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... Read More about First Command Financial Advisor - Jason Carey

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Terry Powers is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Beavercreek, OH make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Terry Powers - Thrivent

Banking shouldn’t be hard and at Wright-Patt Credit Union (WPCU), we make it easy. With Member Center locations in Southwest and Central Ohio, 40,000+ of lower-to-no-fee ATMs, thousands of Shared Branching locations nationwide and an award winning mobile app, we give you all the conveniences you expect from a traditional bank. But, here’s what sets us apart--our personal service and... Read More about Wright-Patt Credit Union

Bankers Life provides life and health insurance products, including Medicare Supplement from Washington National and Medicare Advantage from affiliated carriers, annuities and investments designed for Americans who are near or in retirement. Our local agents in Fairborn, OH live and work in the community, providing personalized guidance to help you plan a secure retirement.  With 200+ offices and 4,000 insurance agents and... Read More about Bankers Life

Pathways Financial Credit Union, a member-owned financial institution, is committed to empowering our community by providing personalized financial solutions and unparalleled member experiences. We offer a comprehensive range of services, including checking & savings accounts, credit cards, auto loans, mortgages, and investment services, all designed to meet our members' unique financial goals and aspirations. With a strong focus on financial... Read More about Pathways Financial Credit Union - Beavercreek

We have the team, the knowledge, the skills and the process for those that desire to pursue your financial goals Celebrating 30 years of helping people just like you.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Beavercreek, OH area, David Austria will take the time to understand you and your goals, as well as those changing... Read More about David Austria - Private Wealth Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Beavercreek, OH area, Hannah Steinke will take the time to understand you and your goals, as well as those changing... Read More about Hannah Steinke - Financial Advisor, Ameriprise Financial Services, LLC

Cleveland-based KeyCorp is one of the nation’s largest bank-based financial services companies, with assets of approximately $93.8 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company’s businesses deliver their products and services through branches and offices;... Read More about KeyBank

Rodriguez Financial Strategies is a veteran-owned, client-focused financial planning firm committed to helping individuals and families achieve long-term financial confidence. With a collaborative, team-based approach, the firm delivers strategies tailored to each client's unique goals, circumstances, and life stage. Services include retirement and investment planning, insurance analysis, wealth management, and legacy planning, all designed to adapt as markets and personal... Read More about Rodriguez Financial Strategies, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Beavercreek, OH area, Frances Milano will take the time to understand you and your goals, as well as those changing... Read More about Frances Milano - Private Wealth Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Beavercreek, OH area, Daniel T Austria will take the time to understand you and your goals, as well as those... Read More about Daniel T Austria - Private Wealth Advisor, Ameriprise Financial Services, LLC

Elliot Harris joined First Command Financial Services as a Financial Advisor in November 2022, following a 33-year career in the United States Army, where he first enlisted in the NY Army National Guard, and attained the rank of colonel upon retirement. Elliot understands the challenges and opportunities associated with life in the military and is committed to helping service members... Read More about First Command Financial Advisor - Elliot Harris

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... Read More about First Command Financial Advisor - Woody Tegtmeier

Jason Jukes joined First Command Financial Services as a Financial Advisor in September 2021, following a 23-year career in the United States Air Force, where he attained the rank of Master Sergeant. Jason 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.... Read More about First Command Financial Advisor - Jason Jukes, MBA

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... Read More about First Command Financial Advisor - Chad Roberts

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... Read More about First Command Financial Advisor - Ethan Sanderson

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... Read More about First Command Financial Advisor - Lucas Draper, RICP®

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... Read More about First Command Financial Advisor - Mike Amstutz

Pete Whelan joined First Command Financial Services as a Financial Advisor in November 2005, following a 20-year career in the United States Air Force. There, he served in Europe, Asia and the Middle East as an F-15 Strike Eagle instructor pilot and attained the rank of Lieutenant Colonel. Pete earned a Bachelor of Science degree in Chemistry from the United... Read More about First Command District Advisor - Pete Whelan, CFP®

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... Read More about First Command Financial Advisor - Chris Henn

Banking shouldn’t be hard and at Wright-Patt Credit Union (WPCU), we make it easy. With Member Center locations in Southwest and Central Ohio, 40,000+ of lower-to-no-fee ATMs, thousands of Shared Branching locations nationwide and an award winning mobile app, we give you all the conveniences you expect from a traditional bank. But, here’s what sets us apart--our personal service and... Read More about Wright-Patt Credit Union

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

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