Skip Navigation

First Command

Client Stories

There is no one we would trust more with our financial future than Kayley.

When we started working with Kayley Neri, we were both active-duty Marines. I'm now retired and my wife is still active. I for one was very skeptical about someone else controlling my money. It took a lot of convincing from my wife to get me to agree to sit down and meet with Kayley and set up a financial plan. It only took me five minutes of sitting in her office to see how genuine of a person she was and how much she truly cared about our future. We gave her a list of goals that we would like to pursue and a timeline and she went to work for us.

A few weeks later she was ready to present us with plan options. I still laugh to this day thinking about that meeting, because she first presented us with the numbers for the plan she had built to pursue our exact goals and the timeline we wanted. The numbers were not realistic at all, but she still built it for us. After the shock set in, she laughed a little and presented us with realistic plans that let us maintain our current lifestyle while still preparing for our future. It has been years since that first meeting with her and there is no one we would trust more with our financial future than Kayley.

– Gunnery Sgt. Herb Keaton, USMC (Ret.) & Mrs. Ashley Keaton


Profile photo for Kayley Neri

Kayley Neri

Financial Advisor

View Profile

This material contains a testimonial from a client of First Command Financial Services, Inc. and/or its affiliated entities (together “First Command”). The testimonial was provided by the client on a strictly voluntary basis. First Command has not paid any direct or indirect compensation to the client for the testimonial and is unaware of any other material conflicts of interest. The testimonial may not be representative of the experience of other First Command clients and is no guarantee of future performance or success.

Share This Story

Get Squared Away®

Let’s start with your financial plan.

Answer just a few simple questions and — If we determine that you can benefit from working with us — we’ll put you in touch with a First Command Advisor to create your personalized financial plan. There’s no obligation, and no cost for active duty military service members and their immediate families.