First Command Financial Advisor - Charlotte Hillegas, RICP®

Business Information
Charlotte Hillegas joined First Command Financial Services as a Financial Advisor in May 2001.

A graduate of the University of Texas at Arlington with a Bachelor of Science degree in Exercise Science, Charlotte holds Series 6, 63, 65 and 7 securities licenses plus state life, health and property-and-casualty insurance licenses. She is a member of the Financial Planning Association.

Understanding that the single most powerful contributor to financial well-being is behavior, Charlotte works closely with her clients to develop personalized financial plans that reflect their values, address their priorities and support their goals. Each plan includes recommendations for specific financial products and services to support those goals. And through ongoing planning to address changes in one's financial and personal circumstances, Charlotte is ready to assist clients as they pursue their goals through a lifetime financial journey. Charlotte's experience in the field of sports therapy has helped her to understand the challenges that act as barriers to personal success in all aspects of life. She applies these training principles to supporting her clients toward productive, lifelong financial habits.

Married with one child, Charlotte enjoys volunteering at her church, shopping and spending time with family and friends.




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