Leadership Team

President and CEO Mark Steffe brings more than three decades of experience in the financial services industry and a leadership style grounded in authenticity, clarity and service to First Command.

Mark joined the company as a senior vice president and chief of staff of advisor operations in 2010. In his subsequent roles as senior vice president, director of advisor operations for the Midwest Division and executive vice president, national director of advisor operations, Mark helped build strong, collaborative relationships between Advisors, company leaders and key support teams. His accomplishments and proven leadership led to his promotion to president in 2017 and expanded COO responsibilities in 2018.  

In early 2020, he was appointed CEO and led the company through the COVID-19 pandemic with poise, transparency, and care, prioritizing workforce stability and client continuity. Since then, Mark has ushered First Command through strategic transformation, reinforcing its mission while evolving its structure. He is proud of the organization’s growth, inclusive culture, and cross-functional collaboration.

Mark began his career in financial services in 1991, advancing through leadership roles in sales, strategy, operations, and advisor development. Raised in a working-class family, he carries deep respect for the values held by hard-working Americans, which fuels his devotion to supporting military families through financial empowerment.

Leading with integrity, Mark is a builder driven to set the tone for what’s possible. Under his leadership, First Command, through its subsidiaries, maintains more than $45.5 billion in managed accounts and mutual funds, with more than $70 billion in life insurance coverage in force. Additionally, First Command Bank holds more than $1 billion in total assets. He currently serves on the First Command Financial Services board, the First Command Bank board, and the board of the Financial Services Institute.

Mark graduated with high honors from the University of Illinois, earning a Bachelor of Science in Finance. He holds Series 7, 8, 23, 63 and 65 securities registrations and completed the Harvard University Advanced Management Program in 2015.

He lives in Texas with his wife and is the proud father of five children, cherishing every opportunity to make memories with them.

Chief Operating Officer Kellie Richter is an experienced-focused leader who drives First Command’s growth. She oversees technology, experience design, digital solutions, data, service, and operations to improve the experiences of clients and the workforce. Her strong understanding of the company’s mission, brand, reputation, and market position enables her teams to translate company strategies into real results that create value for our clients. Kellie joined First Command in 2016 as the chief marketing officer, bringing over 25 years of industry experience. Her work in strategic marketing and brand development in the military community led to her promotion in 2019 to chief marketing and client experience officer. She added experience design, client service, financial products, and digital solutions in this expanded role.

Previously, Kellie spent seven years as the chief marketing officer for Provasi Capital Partners, a Dallas-based investment company. She led their rebranding campaign and launched the firm’s first digital and thought leadership programs during this time. Before that, Kellie served as the senior vice president of marketing strategy at AIG Retirement (formerly VALIC) and AIG Annuity, where she led all aspects of the branding initiatives that transformed AIG VALIC into AIG Retirement. Her career in financial services began in 1990 at Ameriprise Financial Services, and she eventually became the company’s vice president of products and marketing.

Kellie is a graduate of the University of St. Thomas with a Master of Business Communications degree and St. Cloud State University with a Bachelor of Arts degree. She holds FINRA Series 7, 24 and 63 securities registrations, and she completed the prestigious Columbia Business School Chief Marketing Officer Program. She is a member of the American Marketing Association and the Financial Services Institute, where she supports its marketing, growth, and development efforts. Earning extensive recognition for her work, Kellie received the Stevie Award for Executive Woman of the Year in Financial Services and the American Express Chairman’s Award. She is also a finalist for the American Marketing Association’s 2016 CMO of the Year.

An active member in the local and military communities, Kellie has served on the board of United Way of Tarrant County, and continues to actively support Women United which works to improve the lives of women and girls in the community. She served on the board of the First Command Educational Foundation, which provides financial readiness programs and scholarships for service members, and The Board Connection, which prepares women for service on public boards.  Kellie coached clients of the Genesis Women’s Shelter in Dallas for job readiness, and she helps young marketing professionals develop their careers through Menttium, a global corporate mentoring organization.

Kellie and her husband, Bob, live in Fort Worth, Texas, and have two sons.

John Osarczuk is the Executive Vice President and National Director of Advisor Operations at First Command Financial Services. With a focus on company growth, John leads a Field Force of over 500 advisors toward accomplishing the company’s mission of coaching those who serve in their pursuit of financial security. As a member of the Executive Leadership Team, he guides the strategy, culture, and growth of the company.

John joined First Command Financial Services in 2004, starting as a Financial Advisor in Manhattan, Kansas. He held this position until 2013, when he was promoted to the role of District Advisor. In 2017, he served as the District Advisor of First Command’s office in Killeen, Texas, and held this position until he moved to the Home Office to assume the role of Chief of Staff. In 2019, John was promoted to the position of Director of Advisor Operations for the Northeast Division and served until he was promoted to his current position in 2021.

A graduate of the United States Air Force Academy with a Bachelor of Science degree in Human Factors Engineering, John served in the U.S. Air Force as a pilot for 10 years, attaining the rank of captain. In 1996, he received an MIS degree in Information Systems Technology from the University of Maryland University College. John worked in the manufacturing industry as both a product manager and new product development manager from 1996 to 2004.

John holds Series 6, 26, 63, and 65 securities licenses, plus state life and health insurance licenses. John and his spouse Teresa have two adult daughters – one is a nurse and the other is currently a teacher in Honduras. His pastimes include hunting, fishing, and shooting sports.

As Executive Vice President and Chief Financial Officer for First Command Financial Services, Sunday is responsible for establishing financial objectives aligned with the company's strategic plan. Sunday also evaluates financial performance with regard to long-term operational objectives and forecasts. As a member of the Executive Leadership Team, she guides company strategy and growth.

Sunday joined First Command in 2005 as a financial analyst. During her First Command career, she built and led the Financial Planning and Analytics function and held several progressive roles in Finance before being promoted to CFO in 2019. She also serves as the Treasurer on the Board of the First Command Education Foundation.

Sunday is a certified public accountant. She graduated from the University of Texas, Arlington, with a BBA in Accounting. Sunday then received her MBA from the University of Chicago Booth School of Business, where she serves as an Ambassador. Her studies focused on Economics and Finance, and she spent some time studying abroad in London and Hong Kong.

Sunday and her husband Chad live in Aledo, Texas. They have two children, Jude and Collier, and two dogs, Marley and Max.

Shawna Dover joined First Command Financial Services in August 2010, bringing more than 15 years of experience in Human Resources to her role.

As Senior Vice President of Human Resources and Leadership Development, Shawna is responsible for strategic leadership, employee experience, talent development, organization design and development, consulting, talent acquisition, human resources information systems and compensation and benefits. Shawna has previously held human resources positions in organizations across various industries including Lufthansa Services Group, Sky Chefs, Inc. and PricewaterhouseCoopers, LLC.

Shawna earned a Bachelor of Science degree in Human Resource Management from Western Governor’s University and completed the Advanced Human Resources Executive Program at the University of Michigan. She holds the Senior Professional in Human Resources designation through the Human Resources Certification Institute and has completed continuing education programs in leadership and organizational development through OD Network, as well as organizational change and strategy through Columbia Business School.

Shawna serves on the Human Resources Council of Financial Services Institute. She is a member of the Association for Talent Development and the Society for Human Resources Management. She is a certified facilitator in Team Emotional Intelligence through Ei World and Situational Leadership through the Center for Leadership Studies. She also holds a Group Benefits Associate designation through the International Foundation of Employee Benefit Plans.

A native Texan, Shawna enjoys spending time with her husband, Curt, their daughters, Jolie and Alyson, and their pets, a lab named Bella and their cat, Wyatt.

As the Senior Vice President, Chief Legal Officer and Corporate Secretary for First Command Financial Services, Eric serves as an essential member of the Executive Leadership Team overseeing the following teams under the Legal and Compliance Department: Legal, Compliance, Internal Audit, Enterprise Risk Management, Supervision and Surveillance. He is also responsible for supporting the First Command Board of Directors, including its Risk Management Committee and the Joint Audit and Risk Management Committee. Eric helps inform First Command’s government relations strategy by serving as the treasurer of First Command’s Political Action Committee. Eric leads the Legal and Compliance Department’s operational goals and budgeting process, and he oversees and supports all litigation, regulatory examinations, employment and commercial disputes, and issues involving Financial Advisors. 

Eric’s collaborative approach to counseling business partners has made him an integral part of the executive team. With an ever-changing regulatory environment and the need to find practical solutions to complex business and regulatory matters, his mantra is, “Let’s find ways to get to YES!” 

Prior to joining First Command, Eric practiced at the global law firm, Bryan Cave Leighton Paisner LLP. His practice focused on investment adviser and broker-dealer litigation, regulatory enforcement, internal investigations, and securities compliance matters. He represented broker-dealers, investment advisers, insurance companies, financial technology firms, and other market participants in complex, high stakes securities litigation, arbitration, examinations, investigations and enforcement proceedings involving the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority, and state securities agencies. 

Prior to joining Bryan Cave, Eric served as a senior legal executive at Avantax, a diversified wealth management company, for eight years. And before relocating to the Dallas-Fort Worth metroplex, Eric started his career as an assistant district attorney in New York City, where he investigated and prosecuted white-collar criminal cases. 

Eric earned his juris doctor from the Benjamin N. Cardozo School of Law, Yeshiva University in New York City and his undergraduate degree from The University of Vermont. He is a member of Phi Beta Kappa. 

In his free time, Eric enjoys coaching his son’s basketball and ice hockey teams, and watching his daughter excel in gymnastics and soccer. He escapes to Colorado with his family to go fly fishing during the summer, and to ski and snowboard in the winter.