Overall, we have had a blast working with him and learning about the financial realm along the way.
Joe is a rare human being who makes you feel better simply because you know him.
We absolutely LOVE Joe. He has the capacity to read personalities and soothe 40+ year tensions re: money with a rare manner that is genuine and kind. We have very little trust in systems and have been betrayed more times than we can count by people in positions that promised to be honest and worthy. Open wounds have bled all over Joe more than once in tearful, sometimes panicked, conversations. Vulnerability was met with compassion, patience and facts that clarified misinformation. We have never been treated as if we are stupid or irresponsible.
When Joe told us of his transfer to another region it was as if a lifeline had been yanked. Amid having absolutely no time to manage a move, organize things in the office he was leaving and take over where he was going, Joe took the time over Easter weekend to call us and personally break the news. It was not a short phone conversation as we literally ran through multiple options to retain his services. That was, in the moment, not feasible. But within days a plan to remain his clients was offered. That is the act of a great man. A man who sees the person vs simply the portfolio.
Joe is a rare human being who makes you feel better simply because you know him. He is superb at his job which is only a small percent about “money” and a much larger percent about knowing someone has your back. He is trustworthy. Joe is also a skilled teacher re: financial planning and how to treat other people. We are honored to know him.
– Col. Jeffrey Olinger, USAF (Ret.) & Mrs. Nancy Prottengeier-Olinger
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.
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You constantly helped us put things into perspective and prepared us for the future.