I would follow my First Command Advisor to the end of the earth. She’s taught me so much.

My First Command Financial Advisor, Katie Waters, has been nothing short of amazing. When I began working with her, I was distrustful and uncomfortable. She sensed that and did everything in her power to help me overcome my fears and reservations, starting at ground zero and patiently allowing me to learn and grow at my own pace.

Katie told me that I was doing nearly everything right, but that my conservative approach to saving and investing was not keeping up with inflation. She made specific recommendations for how I could address that concern, but troubled by bad experiences from my past, I was afraid of losing my money. Ultimately, though, my faith in Katie helped me overcome those fears and we began implementing her recommendations one at a time.

Through the saving and investment strategies Katie recommended, I became more financially disciplined. We don’t know what we don’t know, but this experience taught me that I needed Katie’s professional approach to teach me how to better manage my financial life. I would follow Katie to the end of the earth. She’s taught me so much.

– Denise Allen-Clark

Advisor

Katie Waters

Associate Director, Advisor Operations

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.

GET STARTED