Edward Jones - Financial Advisor: David C Cunningham, CFP |AAMS |ADPA

As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with.Experience has taught me that the biggest obstacle to financial security for most people is their own behavior. Thats why I seek to form trusting, long term relationships with clients, serving as their personal financial coach by:1.Helping them set specific and meaningful goals that are aligned with their values2.Providing them with a comprehensive, personalized plan for effectively pursuing their goals3.Encouraging and motivating them to adopt and consistently practice the productive financial behaviors necessary to successfully execute their plan4.Making strategic adjustments in their plan as their circumstances and goals evolve over timeI dont believe in shortcuts to financial security. I advocate time-tested financial principles including prudent and responsible debt management, disciplined saving and investing and a thoughtful insurance strategy for managing financial risk. And as an Investment Advisor Representative (IAR), I am held to a fiduciary standard, required in all cases to act in the clients best interests.About First CommandFirst Command was founded in 1958 by a retired Air Force officer intent on improving the financial well-being of service members and their families. Today, more than 500 First Command Financial Advisors across the country and abroad are committed to fulfilling the companys Mission of Coaching those who serve in their pursuit of financial security.

Karen Loomis joined First Command Financial Services as a Financial Advisor in February 2022. She previously worked for 17 years as Chief of Operations Europe DISA at Department of Defense.A graduate of Western International University with a Bachelors degree in Accounting , Karen holds Series 7, 66 and Securities Industry Essentialssecurities licenses plus life and health insurance licenses in OH, MI, IN, AZ.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, 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 companys Mission of Coaching those who serve in their pursuit of financial security.

Intelliplan Financial is an independent financial planning firm located in Columbus, Ohio and founded by Joe Overfield. After working several years in the insurance industry, Joe pursued a lifelong dream in 2015 and started his own firm, Intelliplan Financial...