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First Command Financial Advisor - Jose Feliz, ChFC®|MBA

+1 (703) 658-2943
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5285 Shawnee Rd Ste 305
Alexandria, VA 22312
+1 (703) 658-2943
https://advisor.firstcommand.com
Jose Feliz joined First Command Financial Services as a Financial Advisor in May 2023, following a 26-year career in the United States Navy, where he attained the rank of Captain. Jose 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 University of North Carolina at Chapel Hill with a Master’s degree in Business Administration, Jose holds Series 7 Top Off, Series 66, Securities Industry Essentials (SIE) securities licenses plus life and health insurance licenses in VA, CA, DC, PA, MD. Jose 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. In his free time, Jose enjoys reading, 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.”
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First Command Financial Advisor - Tim Schroth, ChFC®|CLU®

First Command Financial Advisor - Tim Schroth, ChFC®|CLU®

Tim Schroth joined First Command Financial Services as a Financial Advisor in November 2021. He previously worked for 18 years as an Investment Advisor in Hawaii. Tim has a Bachelor’s degree in Physics from Temple University and a Master’s degree in Systems Technology (JC3) from Naval Post Graduate School as well as a Master's Degree in Strategic Studies from the US Army War College . He holds Series 7, 6 and 66 securities licenses plus life and health insurance licenses in Virginia, DC, and Maryland. Tim 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. In his free time, Tim enjoys cooking, listening to music, and traveling. First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”
First Command Financial Advisor - Dan Tomlinson, RICP®|CFP®

First Command Financial Advisor - Dan Tomlinson, RICP®|CFP®

Dan Tomlinson joined First Command Financial Services as a Financial Advisor in June 2012, following a 26-year career in the United States Army. There, he served as a Special Forces officer in peace and combat, culminating with service at the White House on the staff of the National Security Council. He retired with the rank of Colonel. Dan graduated from the National War College with a Master of Science degree in strategy, the University of California with a Master of Arts degree in international relations, and Siena College with a Bachelor of Science degree in finance. Dan is a Certified Financial Planner & Trade, a Retirement Income Certified Professional and a member of the Financial Services Institute. He holds Series 6, 7, 63 and 65 securities licenses plus state life and health insurance licenses. As a First Command Financial Advisor, Dan values teamwork and brings extensive financial knowledge, straight talk and trustworthy advice to every family he serves. Married to a federal employee and trained on federal benefit planning, Dan is skilled in helping federal employees integrate their benefits into a comprehensive financial plan. Active in his community, Dan is a lifetime member of the Special Forces Association and the Office of Strategic Services (OSS) Society. Dan is married with one child and enjoys hiking and spending time with his family.
First Command Financial Advisor - Steve Brown

First Command Financial Advisor - Steve Brown

Steve Brown joined First Command Financial Services as a Financial Advisor in October 2014, following a 27-year career in the United States Air Force, where he served as a Master Navigator with over 2,000 hours in the F-4G Wild Weasel and EA-6B Prowler. Steve has commanded at the squadron level and served as a division chief on the headquarters Air Force staff. He attained the rank of Colonel. Steve is a graduate of the Massachusetts Institute of Technology with a Bachelor of Science degree in Aeronautics and Astronautics and the University of Phoenix with a Master of Business Administration degree. He holds Series 6, 63 and 65 securities licenses plus state life and health insurance licenses. As a First Command Financial Advisor, Steve is committed to helping his clients 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. Married with two children, Steve enjoys exercising, fishing, gardening and spending time with family and friends.
United States›Virginia›Alexandria›First Command Financial Advisor - Jose Feliz, ChFC®|MBA

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