First Command Financial Advisor - Karen Loomis

Business Information
Karen Loomis joined First Command Financial Services as a Financial Advisor in February 2022. She previously worked for 17 years within the Department of Defense. For the last five years of her career with the DOD she worked as the Chief of Operations within Europe DISA/DITCO.

A graduate of Western International University with a Bachelor’s degree in Accounting , Karen holds Series 7, 66 and Securities Industry Essentials
securities licenses plus life and health insurance licenses in OH, MI, IN, AZ, CA, FL, KY, WV, TN, and RI.

Understanding that the biggest obstacle to financial security for most people is their own behavior, Karen 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. Karen 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, Karen enjoys bike riding, hiking, traveling, cooking, and reading.

First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad 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