Colorado Springs, CO Telstar Drive Office

Jonathan Holmes is a financial advisor at USAA Investment Services Company with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. He is based in Colorado Springs, CO. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers and advisers rather than managing client assets directly.

Malia Tanaka is a financial advisor with USAA Investment Services Company in Colorado Springs, CO, holding Series 63 and Series 65 credentials and 15 years of industry experience. Her prior roles include positions at T. Rowe Price Advisory Services and multiple USAA-affiliated entities. Outside of her advisory work, she coaches clients through Optavia and provides pet care services via Rover.com. USAA Investment Services Company offers retirement-focused advice and referral services primarily to USAA members and individual investors, emphasizing retirement savings, asset allocation, and income planning through phone and digital channels. The firm operates mainly as a referral intermediary and does not manage client accounts or charge percentage-of-assets fees.

Karen Henderson is a financial advisor at USAA Investment Services Company with five years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has worked within various USAA-affiliated entities since 2014. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public, emphasizing retirement income planning and referring clients to Charles Schwab for investment products and account services.

Terry Byrum is a financial advisor with USAA Investment Services Company in Colorado Springs, CO, holding a Series 66 designation and 18 years of industry experience. He has worked within various USAA entities since 2010, including USAA Life Insurance Company and USAA Financial Planning Services. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members, delivering a Retirement Income Strategy Report and referring clients to Charles Schwab for investment products and account services. The firm operates as a referral and retirement-advice intermediary rather than a portfolio manager.

Michael Fritzsche is a CFP® professional with eight years of experience in financial services, currently with USAA Investment Services Company in Colorado Springs, CO. He has held various roles within USAA-affiliated firms since 2013, including USAA Life Insurance Company and USAA Financial Advisors Inc. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm specializes in retirement income planning and facilitates referrals to third-party broker-dealers and advisers rather than managing client assets directly.

Anthony Garcia is a financial advisor with USAA Investment Services Company in Colorado Springs, CO, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has been with USAA Investment Services Company since 2022 and has worked with various USAA affiliates since 2013. Outside of his advisory role, he is involved in pediatric home care and community activities for his special needs children as a parent CNA and family care provider. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors, delivering Retirement Income Strategy Reports and facilitating referrals rather than managing client assets directly.