About Us
As a Registered Investment Adviser firm, First Command Financial Planning, Inc., develops and delivers comprehensive financial services to assist American families in their efforts to build wealth, reduce debt and pursue their lifetime financial goals and dreams.
Through a combination of independent advice and personalized financial plans encouraging consistent investing, carefully selected insurance and adequate savings, First Command has a rich history of establishing lasting relationships with hundreds of thousands of client families since 1958.
Proven Leadership
First Command Financial Planning draws its strength from its leadership team, comprised of talented professionals with years of financial industry and client relationship experience.
James N. Lanier
Chairman of the Board
J. Scott Spiker
Chief Executive Officer
Martin Durbin
President and Chief Operating Officer
Mike Wheeler
Executive Vice President and Chief Advisor Officer
Michael Morrison
Executive Vice President and Chief Financial Officer
John Quinones
Executive Vice President and Chief Information Officer, Strategic Business Operations
Hugh Simpson
Executive Vice President and Chief Legal Officer
David White
President, First Command Bank
First Command
Financial Services
at a Glance
- Established 1958
- Over 292,458 client families*
- $18.6 billion in managed assets*
- $52.2 billion in-force insurance policies*
- $573 million in banking assets*
*As of June 2007
- Are You . . .
Quick Links
Office Locator
Command Center
© 2006 First Command Financial Services, Inc.,
parent of First Command Financial Planning, Inc. (Member SIPC) and First Command Bank (member FDIC and Equal Housing Lender) | Privacy Policy | Description of Services | Business Recovery Notice
In certain states, as required by law, First Command Financial Services, Inc. does business as a separate, domestic corporation, and does business in California as “First Command Insurance Services.”
Insurance products and services are offered by First Command Financial Services, Inc. Securities, annuities, tax-preparation services and financial planning services are offered by First Command Financial Planning Inc. Banking and trust services are offered by First Command Bank. Securities products are not FDIC insured, have no bank guarantee and may lose value.
First Command Educational Foundation is a non-profit 501(c)3 organization independent from any other First Command entity.
A financial plan, by itself, cannot assure that retirement or other financial goals will be met.
