First Command District Advisor - Marco Contreras

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. Thats 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 values2.Providing them with a comprehensive, personalized plan for effectively pursuing their goals3.Encouraging and motivating them to adopt and consistently practice the productive financial behaviors necessary to successfully execute their plan4.Making strategic adjustments in their plan as their circumstances and goals evolve over timeI dont 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 CommandFirst 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 companys Mission of Coaching those who serve in their pursuit of financial security.

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”.

Robert Wilson joined First Command Financial Services as a Financial Advisor in June 2012, following six years in the United States Army, where he became a Sergeant Forward Observer. A graduate of Pennsylvania State University with a degree in marketing and management, Robert holds Series 7 and 66 securities licenses plus state life and health insurance licenses. Understanding that the single most powerful contributor to financial well-being is behavior, Robert works closely with his clients to develop personalized financial plans that reflect their values, address their priorities and support their goals. Each plan includes recommendations for specific financial products and services to support those goals. Through ongoing planning to address changes in one's financial and personal circumstances, Robert is ready to assist clients as they pursue their goals through a lifetime financial journey. In his free time, Robert enjoys working out and watching college football.