First Command Financial Advisor - Dan Ferris

First Command's Financial Advisors in Lexington, MA are committed to serving our Nation's military families in their pursuit of financial security. Keeping you financially squared away wherever life takes you.

Kristina Patt joined First Command Financial Services as a Financial Advisor in April 2018, following a 8-year career in the United States Army, where she attained the rank of Captain. Kristina 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 United States Military Academy with a Bachelor's degree in American Legal Systems, Kristina holds Series 7 and Series 66 securities licenses plus life and health insurance licenses in MA, NH, RI, CT, CA, NY, ME, MD, DE, VA, FL, NJ, OH, and D.C. Understanding that the biggest obstacle to financial security for most people is their own behavior, Kristina 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. Kristina 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, Kristina enjoys listening to music, spending time with friends, and working out. First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company's Mission of "Coaching those who serve in their pursuit of financial security."

Specializing in comprehensive wealth management, with an emphasis on providing outstanding client service, full transparency and maximizing cost control.