First Command District Advisor - Nicole Wheelock

Business Information
Nicole Wheelock joined First Command Financial Services as a Financial Advisor in February 2017. She is excited about the opportunity to help people make the smart financial decisions that are essential to long-term financial security.

Nicole has a Bachelor’s degree in Psychology from University of Maryland, Baltimore County and a Master’s degree in Business Administration from University of Maryland, University College Paralegal Certification, Mediation Certificate. She holds Series SIE, 7, 66, and 24 securities licenses plus life and health insurance licenses in Life and Health.

Understanding that the biggest obstacle to financial security for most people is their own behavior, Nicole serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. She advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Nicole will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.

In her free time, Nicole enjoys golf and listening to music.

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.”




Specialties:
Comprehensive financial planning, Investment strategies, Risk management, Debt management