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Beth L
Series 66
Fort Worth, TX
First Command Advisory Services
Beth Le Crone is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 license and having 10 years of industry experience. She has worked with First Command Advisory Services and First Command Insurance Services since 2016 and is also affiliated with the University of Maryland University College Europe. 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 provides financial planning and multiple wrap-fee asset management programs using model portfolios and third-party managers selected by a centralized Investment Management Team.
Jennifer C
Series 65, Series 63
Annapolis, MD
First Command Advisory Services
Jennifer Collin is a financial advisor at First Command Advisory Services with one year of industry experience. Her prior roles include service at the US Naval Academy and various US Navy research and drug screening laboratories. She also acts as a distributor for Hotels Etc memberships. 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 through a centralized Investment Management Team and Wealth Portfolio Managers.
Ross N
Series 63, Series 65
Enterprise, AL
First Command Advisory Services
Ross Nelson is a financial advisor at First Command Advisory Services with one year of industry experience. He holds the Series 63 and Series 65 designations and previously served 30 years in the United States Army. Nelson also has experience in mortgage lending with Liberty Home Mortgage. 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 provides financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios and select third-party managers.
Mark T
Series 66
Huntington, IN
First Command Advisory Services
Mark Tipmongkol is a financial advisor with First Command Advisory Services, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at NewBridge Partners as a Senior Systems Engineer, developing technical documentation for advanced space systems. 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 through a centralized Investment Management Team and Wealth Portfolio Managers.
Jason C
Series 65, Series 63
Beavercreek, OH
First Command Advisory Services
Jason Carey is a financial advisor at First Command Advisory Services with three years of industry experience. He holds Series 65 and Series 63 licenses and served in the United States Air Force for 20 years prior to his current role. 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 selects model portfolios and third-party managers from approved lists.
Kameron S
Series 65, Series 63
Indian Harbour Beach, FL
First Command Advisory Services
Kameron Snow is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining First Command, he held roles at MTR Ventures LLC and Smart Home Pros Inc. 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 centrally by an Investment Management Team and Wealth Portfolio Managers.
Charles R
Series 66
Fort Worth, TX
First Command Advisory Services
Charles Rymer is a financial advisor with First Command Advisory Services, holding the Series 66 designation and five years of industry experience. He has served in various roles within First Command since 2020 and is also an Air Force Civil Engineer Officer in the United States Air Force Reserve. 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 Investment Management Team and Wealth Portfolio Managers who select and monitor model portfolios and third-party managers.
Matthew C
Series 66
Fort Worth, TX
First Command Advisory Services
Matthew Conner is a financial advisor at First Command Advisory Services with six years of industry experience. He holds a Series 66 designation and previously worked for the US Department of Defense from 2012 to 2019. 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 featuring model portfolios managed by a centralized Investment Management Team.
Ellwood T
Series 66
Beavercreek, OH
First Command Advisory Services
Ellwood Tegtmeier is a financial advisor at First Command Advisory Services with four years of industry experience. He holds the Series 66 designation and served in the U.S. Air Force for 30 years before joining First Command. 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 wrap-fee asset management programs using model portfolios constructed and managed by a centralized Investment Management Team.
Sarah H
Series 63, Series 65
Beaufort, SC
First Command Advisory Services
Sarah Hargis is a financial advisor with First Command Advisory Services in Beaufort, SC, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining First Command, she worked in various educational and tutoring roles and currently provides neighborhood tutoring in math and reading for K-12 students. She is also the owner of Daymarker Consulting LLC, which is used for managing her financial advisory business operations. 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 utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.
Robert C
Series 65, Series 63
Carrollton, TX
First Command Advisory Services
Robert Christiansen Jr. is a financial advisor with First Command Advisory Services in Carrollton, Texas. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to his financial advisory career, he served 26 years in the United States Air Force. Outside of advising, he operates a retail comic book business from his residence. 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, utilizing a centralized Investment Management Team to select and manage model portfolios through discretionary authority granted by clients.
Kelsey S
Series 66
Newport News, VA
First Command Advisory Services
Kelsey Segawa is a financial advisor at First Command Advisory Services with four years of industry experience. Prior to joining the firm, Segawa served in the United States Air Force for four years and has held roles at First Command Insurance Services and First Command Brokerage Services. 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 multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.
Brian S
Series 63, Series 65
Spokane, WA
First Command Advisory Services
Brian Sherwood is a financial advisor with First Command Advisory Services in Spokane, WA. He holds Series 63 and Series 65 licenses and has recently transitioned from a six-year military career in the US Navy to financial advising. Prior to his military service, he worked in education and food service. 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 multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers who select model portfolios and third-party managers from approved lists.
William W
Series 63, Series 65
Orlando, FL
First Command Advisory Services
William Wilson is a financial advisor with First Command Advisory Services in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been affiliated with First Command Advisory Services and its related entities since 2010. Wilson is also the owner of William C Wilson & Associates, LLC, which operates as a DBA for his independent contractor activities. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, 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 featuring model portfolios, managed by a centralized Investment Management Team and Wealth Portfolio Managers who select from prescreened third-party managers.
Kari D
Series 66
Fort Worth, TX
First Command Advisory Services
Kari Doorn is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, Kari partners with clients to align their investments with their defined financial goals, focusing on building trust and lasting relationships to support clients throughout their financial journey. Prior to joining Fidelity Investments, Kari served as a Vice President Financial Consultant at Charles Schwab from 2015 to 2023. This experience provided Kari with extensive expertise in financial consulting and client relationship management. Outside of work, Kari has personal interests that include cooking and baking, playing musical instruments, engaging in outdoor adventures, reading, snowboarding, and traveling.
David L
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
David Larsen is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has less than one year of industry experience. Prior to joining First Command, Larsen served in the U.S. Army from 2019 to 2023 and has held various roles outside the financial sector. 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 provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to select and manage portfolios on behalf of clients.
Wade M
Series 66
Lawton, OK
First Command Advisory Services
Wade Myatt is a financial advisor at First Command Advisory Services with three years of industry experience. He holds the Series 66 designation and has prior work history with MSC Industrial Supply Co and Super Supplements. 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 manage model portfolios and third-party managers.
Matthew R
Series 65, Series 63
Pensacola, FL
First Command Advisory Services
Matthew Reed is a financial advisor with First Command Advisory Services in Pensacola, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining First Command, he served six years in the United States Navy. 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 by an internal Investment Management Team and Wealth Portfolio Managers.
Vanessa C
Series 63, Series 65
Stafford, VA
First Command Advisory Services
Vanessa Chambers is a financial advisor with First Command Advisory Services in Stafford, VA, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with First Command and its affiliated entities since 2015. Chambers serves as a board member for DonateStock Charitable, overseeing business operations and governance. 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 a range of wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage portfolios through disciplined selection of mutual funds, ETFs, and third-party managers.
Benjamin L
CFP®, Series 66
Alexandria, VA
First Command Advisory Services
Benjamin Lievestro is a CFP® with 17 years of industry experience, currently advising clients at First Command Advisory Services since 2015. He has been associated with the First Command affiliated entities since 2010. He is also the owner of Benjamin Lievestro, LLC, which exclusively manages his First Command-related business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a longstanding 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 with a discretionary approach.
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