John A Schram CFP - Spokane (WA)

Kiefer Hermann Started banking here for my business accounts because they’re local and I can come in anytime to get help. Best decision I ever made, staff is very professional and friendly. Todd, Shelly, Tiffany, and Josh are my favorite bankers ever. Highly recommend!

Rebecca Janning We have been clients of Peter Carlo for decades, in Virginia, Washington and now Missouri. He is ALWAYS available to answer questions and is very patient about explaining ( and re-explaining) the details re managing our finances. When our CPA retired and we had trouble locating someone taking on new clients, Peter helped us research and connect with a new tax preparer even though we are several states away from his office in WA. My husband I are both natural “savers” but we have never had the savvy to make our own investment choices. We are much more comfortable in our retired years than we would have been without the management by Peter Carlo, backed by all the cumulative and proven expertise of the First Command gurus. It’s never too early to connect with a trusted financial advisor. If you are seeking one, I cannot recommend Peter enough.

John Ginn Jeffrey and Abby are great partners. Personal, proactive and incredibly responsive, they provide superior financial services to all their clients, and a solid anchor for long term planning.

Matthew Reynolds Although I didnt wind up becoming a client (at least not yet), I want to publicly thank Lindsey and her team for their advice and referrals. My experience here as a prospective client has been solidly positive.