First Command District Advisor - Zachary Walden

Jay Schwartz joined First Command Financial Services as a Financial Advisor in February 2015, following a 20-year career in the United States Army Medical Service Corps, where he attained the rank of MAJ. Jay 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. Jay has a Bachelor’s degree in Healthcare Administration from the University of South Dakota and a Master’s degree in Healthcare Administration from the Army / Baylor University Master's Program. He holds Series 60, 63, 65, SIE securities licenses plus life and health insurance licenses in Alabama, Georgia, Ohio, Florida, Kentucky, Maryland, South Dakota, Tennessee, Texas, and Virginia. Jay is committed to coaching clients to pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves. His areas of focus include: - Comprehensive financial planning - Investment strategies - Retirement income planning - Education funding solutions Active in his community, Jay is a member of Leadership Clarksville, a Fellow in the American College of Healthcare Executives, and coaches various youth sports -baseball, basketball, football, and softball. In his free time, Jay enjoys golf, 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.”

Gary North joined First Command Financial Services as a Financial Advisor in September 2018, following a 1994-2011-year career in the United States Army, where he attained the rank of Captain. Gary 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. Gary has a Bachelor's degree in Religion and Philosophy from Olivet Nazarene University and a Master's degree in Business from American Intercontinental University. He holds Series 7 and Series 66 securities licenses plus life and health insurance licenses in Tennessee and Kentucky. Understanding that the biggest obstacle to financial security for most people is their own behavior, Gary serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. His thorough knowledge of military pay and benefits enables him 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. Gary 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, Gary is a member of Disabled American Veterans. In his free time, Gary enjoys traveling. 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.

Kourtney Terry joined First Command Financial Services as a Financial Advisor in July 2020. 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 Walden University with a Bachelor’s degree in Accounting, Kourtney holds Series 7 & 66 securities licenses plus life and health insurance licenses in Tennessee, Kentucky, Iowa, Illinois, Ohio, Texas, & Washington. Understanding that the biggest obstacle to financial security for most people is their own behavior, Kourtney 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. Kourtney 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, Kourtney enjoys gardening, reading, and spending time with family. 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.”