Caswell Investment Group

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

Elle Hargis joined First Command Financial Services as a Financial Advisor in January 2025. As a military spouse, she understands the unique situations and circumstances that place pressure on military families and is committed to helping them discover the confidence and peace of mind that come from financial security. A graduate of Belmont University with a Bachelor’s degree in Mathematics, Elle holds Series 6, 63, 65 securities licenses plus life and health insurance licenses in South Carolina, Georgia, Florida, Alabama, and Tennessee. Understanding that the biggest obstacle to financial security for most people is their own behavior, Elle 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. Elle 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 her community, Elle is a member of Military Spouse Association Beaufortand actively volunteers in the children ministry at her church. In her free time, Elle enjoys reading and spending time with friends. 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.”

Denise Poulter joined First Command Financial Services as a Financial Advisor in June 2011. Prior to joining First Command, she owned several small businesses, including a tax business and direct sales company. She also served for several years as a piano and flute instructor in her community. A graduate of Brigham Young University with a Bachelor of Science degree in Family Financial Planning and Counseling, Denise holds Series 6, 63 and 65 securities licenses. Understanding that the single most powerful contributor to financial well-being is behavior, Denise works closely with her 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. And through ongoing planning to address changes in one's financial and personal circumstances, Denise is ready to assist clients as they pursue their goals through a lifetime financial journey. Having raised a large family, Denise understands the challenges of balancing the many needs and demands of family, work, church and community. She is passionate about helping families develop a process to attack their financial future with confidence. An avid volunteer, Denise is a volleyball and basketball coach for local youth sports organizations, a member of multiple networking groups, and is involved in various church, school and community activities. Denise enjoys working out at the gym, running, playing sports, coaching, camping, traveling, playing the flute and piano, and spending time with her husband, seven children, family and friends.