First Command Financial Advisor - Alan Wesenberg

"Alan has been our financial advisor for over 3 years now. My wife and I are dual military, and through a constantly changing life plan Alan has expertly helped us navigate our finances. He genuinely cares about his clients, is knowledgeable while ensuring everything is understood, and is a pleasure to talk to. He's been our favorite advisor through many First Command branches and we highly recommend him to anybody looking for thorough, honest financial planning."

"Alan is a great and caring financial advisor! I’ve been a client of his for a year now. He has helped me with setting up life insurance for myself now before I retire. He has also educated me on investing and how to diversify my portfolio in my Thrift Savings Plan. I would recommend his services to future First Command clients."

"Alan has been fantastic to work with over the last several years. He has helped guide us through some complicated financial issues that had potential tax implications - his advice has always been spot on and easy to understand. Alan has taken the time to get to know us and our goals and uses that information to craft investment strategies that meet our short-term and long-terms desires and needs. He's also worked with our 2 adults sons and helped get them set up on the right path. We appreciate the time and guidance he provides and look forward to a long and mutually beneficial relationship."

"Alan was absolutely wonderful to work with. I'm sure I could be a real challenge to work with, as I have never enjoyed working with finances, my husand always took care of all that, even though he did try to include me. When he passed away quite suddenly that left me to take care of all the finances and I didn't have a clue what to do. Upon meeting Alan for the first time he was very patient, very informative and is guiding me through it all. I do feel that I definitely understand much better what I need to do and know that he has my best interest at heart. I know that I still have a considerable amount to learn but feel sure that with each conversation with Alan I will become much more confident in knowing what I need to do to take care of my financial future. Thank you, Alan!!"

"Alan was wonderful to work with! He took the time to explain all of the items and options on our budget and investments. I feel so much more knowledgeable about my own finances and the financial planning for my husband and I. Alan's knowledge, patience, and kindness was so wonderful for building trust, understanding and a stronger financial foundation individually and as newlyweds. I am excited to put Alan's suggestions into action and definitely plan on meeting with him again to continue on a secure financial trajectory!"