First Command Financial Advisor - Bob Jorgensen

George Harris joined First Command Financial Services as a Financial Advisor in January 2015, following a 32-year career in the United States Army, where he attained the rank of Major General. During his time in the military, George served as an Assistant Deputy to the Assistant Secretary of the Army for Acquisitions, Logistics and Technology at the Pentagon. George understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. George has a Bachelor’s degree in Mathematics, from the United States Military Academy and a Master’s degree in Business Administration in Comptrollership from Syracuse University and the Army War College with a Master's of Strategic Studies degree. He holds Series 6, 63, 65 and 26 securities licenses plus life and health insurance licenses in Alaska, Alabama, Arizona, Arkansas, California, Colorado, Florida, Hawaii, Indiana, Iowa, Kansas, Louisiana, Maryland, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin. George is committed to coaching clients to pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves. Active in his community, George is a member of the Knights of Columbus, Veterans of Foreign Wars, the Association of the United States Army and the Leavenworth Investors Club; and in his free time, he enjoys spending time with his family, grandkids and watching the local area sports teams.

Daniel Lawrence joined First Command Financial Services as a Financial Advisor in January 2021, following a 24-year career in the United States Army, where he attained the rank of Major. Daniel understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. Daniel has a Bachelor’s degree in Psychology from the University of Delaware and a Master’s degree in Business Administration from Central Michigan University. He holds Series 7 & 66 securities licenses plus life and health insurance licenses in Kansas & Missouri. Understanding that the biggest obstacle to financial security for most people is their own behavior, Daniel serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. His thorough knowledge of military pay and benefits enables him to advise clients on how to navigate the Blended Retirement System, properly allocate their contributions to the Thrift Savings Plan (TSP) and take full advantage of other benefits. Daniel will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals. In his free time, Daniel enjoys martial arts and traveling. First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”

Curt Ross joined First Command Financial Services as a Financial Advisor in May 2005, following a 26-year career in the United States Air Force. There, he attained the rank of Colonel and served as a squadron and group commander as well as a vice wing commander, piloting C-130, MC-130, C-27, CT-43, C-21, UH-1 and C-9 aircrafts. As the deputy director of operations for the U.S. Transportation Command during September 11, 2001, Curt was responsible for the deployment of all U.S. and Allied Forces to Afghanistan and Iraq. He oversaw the execution of the largest deployment in history with annual expenditures of over $9 billion on commercial airlift. As a special operations pilot, he led the invasion of Panama in 1989. A graduate of Indiana University with a bachelor's degree in history, and Webster University with a master's degree in business management, Curt holds Series 6, 63 and 65 securities licenses plus state life, health and property and casualty insurance licenses. He is a member of the Financial Planning Association. As a First Command Financial Advisor, Curt is committed to helping his clients pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves. Having witnessed the financial difficulties resulting from the loss of a family member, Curt is committed to helping others prepare thoughtfully for the financial well-being of their loved ones. Curt is married with five children. He enjoys working on his 500-acre farm and spending time with his family.