First Command Financial Advisor - Jeffrey Casto

As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that the biggest obstacle to financial security for most people is their own behavior. That’s why I seek to form trusting, long term relationships with clients, serving as their personal financial coach by: 1. Helping them set specific and meaningful goals that are aligned with their values 2. Providing them with a comprehensive, personalized plan for effectively pursuing their goals 3. Encouraging and motivating them to adopt and consistently practice the productive financial behaviors necessary to successfully execute their plan 4. Making strategic adjustments in their plan as their circumstances and goals evolve over time I don’t believe in shortcuts to financial security. I advocate time-tested financial principles including prudent and responsible debt management, disciplined saving and investing and a thoughtful insurance strategy for managing financial risk. And as an Investment Advisor Representative (IAR), I am held to a fiduciary standard, required in all cases to act in the clients’ best interests. About First Command First Command was founded in 1958 by a retired Air Force officer intent on improving the financial well-being of service members and their families. Today, more than 500 First Command Financial Advisors across the country and abroad are committed to fulfilling the company’s Mission of “Coaching those who serve in their pursuit of financial security”.

Lisa Mullinax joined First Command Financial Services as a Financial Advisor in April 2022, following a 31-year career in the United States Kansas ARNG/USAR, where she attained the rank of Colonel. Lisa 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. Lisa has a Bachelor’s degree in Graphic Design from Kansas State University and a Master’s degree in Environmental Planning and Management from Kansas State University. She holds Series Series 66 securities licenses plus life and health insurance licenses in Kansas. Understanding that the biggest obstacle to financial security for most people is their own behavior, Lisa serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. Her thorough knowledge of military pay and benefits enables her 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. Lisa 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 her free time, Lisa enjoys working out. Active in her community, Lisa is a member of American Paint Horse Association. 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.”

Jason Gurney joined First Command Financial Services as a Financial Advisor in April 2019, following a 22-year career in the United States Army, where he attained the rank of First Sergeant. Jason 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. A graduate of Central Texas College with an Associate’s degree in Applied Science, Jason holds Series 7 and 66 securities licenses plus life and health insurance licenses in Kansas, Texas and Massachusetts. Understanding that the biggest obstacle to financial security for most people is their own behavior, Jason serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. He advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Jason 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. Active in his community, Jason is a member of National Field Archery Association, affiliated with the Kansas State Archery Association and a lifetime member for Veterans of Foreign Wars. In his free time, Jason enjoys spending time with family, spending time with friends, and working out. 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.”