Clarksville, TN Jefferson St Office

Claudia Allen is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and two years of industry experience. Her background includes roles with First Command Insurance Services and First Command Brokerage Services, as well as military-related positions with the 2 Brigade 1-75 Cavalry and at military medical and entrance processing facilities. 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 using a prescreened selection of mutual funds, ETFs, and third-party managers.

Robert Stevens is a financial advisor with First Command Advisory Services in Clarksville, TN. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining First Command, Stevens served in the U.S. Army for nine years. 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 and third-party managers selected by a centralized Investment Management Team.

Jason Schwartz is a financial advisor with First Command Advisory Services in Clarksville, Tennessee, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with First Command since 2015 and also serves as an adjunct professor at Austin Peay State University, teaching human resources in health care. Additionally, he is the treasurer for the Referee Association of Military Service Members and CEO of Schwartz and Associates. 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 provides financial planning and multiple wrap-fee asset management programs through a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor approved model portfolios and third-party managers.

Gary North is a financial advisor at First Command Advisory Services with seven years of industry experience. He holds a Series 66 designation and has worked at various entities within the First Command organization since 2018. In addition to his advisory role, he has been affiliated with Nestle Purina PetCare for over 20 years. 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 that utilize model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.

Alexander Weaver is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses. He has one year of industry experience and previously served five years in the United States Navy. 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 a range of wrap-fee asset management programs, using model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Matthew Childers is a financial advisor with First Command Advisory Services, holding a Series 66 designation and five years of industry experience. Prior to his advisory career, he served nine years in the United States Army. 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, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who design and monitor model portfolios using a prescreened selection of third-party managers.

Terence Clay is a financial advisor with First Command Advisory Services, holding a Series 66 designation and five years of industry experience. He served in the United States Army for 30 years before joining First Command in 2019. Outside of his advisory role, he owns a rental property in Georgia. First Command Advisory Services is an SEC-registered firm 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, emphasizing centralized portfolio management and employee ownership.

Daniel Kleinmeyer is a financial advisor with First Command Advisory Services in Clarksville, Tennessee, holding Series 63 and Series 65 registrations and three years of industry experience. His prior experience includes roles at U.S. Bancorp Investments and Bank of America. Outside of advising, he serves as president of the NEHS Volleyball Booster Club, where he is involved in fundraising and event coordination. First Command Advisory Services is an SEC-registered investment adviser serving individual, corporate, and charitable clients, with a special 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 manage model portfolios and third-party managers.

Shea Galvez Durian is a Series 66 licensed financial advisor with five years of industry experience. She is currently with First Command Advisory Services, where she has worked since 2022. Prior to this, Durian held various roles including positions at the Cal Poly Pomona Department of Engineering and Boeing Co. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a notable 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 manage portfolio construction and ongoing implementation.

Katrina Guerrero is a financial advisor with First Command Advisory Services holding a Series 66 designation and six years of industry experience. Her work history includes roles at various First Command entities since 2020 and involvement with Church With U from 2017 to 2021. 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 centrally by an Investment Management Team and Wealth Portfolio Managers.