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Russell C

CFP®, Series 63, Series 65

Virginia Beach, VA

First Command Advisory Services

Russell Clarke is a CFP® professional with 29 years of experience in the financial services industry. He has been with First Command Advisory Services since 2015 and has worked at affiliated First Command entities since 1996. Outside of his advisory role, he serves as comptroller for Hope Lutheran Church in Virginia Beach, where he tracks financial expenditures and income. 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, using a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Michele M

Series 66

Virginia Beach, VA

First Command Advisory Services

Michele Munson is a financial advisor with First Command Advisory Services in Virginia Beach, VA, holding a Series 66 designation and seven years of industry experience. She has been with First Command and its affiliated entities since 2019. Prior to that, her work experience includes positions at H&R Block, Total Wine and More, and the Department of Defense Education Activity. 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 various wrap-fee asset management programs using model portfolios overseen by a centralized investment management team.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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William K

Series 63, Series 65

Virginia Beach, VA

First Command Advisory Services

William Kenney III is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses and has two years of industry experience. He has worked within various divisions of First Command since 2023 and serves concurrently in the U.S. Navy, where he has been active since 2001. 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 centrally by an Investment Management Team and Wealth Portfolio Managers who select from preapproved managers and model portfolios.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Robert S

Series 63, Series 65

Virginia Beach, VA

First Command Advisory Services

Robert Silva is a financial advisor with First Command Advisory Services in Virginia Beach, VA, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with First Command Advisory Services since 2015 and has also worked with affiliated First Command entities since 2014. 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 and Wealth Portfolio Managers to select and monitor model portfolios from approved funds and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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James W

Series 63, Series 65

Virginia Beach, VA

First Command Advisory Services

James West is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mercedes-Benz Stadium and Seneca Buffalo Creek Casino. 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 managed by a centralized Investment Management Team.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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George B

CFP®, Series 63, Series 65

Virginia Beach, VA

First Command Advisory Services

George Benish Jr. is a CFP® professional with 33 years of industry experience, currently serving at First Command Advisory Services since 2015. He has been associated with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 1993. First Command Advisory Services, Inc. is an SEC-registered investment adviser focused on individuals, corporate and charitable clients, with an emphasis 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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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