You could tell she genuinely cared and wanted to help us.

I have been with First Command since 2017 and have had three different advisors. When moving to England, I was in the middle of adding my husband to the account and I was nervous about transferring things to a new advisor. Furthermore, I was unsure what a new advisor would be like. I went to an event on base that First Command was at and I ran into Jane. I immediately shared that I'm already with First Command. She was friendly and helpful from that first interaction. She asked how long I had been there and set up a meeting with me to get everything transferred over.

Every meeting we had, she explained any changes and shared all suggestions she felt would be in my husband and I’s best interests. You could tell she genuinely cared and wanted to help us. She wasn't there just to get a paycheck. She was there to make sure our accounts were in alignment with our goals, and that we were making informed decisions. Our meetings always lasted longer than they were scheduled to be simply because the three of us were able to laugh and joke with one another. She was open to hearing every question my husband asked and trust me ... he asked a of questions.

Throughout the COVID-19 pandemic and into PCSing, she never lost contact with us. She sent messages and met with us virtually to make sure nothing skipped a beat. Once we got to San Antonio, we held onto her as long as we could and were reluctant to get a new advisor because we thought nobody would look out for us like she did. It took a while for us to get in contact with an advisor in the area. But Jane continued working with us to make sure things didn't slip through the cracks and worked through her network to get us connected with an advisor. While we were sad to move on, we are both very thankful to have had Jane, not only as an advisor through First Command but as a friend in our military journey as well.

– Jessica Rohrig

Advisor

Jane Pettit-Castor

Financial Advisor

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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