisburg, Pennsylvania Area Details
Christine Yuengert's First Command Financial Planning Experience August 2004 - March 2009
Job Director, Military Family Program at US Army War College
Industry Financial Services
Experience
US Army War College  May 2011 - June 2013
First Command Financial Planning   August 2004 - March 2009
DUSA  January 2001 - June 2002

Skills
Accounting, Accounts Payable, Army, Government Contracting, Leadership, Leadership Development, Military Experience, Operational Planning, Program Management, Change Management, Command, Defense, DoD, Government, Homeland Security, Information Assurance, Intelligence, Intelligence Analysis, Military, Military Operations, National Security, Operations Management, Organizational..., Payroll, Process Scheduler, Public Speaking, Security, Security Clearance, Team Leadership, Top Secret

Education
United States Military Academy at West Point   1977 — 1981
BS, General Engineering

Katherine Milner Katherine Milner Southlake, Texas Details
Katherine Milner's First Command Financial Planning Experience 2008 - 2008
Job Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments  March 2010 - Present
SuperMedia LLC  September 2009 - March 2010
SuperMedia  September 2009 - March 2010
Kaiser Permanente  February 2008 - August 2009
Kaiser Permanente  February 2008 - August 2009
Kaiser Permanente  February 2008 - August 2009
Kaiser Permanente IT  2007 - 2009
Equita Financial   December 2006 - February 2008
First Command Financial Planning   2008 - 2008
First Command  February 2006 - November 2006

Skills
SDLC, Vendor Management, Business Analysis, Process Improvement, Project Management, Program Management, PMP, Visio, PMO, Requirements Gathering, Project Portfolio..., Cross-functional Team..., Business Process..., Requirements Analysis, MS Project, Leadership, Quality Assurance

Education
University of North Texas   1990 — 1992
BBA, Finance, Business and Insurance

University of North Texas   1989 — 1992
Bachelor, Business Administration

North Lake Jr. College   1987 — 1989
Associate, Business Administration

Sara Say Sara Say Dallas/Fort Worth Area Details
Sara Say's First Command Financial Planning Experience April 2005 - July 2012
Job Sr Analyst, Sales Analytics
Industry Financial Services
Experience
First Command Financial Services  July 2012 - Present
First Command Financial Planning   April 2005 - July 2012

Education
University of Phoenix   2008 — 2009

Joseph Bell, CRE Joseph Bell, CRE Manhattan Beach, California Details
Joseph Bell, CRE's First Command Financial Planning Experience January 2004 - January 2006
Job Sr. Systems Engineer and Reliability Engineer
Industry Defense & Space
Experience
Forward Slope, Inc.   October 2011 - Present
NR Undersea Rescue Command   October 2013 - Present
NR UWO DET A   October 2012 - October 2013
NR USW OPS DET A   December 2010 - October 2012
Deep Submergence Unit  June 2006 - November 2011
Tele~Consultants, Inc.   January 2006 - September 2011
First Command Financial Planning   January 2004 - January 2006
Palomar Technologies  March 2001 - January 2004
US Navy  May 1994 - March 2001

Skills
Navy, Security Clearance, DoD, Military, Systems Engineering, Program Management, Operational Planning, Process Improvement, Cross-functional Team..., Leadership, Government Contracting, Integration, Nuclear, Defense, C4ISR, PMP

Education
United States Naval Academy   1990 — 1994
BS, Economics

Portsmouth Abbey School   1988 — 1990

G Richard [Ric] Froman G Richard [Ric] Froman Washington D.C. Metro Area Details
G Richard [Ric] Froman's First Command Financial Planning Experience 2009 - 2010
Job Senior EIM and Financial Systems Integration Consultant
Industry Information Technology and Services
Experience
Canidium  June 2010 - Present
GriffinPoint Services, Inc.   June 2000 - Present
First Command Financial Planning   2009 - 2010
Aiimi   2008 - 2008
Iconixx  2005 - 2007
nGenera  2004 - 2007
Discovery Communications  2004 - 2005
Prolink Services, LLC   2000 - 2004
NASDAQ Stock Market  1997 - 2000
Nasdaq/NASD   1994 - 2000

Education
University of Maryland College Park   1988 — 1991

Brandy Pariso Brandy Pariso Greater Minneapolis-St. Paul Area Details
Brandy Pariso's First Command Financial Planning Experience 2002 - 2006
Job Project Coordinator at Digi International
Industry Computer Networking
Experience
Digi International  September 2009 - Present
Digi International  June 2007 - September 2009
Motorola  2006 - 2007
First Command Financial Planning   2002 - 2006
Sabre Airline Solutions  June 2001 - September 2001
bTrade  2000 - 2001
TXU  1998 - 2000

Skills
User Experience, Technical Writing, Agile Methodologies, Information Architecture, Visio, Software Documentation, Product Management, Usability Testing, Competitive Analysis, User Interface Design, Project Management, Cross-functional Team..., SharePoint, Mobile Devices, CSS, Telecommunications, XML, Business Analysis, Technical Documentation, Product Marketing

Education
University of North Texas   1993 — 1999
B.A., M.A., English, Technical Writing

William Woods University   1992 — 1992

Ella Smiley Ella Smiley Dallas/Fort Worth Area Details
Ella Smiley's First Command Financial Planning Experience 2007 - 2010
Job Sr. Business Analyst at Teksystems
Industry Information Technology and Services
Experience
Teksystems  Business Process Management AnalystFirst Command Financial Services, Inc.2009 - Present
First Command Financial Planning   2007 - 2010
HealthAxis  2001 - 2006

Skills
SDLC, Visio, Requirements Gathering, Business Analysis, Business Requirements, Business Process, SharePoint, Agile Methodologies, Requirements Analysis, Software Project..., Process Improvement, Business Process Mapping, PMP, User Acceptance Testing, ITIL, Business Process..., Software Documentation, Vendor Management, Data Warehousing

Education
University of Louisiana at Monroe   1969 — 1972

Steven Sedor Steven Sedor Washington D.C. Metro Area Details
Steven Sedor's First Command Financial Planning Experience March 2007 - February 2008
Job Property Manager
Industry Real Estate
Experience
Meridian at Pentagon City - Paradigm Management   February 2008 - Present
FIRST COMMAND FINANCIAL PLANNING   March 2007 - February 2008
Bank of America  August 2006 - February 2007
Charter Funding - First Magnus   March 2003 - June 2006
First Magnus Financial  August 2000 - March 2003

Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Financial Planning, Real Estate, Property Management, Management, Strategic Financial..., Customer Service, Sales, Financial Analysis, Mortgage Lending

Education
University of Arizona   1996 — 2000
Bachelor of Applied Science (BASc), Psychology

Stewart Wyland Stewart Wyland San Antonio, Texas Area Details
Stewart Wyland's First Command Financial Planning Experience 2000 - 2002
Job Supervisory Airfield Operations Program Manager, HQ IMCOM
Industry Military
Experience
US Army  September 2009 - Present
Department of Defense  2009 - Present
General Dynamics Information Technology  2004 - 2006
General Dynamics Information Technology  2004 - 2006
First Command Financial Planning   2000 - 2002

Skills
Army, Security Clearance, Operational Planning, Military, Military Operations, DoD, Command, Military Experience, National Security, Defense, Intelligence Analysis, Top Secret, Weapons, Intelligence, Information Assurance, Special Operations, Government Contracting, Counterterrorism, Military Aviation, Organizational..., Cross-functional Team..., Crisis Management, Afghanistan, Force Protection, Military Logistics, Tactics

Education
Webster University   1986 — 1987
MA, Business Management

University of Nevada-Reno   1968 — 1972
BS, Business Economics

Greg Cathey Greg Cathey Dallas/Fort Worth Area Details
Greg Cathey's First Command Financial Planning Experience February 1996 - Present
Job Associate Director, Data Integration, First Command Financial Services
Industry Financial Services
Experience
First Command Financial Planning   February 1996 - Present
First Command Financial Planning   February 1996 - Present

Skills
Informatica, Business Analysis, SDLC, Data Integration, Requirements Analysis, Data Warehousing, ETL, Requirements Gathering, SharePoint, Management, Vendor Management

Education
University of North Texas

Greg Cathey Greg Cathey Dallas/Fort Worth Area Details
Greg Cathey's First Command Financial Planning Experience February 1996 - Present
Job Associate Director, Data Integration at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning   February 1996 - Present

Skills
Informatica, ETL, Data Warehousing, Software Development, Enterprise Architecture, Business Intelligence, SSIS, Data Modeling, SDLC, SharePoint, Requirements Gathering

Education
University of North Texas   1989 — 1991

Shandra Booker Shandra Booker Dallas/Fort Worth Area Details
Shandra Booker's First Command Financial Planning Experience June 2007 - February 2008
Job Banking Professional
Industry Banking
Experience
JPMorgan Chase  April 2008 - Present
First Command Financial Planning   June 2007 - February 2008
Bank of America  2000 - 2007
Fidelity Investments  1996 - 2000

Skills
Banking, Investments, Financial Risk, Asset Management, Finance, Mutual Funds, Analysis, Training, Trading, Customer Service, Risk Management, Wealth Management, Team Building, Financial Services, Relationship Management

Education
University of Houston   1991 — 1995
BBA, Finance and Management

Brian Mello Brian Mello Greater Atlanta Area Details
Brian Mello's First Command Financial Planning Experience March 2000 - November 2002
Job Vice President Procurement/Supply Chain at Oldcastle Architectural Products, Inc.
Industry Building Materials
Experience
Oldcastle Architectural Products, Inc.   December 2012 - Present
Oldcastle Materials  April 2012 - December 2012
Oldcastle Building Products, Inc.   May 2010 - April 2012
Oldcastle Architectural, Inc.   March 2008 - May 2010
Schneider National  November 2002 - November 2007
First Command Financial Planning   March 2000 - November 2002
US Army  June 1995 - March 2000

Skills
Operations Management, Process Improvement, Purchasing, Contract Negotiation, Contract Management, Leadership, Team Building, Continuous Improvement, Change Management, Strategic Planning, Management, Logistics, Program Management, Procurement, Strategic Sourcing, Team Leadership, Cross-functional Team..., Inventory Management, Supply Chain, Supply Chain Management, Forecasting, Supply Management, Negotiation, Manufacturing, Pricing, Sourcing, Global Sourcing, Business Process..., Project Planning, Logistics Management, P&L Management

Education
United States Military Academy at West Point   1991 — 1995
BS, Psychology

Joseph Case High School   1987 — 1991

Devin Reid Devin Reid Dallas/Fort Worth Area Details
Devin Reid's First Command Financial Planning Experience July 2010 - Present
Job Product Manager at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Planning   July 2010 - Present
1st Global  June 2005 - July 2010
American National Insurance  2002 - 2005

Education
University of North Texas   1999 — 2001

Mark Steffe Mark Steffe Dallas/Fort Worth Area Details
Mark Steffe's First Command Financial Planning Experience 2010 - Present
Job Senior Vice President, Chief of Staff for Advisor Operations at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning   2010 - Present
TIAA-CREF  2009 - 2010
UBS Wealth Management  October 2007 - October 2008
UBS Wealth Management  March 2006 - October 2007
UBS Wealth Management  February 2004 - March 2006
UBS Wealth Management  September 2001 - February 2004
Harris Bretall Sullivan & Smith  June 2000 - September 2001
UBS Wealth Management  June 1998 - June 2000
UBS Wealth Management  April 1995 - June 1998

Skills
Wealth Management, Financial Services, Investments, Series 7, Mutual Funds, Portfolio Management, Risk Management, Asset Management, Asset Allocation, Management

Education
University of Illinois at Urbana-Champaign - College of Business   1987 — 1991
BS, Finance

Michael A Konzen Michael A Konzen Kansas City, Missouri Area Details
Michael A Konzen's First Command Financial Planning Experience Financial AdvisorFirst Command Financial Planning2008 - Present
Job Financial Advisor at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning   Financial AdvisorFirst Command Financial Planning2008 - Present

Education
University of Iowa - Henry B. Tippie College of Business   1987 — 1991
Bachelors, Economics

Bill Woodhouse, CFP®, ChFC® Bill Woodhouse, CFP®, ChFC® Virginia Beach, Virginia Details
Bill Woodhouse, CFP®, ChFC®'s First Command Financial Planning Experience May 1986 - Present
Job Financial Advisor at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning   May 1986 - Present

Skills
Wealth Management, Retirement Planning, Risk Management, College Savings Plans, Bill holds Series 6, 63..., Bill holds state life...

Education
United States Naval Academy   1977 — 1981
Physics

Scott A. Hallock Scott A. Hallock Fort Worth, Texas Details
Scott A. Hallock's First Command Financial Planning Experience June 1996 - October 2013
Job VP Sales Force Development at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services  October 2013 - Present
First Command Financial Planning   June 1996 - October 2013
First Command Financial Services  April 1987 - May 1996
U.S. Army   August 1980 - September 1986

Skills
Commercial Pilot, Realtionship/Sales..., Retirement Planning, Strategic Financial..., General Insurance, Mutual Funds, Situational Leadership, Leadership Development, Wealth Management, Leadership, Commercial Aviation, Team Building, Investments, Series 6, Coaching, Recruiting, Financial Services, 401k, Financial Planners, Disability Insurance, Asset Management, Risk Management, Estate Planning, Financial Advisory, Fixed Annuities, Asset Allocation, Retirement, Training, Life Insurance, Long-term Care, Military, Operations Management, Insurance, Portfolio Management, Securities, Series 63, Investment Advisory, Team Leadership, Banking, Certified Financial..., Employee Benefits, FINRA, Finance, Financial Analysis, Financial Goals, Financial Planning, Investment Management, Investment Strategies, Series 65

Education
University of Missouri-Kansas City   1968 — 1979
BA, Geography

Mark Wiggins Mark Wiggins Washington D.C. Metro Area Details
Mark Wiggins's First Command Financial Planning Experience October 1997 - January 2006
Job Director Business Development, Department of Defense at Juniper Networks
Industry Telecommunications
Experience
Juniper Networks  June 2013 - Present
Inmarsat Government  January 2013 - May 2013
Inmarsat Government  February 2012 - December 2012
Segovia  2011 - December 2011
Segovia  August 2008 - March 2011
RxNT  February 2006 - June 2008
First Command Financial Planning   October 1997 - January 2006
United States Navy  January 1990 - October 1997

Skills
Business Development, Sales, Leadership, Leadership Development, Security Clearance, Defense Contracting, Team Building, Consulting, Client Presentation, DoD, New Business Development, VSAT, Satellite Communications, Telecommunications, Enterprise Software, Account Management, Management, Navy, Cross-functional Team..., Computer Security, Satellite, CRM, Project Management, Proposal Writing, Integration, Program Management, Strategic Partnerships, Systems Engineering

Education
United States Naval Academy   1985 — 1989
BS, Political Science

Annapolis High

Frank Coots Frank Coots Topeka, Kansas Area Details
Frank Coots's First Command Financial Planning Experience November 1997 - May 2006
Job Planner, Kansas Division of Emergency Management
Industry Government Administration
Experience
Kansas Division of Emergency Management  April 2009 - Present
Shepard's, Inc.   January 2007 - March 2009
Waddell & Reed, Inc.   June 2006 - January 2007
First Command Financial Planning   November 1997 - May 2006
US Army  December 1976 - November 1997

Education
Central Michigan University   1991 — 1991
Master of Science, General Administration

University of North Georgia   1975 — 1976
BS, Criminology and Sociology

Georgia Military College   1973 — 1975
AA, Criminology

Ronda Linton Ronda Linton Jacksonville, Florida Area Details
Ronda Linton's First Command Financial Planning Experience September 2010 - January 2011
Job Retirement Plan Specialist
Industry Financial Services
Experience
Merrill Lynch  2014 - Present
Bank of America  March 2011 - April 2014
First Command Financial Planning   September 2010 - January 2011
Blue Cross Blue Shield of Florida  January 1998 - January 2008

Skills
Analysis, Management, Fixed Income, Finance, Financial Analysis, Mutual Funds, Training, Portfolio Management, Insurance, Visio, Investments, Banking, Project Management, Microsoft Excel, Microsoft Office, Program Management, Business Analysis, Process Improvement, Leadership, Access, Business Process..., Coaching, Cross-functional Team..., Customer Service, Customer Satisfaction, Data Analysis, Financial Services, Fixed Annuities, Microsoft Word, Marketing, Outlook, Requirements Gathering, Retirement Planning, Risk Management, Strategic Planning, Team Building, Team Leadership, Technical Writing, Securities, Bonds, Investment Strategies, Leadership Development, Equities, Wealth Management, Series 7, 401k, Financial Modeling, Series 63, Account Reconciliation, Marketing Strategy

Education
University of North Florida - College of Business Administration   2008 — 2010
Bachelors, Finance and Financial Services

Kristi Valentine Kristi Valentine Savannah, Georgia Area Details
Kristi Valentine's First Command Financial Planning Experience 2008 - 2010
Job .
Industry Broadcast Media
Experience
First Command Financial Planning   2008 - 2010
Q 92   August 2006 - August 2008

Education
University of Mount Union
Media Studies, Broadcasting

Theresa Sorrell Theresa Sorrell Phoenix, Arizona Area Details
Theresa Sorrell's First Command Financial Planning Experience March 1996 - November 1996
Job Program Support Analyst at B/E Aerospace
Industry Aviation & Aerospace
Experience
B/E Aerospace  July 2008 - Present
Honeywell Aerospace  April 2005 - July 2008
Honeywell Aerospace  April 2003 - April 2005
Honeywell Aerospace  April 2001 - April 2003
Honeywell Aerospace  March 1997 - April 2001
First Command Financial Planning   March 1996 - November 1996
U.S. Coast Guard   May 1992 - May 1996
US Army  May 1988 - May 1992

Skills
Aerospace, Six Sigma, Process Improvement, Program Management, Supply Chain Management, Materials Management, Continuous Improvement, Lean Manufacturing, Project Planning, Cross-functional Team..., Procurement, Supply Management, Strategy

Education
Western International University   1998 — 2000
Bachelors, Business

University of Arizona   1980 — 1983
Business

Daniel E. Luna MBA Daniel E. Luna MBA Orlando, Florida Area Details
Daniel E. Luna MBA's First Command Financial Planning Experience 2009 - June 2012
Job Vice President | Financial Consultant | Investment Adviser Representative
Industry Financial Services
Experience
Regions Investment Solutions Securities Broker Dealer and Registered Investment Advisor   June 2012 - Present
First Command Financial Planning   2009 - June 2012
Transamerica  August 2008 - July 2009
Emerson Electric Co.  2000 - 2003

Skills
Retirement Planning, Fixed Annuities, Asset Allocation, Investments, Financial Planning, Insurance, Finance, Risk Management, Retirement, Series 6, Investment Strategies, Strategic Financial..., Mutual Funds, Estate Planning, Life Insurance, Series 7, Wealth Management, Investment Advisory, Disability Insurance, Asset Management, 401k, Series 63, Wealth, Long-term Care, IRAs, 401k Rollovers, Long Term Care Insurance, FINRA, Financial Services, Portfolio Management, Annuities, Retirement Income..., Series 65, Wealth Management..., Personal Financial..., ETFs, Separately Managed...

Education
University of Phoenix   2007 — 2009
MBA, Business Administration

University of Central Florida   1994 — 2000
BBA, Business Administration

University High School   1991 — 1994

Colegio Maristas   1988 — 1991

Noell Arrington Noell Arrington Jacksonville, North Carolina Details
Noell Arrington's First Command Financial Planning Experience September 2010 - September 2012
Job Project Assistant at Coastal Equipment Company, a division of Golden Corral
Industry Restaurants
Experience
Coastal Equipment Company, a division of Golden Corral Restaurants   October 2013 - Present
First Command Financial Services  October 2012 - September 2013
First Command Financial Planning   September 2010 - September 2012
First Command Financial Planning   February 1998 - November 2001

Skills
Public Speaking, Microsoft Word, Microsoft Office, PowerPoint, Data Entry, Strategic Planning, Customer Service, Nonprofits, Microsoft Excel, Event Planning, Training

Education
University of North Carolina at Wilmington   2007 — 2009
Bachelor's, Elementary Education

Jaymie Kerstein Jaymie Kerstein Jacksonville, North Carolina Area Details
Jaymie Kerstein's First Command Financial Planning Experience January 2003 - April 2005
Job Defense Commissary Agency
Industry
Experience
Defense Commissary Agency  May 2015 - Present
Defense Commissary Agency  November 2014 - Present
A-1 Home Services / Optima   February 2007 - December 2008
Blind Express   October 2005 - June 2006
First Command Financial Planning   January 2003 - April 2005
M & S Motors (Chrysler/Dodge)   February 2002 - March 2003
Extended Stay America  July 2001 - February 2002
United States Marine Corps  July 1997 - July 2001

Skills
Budgets, Command, Defense, DoD, Leadership, Life Insurance, Military, Military Experience, Military Logistics, Mutual Funds, National Security, Operational Planning, Organizational..., Outlook, Security Clearance, Strategic Financial..., Strategic Planning, Tactics, Team Building, Wealth Management, Government Contracting, Retirement Planning, Intelligence, Military Operations, Weapons, Retirement, Fixed Annuities, Series 63, Series 7, Intelligence Analysis

Education
University of Phoenix   2008 — 2010
ABA, Business

Timothy Tocci Timothy Tocci Greater Pittsburgh Area Details
Timothy Tocci's First Command Financial Planning Experience September 2003 - December 2006
Job Freelance Audio Engineer at Trial Run/Studio J
Industry Airlines/Aviation
Experience
Trial Run/Studio J   February 1997 - Present
United Airlines  July 1999 - October 2009
First Command Financial Planning   September 2003 - December 2006
Emery Worldwide  October 1998 - July 1999
United States Navy  May 1981 - October 1998

Education
United States Naval Academy   1977 — 1981
BS, Physical Science

Zach Walden Zach Walden El Paso, Texas Details
Zach Walden's First Command Financial Planning Experience July 2009 - Present
Job Financial Advisor & District Advisor at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Planning   July 2009 - Present

Skills
Investments, Retirement Planning, Financial Planning, Wealth Management, Mutual Funds, Asset Allocation, Retirement, Investment Advisory, Financial Advisory, Fixed Annuities, Investment Strategies, Estate Planning, Portfolio Management

Education
University of North Carolina at Wilmington
Bachelor of Science, Business Administration from Cameron School of Business, Marketing

Sandeep Patnamshetty Sandeep Patnamshetty Dallas/Fort Worth Area Details
Sandeep Patnamshetty's First Command Financial Planning Experience August 2011 - June 2012
Job Sr.MS Dynamics CRM Developer at Concentra
Industry Nonprofit Organization Management
Experience
Concentra  June 2012 - Present
First Command Financial Planning   August 2011 - June 2012
Vertex Business Services  April 2011 - July 2011
American College of Emergency Physicians  February 2010 - February 2011
Strategic Edge Communications  February 2008 - December 2009

Skills
Microsoft SQL Server, C#, ASP.NET, SSRS, Business Intelligence, .NET, Microsoft CRM, SharePoint, CRM, T-SQL, SQL, SSIS, WCF, IIS, Business Analysis

Education
University of Missouri-Kansas City
Masters

Sheniqua Shannon Sheniqua Shannon Dallas/Fort Worth Area Details
Sheniqua Shannon's First Command Financial Planning Experience 2004 - 2006
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  April 2015 - Present
Nationstar Mortgage  March 2007 - April 2015
First Command Financial Planning   2004 - 2006

Skills
Loss Mitigation, Mortgage, Access, Process Improvement, Excel, Team Building, PowerPoint, Word, Team Leadership, Mortgage Servicing, Hiring, Microsoft Office, Lotus Notes, Microsoft Excel, Mortgage Lending, Loan Modifications, Microsoft Word, Risk Management, Leadership, Loans, Banking, Visio, Portfolio Management, Mortgage Banking, Business Process..., Coaching, Foreclosures, Call Centers, Financial Services, HAMP, Underwriting, Credit, Management, Vendor Management, Business Analysis, Finance, Relationship Management, Analysis, Training, Credit Analysis

Education
University of North Texas   2002 — 2006
Bachelors, Sociology

Bryan Westhead Bryan Westhead Arlington, Virginia Details
Bryan Westhead's First Command Financial Planning Experience June 2008 - January 2009
Job Manager, Finance at AvalonBay Communities
Industry Real Estate
Experience
AvalonBay Communities  March 2014 - Present
AvalonBay Communities  July 2012 - March 2014
AvalonBay Communities  September 2010 - July 2012
GEICO  August 2009 - September 2010
First Command Financial Planning   June 2008 - January 2009

Skills
Data Analysis, Investments, Finance, Market Research, Portfolio Management, Insurance, VBA, Customer Support, Microsoft Office, SQL, Customer Service, Macro, Metrics, Business Analysis, Analysis, Financial Analysis

Education
University of Florida   2005 — 2009
BSBA, Finance

Martin Robbins Martin Robbins Rochester, New York Details
Martin Robbins's First Command Financial Planning Experience September 2010 - Present
Job Financial Advisor at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning   September 2010 - Present
U.S. Army   May 2005 - June 2010

Skills
Risk Management, Series 7, Series 63, Retirement Planning, Asset Allocation, Mutual Funds, Wealth Management..., Wealth Management, Series 6, Series 65, Investments, Operational Planning, Leadership

Education
United States Military Academy at West Point   2001 — 2005
Bachelor of Science, Leadership and Management

Portsmouth High School   1997 — 2001
High School Diploma

Josie Flynn Josie Flynn Savannah, Georgia Area Details
Josie Flynn's First Command Financial Planning Experience May 2011 - Present
Job Administrative Assistant at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning   May 2011 - Present
Georgia Emergency Associates  May 2009 - January 2011
Barbara Treadwell, LLC   July 2001 - June 2009

Skills
Microsoft Office, Attention To Detail, Independent Thinker

Education
The University of Connecticut   1993 — 1997
Bachelor of Science, Exercise Science

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