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Sarah K
Series 63, Series 65
Hinesville, GA
First Command Advisory Services
Sarah Kim is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining First Command, she worked in retail at Victoria's Secret & Co. and served in the Oklahoma National Guard for eight years. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs using prescreened model portfolios and third-party managers selected by a centralized Investment Management Team.
Stephanie A
Series 63, Series 65
Montgomery, AL
First Command Advisory Services
Stephanie Ames is a financial advisor at First Command Advisory Services with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James & Associates and multiple First Command entities. Ames also operated Stephanie Ames Financial Coaching in 2019. First Command Advisory Services, Inc. serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed by a centralized Investment Management Team using a range of mutual funds, ETFs, and third-party managers.
Daniel B
Series 63, Series 66
Fort Worth, TX
First Command Advisory Services
Daniel Brown is a financial advisor at First Command Advisory Services with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. from 2017 to 2025. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios and third-party managers.
Ashley D
CFP®, ChFC®, Series 63, Series 65
Town & Country, MO
First Command Advisory Services
Ashley Durbin is a CFP® and ChFC® with 18 years of industry experience. She has worked at First Command Advisory Services since 2015 and previously held roles at Stifel and First Command’s various affiliated entities. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs utilizing model portfolios managed by an internal Investment Management Team.
Marcus H
Series 63, Series 65
Woodbridge, VA
First Command Advisory Services
Marcus Harrison Sr. is a financial advisor at First Command Advisory Services with one year of industry experience. Prior to joining First Command, he served in various roles including positions at Research Innovations Inc. and several military training and operational centers. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.
Devin S
Series 66
Aurora, CO
First Command Advisory Services
Devin Statham is a financial advisor with First Command Advisory Services in Aurora, Colorado. He holds a Series 66 designation and has seven years of industry experience, including 25 years of prior service in the United States Air Force. He is the owner of Collaborative Works LLC, an investment-related business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Andrew A
Series 65, Series 63
Jacksonville, NC
First Command Advisory Services
Andrew Alves is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 65 and Series 63 licenses and previously served five years in the U.S. Marine Corps. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, managed by a centralized Investment Management Team and Wealth Portfolio Managers who select portfolios and third-party managers from prescreened lists.
Maecyn L
Series 66
Fairfield, CA
First Command Advisory Services
Maecyn Larson is a financial advisor with First Command Advisory Services holding a Series 66 credential and six years of industry experience. Larson has worked at multiple affiliated First Command entities since 2019 and serves as an E-8 Reservist in the U.S. Navy Reserve, where he supervises junior enlisted sailors. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.
Lincoln M
Series 63, Series 65
San Diego, CA
First Command Advisory Services
Lincoln Muriithi is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln and Associates Capital LLC and Kozminski University. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios and third-party managers selected by a centralized Investment Management Team.
Jason G
Series 66
Manhattan, KS
First Command Advisory Services
Jason Gurney is a financial advisor with First Command Advisory Services in Manhattan, KS, holding a Series 66 designation and eight years of industry experience. He has worked with various entities within the First Command organization since 2018 and concurrently serves in the United States Army. Outside of his advisory role, he is a shareholder in Prairie Fire Advisors, Inc. and serves as Treasurer for the Kansas State Archery Association. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.
Peter C
Series 63, Series 65
Fairfax, VA
First Command Advisory Services
Peter Cabezas is a financial advisor with First Command Advisory Services in Fairfax, VA, holding Series 63 and Series 65 designations and two years of industry experience. Prior to his current role, he served in multiple capacities within the United States Army from 2016 to 2024. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, using a centralized Investment Management Team to select and manage portfolios.
James P
Series 63, Series 65
Belville, NC
First Command Advisory Services
James Putnam is a financial advisor with First Command Advisory Services in Cary, NC, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has been with First Command Advisory Services since 2015 and has a longer affiliation with First Command Financial Services and First Command Financial Planning dating back to 2007. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors preapproved managers and model portfolios.
George R
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
George Robinson is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior experience includes roles at Nationwide Securities, Inc., Nationwide Financial Network, LPL Financial, and First Command Brokerage Services. Outside of financial advising, he owns and operates Shadowbox Photo Booth, a photo booth rental business. First Command Advisory Services serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select from prescreened managers and model portfolios.
Jeremy G
Series 63, Series 65
Fairfax, VA
First Command Advisory Services
Jeremy Goodwin is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. He began his advisory career in 2025 after 25 years of service in the United States Air Force. Outside of his advisory role, he serves as chairman of Ten Ten Life, a nonprofit focused on promoting healing and resilience for military personnel, veterans, and first responders through trauma-informed counseling. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized investment team and wealth portfolio managers.
Rachel H
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Rachel Hallowell is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. She has worked primarily within various First Command entities since 1999, with brief tenures at Murdock Banner Financial Group and Cetera Advisors LLC. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios managed centrally by an Investment Management Team and Wealth Portfolio Managers.
Scott H
Series 63, Series 65
Memphis, TN
First Command Advisory Services
Scott Heevner is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at First Command Insurance Services, Princor Financial Services Corp, and Principal Life Insurance Company. He is also a member of Heevner Wealth Management, an independent wealth management business he owns. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that constructs and monitors model portfolios using mutual funds, ETFs, and third-party managers.
Durukhshan E
Series 63, Series 65
Fairfax, VA
First Command Advisory Services
Durukhshan Esmati is a financial advisor with First Command Advisory Services in Fairfax, VA, holding the Series 63 and Series 65 credentials and one year of industry experience. Prior to joining First Command, Esmati worked at Economist Impact and The Economist Intelligence Unit in roles related to economic research and policy analysis. First Command Advisory Services serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and a range of wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a disciplined, model-based approach.
Scottie C
Series 63, Series 65
Richmond Hill, GA
First Command Advisory Services
Scottie Custer is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining First Command, he served eight years with the U.S. Army. He is also the owner of Custer Last Stand Consulting LLC, a consulting firm based in Richmond Hill, GA. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers.
Jae Yung L
Series 65, Series 63
Lakewood, WA
First Command Advisory Services
Jae Yung Lee is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses. Prior to beginning his advisory career, he served in the US Army for 22 years. His most recent roles have all been with entities affiliated with First Command. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios and third-party managers selected by a centralized Investment Management Team.
Lucas D
Series 63, Series 65
Fairfield, CA
First Command Advisory Services
Lucas Desautels is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining First Command, he worked at Family First Life and Advenire Wealth, and he serves as a volunteer firefighter with the Friberg Cooper Volunteer Fire Department. He also holds a board position as charitable treasurer with the Sheppard Spouses Club. First Command Advisory Services is an SEC-registered adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs, managing client portfolios through a centralized investment team and wealth portfolio managers.
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