First Command Financial Advisor - Kourtney Terry

Business Information
Kourtney Terry joined First Command Financial Services as a Financial Advisor in July 2020. As a military spouse, she understands the unique situations and circumstances that place pressure on military families and is committed to helping them discover the confidence and peace of mind that come from financial security.

A graduate of Walden University with a Bachelor’s degree in Accounting, Kourtney holds Series 7 & 66 securities licenses plus life and health insurance licenses in Tennessee, Kentucky, Iowa, Illinois, Ohio, Texas, & Washington.

Understanding that the biggest obstacle to financial security for most people is their own behavior, Kourtney 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. Kourtney 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, Kourtney enjoys gardening, reading, and spending time with family.

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