THEODORE ROOSEVELT
We treat every client as if they were family – because to us, you are. What matters most to you, is what’s most important to us.
For over two decades, our mission has been simple. To improve the financial well-being of Military, First Responders, and their families with helping navigate life transitions by delivering financial guidance and advice. The very core of our values is about family. You might hear us welcome you to the F1S Family, and with many of our relationships that span decades, shows we mean it!
All of our staff (family) have a personal connection to the military. Ranging from personally service in the military to being a spouse, dependent or a proud parent. You don’t need to explain what SBP and BAH mean to us. We already know.
We focus on small, relevant actions that can deliver bigger and bigger results over time
We help demystify financial concepts to help you become more financially knowledgeable
We're here to celebrate every win and give you the motivation to keep going!
Co-Founder - Chief Executive Officer
Co-Founder - Chief Operating Officer
Client Advisor
Client Advisor
Client Advisor
Client Advisor
Director of Client Services
Sales Development Representative (SDR)
Sales Development Representative (SDR)
Director of Marketing
Director of Information Technology
*F1S is not endorsed/affiliated with the Department of Defense, Department of the Army, Navy, Air Force, or Federal Government.
Returning to civilian life can be a big change — but like most things, a little planning can go a long way.
If you’re interested in joining another mission that matters after your military service, or if you’re a military spouse who would like a rewarding career in helping military and veteran families achieve financial success, then we’d love to help you. We are happy to answer any questions and get you going in the right direction.