Edward Jones-Financial Advisor: Andrew J Engstrom

Josh Castaneda joined First Command Financial Services as a Financial Advisor in February 2020, following a 11-year career in the United States Navy, where he attained the rank of Lieutenant Commander. Josh 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 the United States Naval Academy with a Bachelor’s degree in Systems Engineering, Josh holds Series 7 and 66 securities licenses plus life and health insurance licenses in South Carolina, California, and Texas. Understanding that the biggest obstacle to financial security for most people is their own behavior, Josh 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. Josh 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, Josh is board member of the South Carolina Region of the Sports Car Club of America. In his free time, Josh enjoys spending time with friends, traveling, and working on cars. 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.”

C. Jarvis Insurance Agency Inc., based in Fort Worth, TX, has been a leader in equine insurance since 1946, providing comprehensive coverage for personal accidents, farm, ranch, and liability needs. Owned and operated by a family of horsemen, the agency is dedicated to understanding and catering to the unique requirements of the equine industry. With a team of experienced equine insurance agents, C. Jarvis Insurance serves as a one-stop shop for all insurance needs, ensuring clients receive the best coverage available. Their commitment to protecting what matters most has made them a trusted name in the industry for over 75 years. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy