First Command Financial Advisor - Kelly Gorreck

"I can't express how grateful I am to have had the opportunity to work with Kelly. She has truly transformed my financial outlook and given me the peace of mind I've been seeking for years. I had been procrastinating on enrolling in a life insurance plan for the longest time, and Kelly made the entire process a breeze. She took the time to patiently explain all the nuances of the plan, ensuring I fully understood the benefits and how it would provide for my family in the future. Her expertise and guidance made me feel confident in my decision."

"Kelly somehow found me as a very confused, financially incompetent little freshman at the Coast Guard Academy. She was an absolute delight to get to know and learn from. I can’t say I’m an expert on finances now, but I sure know way more than 4 years ago when I first met Kelly. Thank you for the great experience and getting me up on my financial feet! Kelly’s engagement with cadets has such a positive impact on the Corps knowledge of finances and morale! (I loved seeing her at football games and movie nights!)"

"We are fortunate to have Kelly advise us pre and post retirement. She shares her experiences as a military spouse, understands our situation and offers her insight on review of our various life insurance policies. She actively listens and is willing to evaluate and discuss our options. She is well informed about military benefits and comfortable and knowledgeable discussing financial holdings, markets etc. - we enjoyed our time with her in our annual review."

"Kelly is an outstanding financial advisor and a true professional. We've been with First Command for over 20 years and while our involvement in our financial future has ebbed and flowed over the years, Kelly has been the right advisor at this important time when we're focused on a future after a military career. As a member of a military family herself, she "gets" the military life, the chaos a busy household brings, and the optimism that the next chapter outside of a uniform brings. We're glad to have her on our team!"

"Kelly is professional and ensured that our financial needs were exceeded. Early in our careers we knew that we needed to establish a well-planned financial plan for our future. When we began looking for the right team to assist us in our planning, we were advised to reach out to First Command. Our family has been with First Command for over thirty years now and we have never regretted our decision. The First Command team has taken the time to get to know our family and our needs for financial stability. Upon my wife’s retirement from the USAF we settled in Connecticut. We were introduced to Kelly Gorreck who became our financial advisor. Kelly is quite knowledgeable and has collaborated and supported us for the last several years. Kelly ensured that she understood our needs and developed an individualized plan to meet our best interest. My wife and I have just recently retired and without a doubt it was due to Kelly's diligence that we were able to retire sooner than originally planned."