First Command Financial Advisor - Scott Rehm

Karen Loomis joined First Command Financial Services as a Financial Advisor in February 2022. She previously worked for 17 years as Chief of Operations Europe DISA at Department of Defense.A graduate of Western International University with a Bachelors degree in Accounting , Karen holds Series 7, 66 and Securities Industry Essentialssecurities licenses plus life and health insurance licenses in OH, MI, IN, AZ.Understanding that the biggest obstacle to financial security for most people is their own behavior, Karen serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. She advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Karen 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, Karen enjoys bike riding, cooking, and reading.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 companys Mission of Coaching those who serve in their pursuit of financial security.

Edward Jones - Financial Advisor: David C Cunningham, CFP | AAMS | ADPA, located in Columbus, OH, offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-lasting relationships, David Cunningham combines his expertise as a Certified Financial Planner and an Accredited Asset Management Specialist to provide tailored investment strategies and comprehensive financial advice. Whether you are planning for retirement, saving for education, or managing your assets, David and his team are dedicated to guiding you every step of the way. Generated from this place's information

Level Partners Management Inc. is a company based in Columbus, Ohio, dedicated to providing exceptional management services. They prioritize customer engagement and welcome inquiries from potential clients and partners. With a commitment to responsiveness, Level Partners ensures that all questions are addressed promptly, typically within 48 to 72 hours. Their professional approach fosters strong relationships and effective communication with their audience. Generated from the website