I will forever be grateful for the sense of peace that his presence brought during that time.

Our account was assigned to David Trammell about four years ago. As long-term First Command clients we were already happy, but the level of engagement from David took it to the next level. He has truly been a great partner. Not only has he helped guide us on our existing and new accounts, but he has consistently gone above and beyond to ensure that we know all the available options when financial opportunities are presented to us. 

For example, he spent the time to consult on employee stock options so that my investment was properly aligned with the existing goals he helped us establish with First Command. In addition, he was invaluable when my father passed away. He stepped in once again to help facilitate transfers and attended meetings with my father’s advisor so that nothing slipped through the cracks. I will forever be grateful for the sense of peace that his presence brought during that time. Other family members were impressed by his professionalism and genuine desire to help which prompted them to become clients of his as well.

– Tracy Castleman

Advisor

David Trammell

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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