NAPERVILLE, Ill.--(BUSINESS WIRE)--First Command Financial Services, Inc., is expanding its presence in the Chicago area with a new office in Naperville, bringing the company’s face-to-face financial planning services to the fast-growing community.
The new office at 1952 McDowell Road, Suite 102, gives First Command its third location in Illinois, joining the Chicago suburb of Libertyville and O’Fallon near St. Louis. The Texas-based company has more than 160 offices in the U.S., Europe and the Pacific Rim.
Leading the Naperville office is Jim Guthrie, a seasoned veteran of the financial services industry and long-time resident of the Chicago area. He has more than a quarter century of experience and expertise in sales, marketing and management at various financial services companies, including UBS and Merrill Lynch. Guthrie holds an MBA from Northwestern University’s Kellogg School of Management and a law degree from DePaul University’s College of Law.
“I was immediately impressed with First Command’s commitment to provide holistic financial planning services to a successful but traditionally underserved segment of the market,” Guthrie said. “A growing number of Americans are recognizing the real benefits of working with a trustworthy and knowledgeable financial coach, someone who is patient, willing to listen and offers a sense of security and hope. Most importantly I joined First Command because I share its dedication to provide honest guidance to consumers and its unique focus on values, relationships and professionalism.”
Also joining the Naperville office are Financial Advisors Laura LaBelle, CFP©, and Carl Patterson, ChFC. They are supported by Office Manager Beth Houk.
The Naperville office opening is the latest move in a national expansion effort at First Command. In the spring the company kicked off a recruiting program designed to grow its current 450-member field force by an annual rate of 10 percent.
“We are looking to capitalize on new opportunities that are emerging in the changing financial planning industry,” said Scott Spiker, CEO of First Command. “Americans are tired of the Wall Street mentality and want personal, face-to-face service in the communities where they live and work. We are particularly interested in recruiting locally-based advisors who share our commitment to ethical business practices – a commitment that has been nationally recognized by the financial planning industry.”
In 2009 First Command was recognized by the Financial Planning Association® as an FPA Alliance firm, only the second firm ever to receive this high honor. FPA Alliance firms demonstrate an unwavering commitment to the financial planning process and to their clients, delivering all financial planning services in accordance with the FPA Standard of Care. This standard requires Financial Advisors to put their clients’ best interests first, act with due care and in utmost good faith, provide full and fair disclosure of all material facts, and disclose and fairly manage all material conflicts of interest.
Looking ahead, First Command will continue to grow the Naperville office and move ahead with expansion plans in other major U.S. markets, said Terri Kallsen, CFP©, executive vice president of strategic development at First Command.
“We are looking to expand into communities of high growth that boast large populations of successful professionals,” Kallsen said. “At the same time, we are not interested in competing with those firms that focus on accumulating existing assets. Since 1958, our strategy has been to coach American families in the types of responsible financial behaviors that will help them pursue their long-term financial goals and dreams. We’re looking to grow our business by hiring advisors who look beyond chasing wealth. We want advisors who will commit to help families create wealth in a way that inspires secure, abundant and fulfilled lives.”
About First Command
First Command Financial Services and its subsidiaries, including First Command Bank and First Command Financial Planning, assist American families in their efforts to build wealth, reduce debt and pursue their lifetime financial goals and dreams—focusing on consumer behavior as the first and most powerful determinant of results. Through coaching and personalized financial plans that emphasize accumulating wealth while reducing risk, First Command Financial Advisors have established lasting relationships with hundreds of thousands of client families since 1958.
First Command Financial Services, Inc. is the parent company of First Command Financial Planning, Inc. (Member SIPC, FINRA) and First Command Bank (Member FDIC). Financial planning services and investment products, including securities products are offered by First Command Financial Planning, Inc. Insurance products and services are offered by First Command Financial Services, Inc. Banking products and services are offered by First Command Bank. Securities products are not FDIC insured, have no bank guarantee and may lose value. In certain states, First Command Financial Services, Inc. is a separately registered domestic corporation and does business in California as “First Command Insurance Services.” A financial plan, by itself, cannot assure that retirement or other financial goals will be met. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo) ® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.