Qualifying First Command Financial Advisors receive Top Tier award certification for exceptional client service. This award is based on objective measures that include client reviews about sentiment, service and experience, coupled with operational data. Click the award icon to learn more.
Katherine Holmes joined First Command Financial Services as a Financial Advisor in June 2014. She is excited about the opportunity to help people make the smart financial decisions that are essential to long-term financial security.
A graduate of The College of William and Mary with a Bachelor’s degree in Business, Katherine holds Series 7 and 66 securities licenses plus life and health insurance licenses in NC, HI, MD, VA, SC, TX, VT.
Katherine is committed to coaching clients to pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family she serves.
In her free time, Katherine enjoys basketball, reading, and spending time with family.
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."
Kat Focuses in:
Comprehensive financial planning
Investment strategies
Retirement income planning
Education funding solutions
CLIENT STORIES
As a mission-driven organization serving those who serve our country, nothing makes us prouder than making a difference in the lives of our client families.
Kat is very helpful and knowledgeable about financial services. She helped me with insurance questions that I had. I would recommend her to anyone.
Response from First Command
July 5, 2025
Thank you for sharing your feedback with our team. We are dedicated to helping our clients in their pursuit of financial security. If you need anything, please don't hesitate to call us.
Paul L.
June 27, 2025
5 / 5
Rating 5.0
Excellent service and reviews
Response from First Command
June 27, 2025
Thank you for sharing your feedback with our team. We are dedicated to helping our clients in their pursuit of financial security. If you need anything, please don't hesitate to call us.
Valerie J.
May 16, 2025
5 / 5
Rating 5.0
I have had some big life changes and was so fortunate to have the expertise and hard work of Katherine Holmes to help me navigate! I have been with First Command for 32 years and 22 moves, Katherine is the best advisor of them all- great communicator- she really helped me understand and choose the best path in my complicated situation. I have 110% confidence in her! If you need an advisor, call Katherine Holmes!
Response from First Command
May 16, 2025
Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.
Karla P.
April 18, 2025
5 / 5
Rating 5.0
In the past year, I’ve had the pleasure of working with Katherine to fine tune my financial and insurance plans. From our very first meeting, I knew I was in good hands. Katherine has a wealth of knowledge in her field and is capable of putting information in layman’s terms so clients clearly understand the details. Her ability to put you at ease creates the trust needed between a financial advisor and client to ensure the client’s needs are met. I honestly feel like I’ve known Katherine for years and I’m proud to say Katherine Holmes is my Financial Advisor!!!
Response from First Command
April 18, 2025
Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.
Troy A.
February 14, 2025
5 / 5
Rating 5.0
Organized, personable and great at explaining things.
Response from First Command
February 14, 2025
Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.
Shantel S.
February 13, 2025
5 / 5
Rating 5.0
Excellent customer service. She’s very attentive and knowledgeable. Has a heart for helping people achieve financial freedom.
Response from First Command
February 13, 2025
Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.
Carolyn C.
February 12, 2025
5 / 5
Rating 5.0
Kathleen is professional, personal, prepared and very knowledgeable. She understands that our investments and our personal situation affect our lives and she listens to my needs, concerns and I feel very supported and that my account is in great hands.
Response from First Command
February 12, 2025
Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.
David C.
February 12, 2025
5 / 5
Rating 5.0
A true professional! Personable and knowledgeable. More importantly she has become a trusted friend.
Response from First Command
February 12, 2025
Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.
Blair M.
February 12, 2025
5 / 5
Rating 5.0
GREAT service!!!! Professional, friendly, knowledgeable, excellent communicator, and always follows up with quick and meaningful information. Someone you can trust with your finances.
Response from First Command
February 12, 2025
Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.
Chris B.
February 12, 2025
5 / 5
Rating 5.0
Mrs. Holmes is a true professional. She looks after the best interests of her clients. When my Financial Planner retired I was a little concerned how transitioning to a new Advisor would go. It has been fantastic. First Command and Mrs. Holmes are one in a million.
Response from First Command
February 12, 2025
Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.
Teresa A.
February 4, 2025
5 / 5
Rating 5.0
Kat has been a great person to work with on our financial planning. She is honest and attention to detail. She makes you feel heard and is able to explain things.
Response from First Command
February 4, 2025
Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.
Kevin S.
January 25, 2025
5 / 5
Rating 5.0
I just started working with Kat in the past year and a half, and she has been great. She is very knowledgeable and responsive, and explains things well. And she follows through quickly on stuff she promises to do. I look forward to working with her for a long time.
Response from First Command
January 25, 2025
Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.
Lance C.
January 22, 2025
5 / 5
Rating 5.0
I normally do not participate in surveys/reviews, however, after several decades of experience with USPA&IRA, active & retired, involving several (now 1st Command) advisors, we could not be more pleased interpersonally & professionally with Kat Holmes. The recent hand-off between advisors was seamless, timely & clearly communicated. Whether the visits are in-office, our home or Zoom our rating: A++
Response from First Command
January 22, 2025
Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.
Debbie N.
January 16, 2025
5 / 5
Rating 5.0
Kat is amazing!!! She listens to your needs and is extremely knowledgeable. She explains things in terms you can understand. I love her sincerity and eagerness to help. When you sit down to talk with her it’s like you’re sitting down with an old friend. Very happy we found her.
Response from First Command
January 16, 2025
Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.
Megan H.
August 31, 2023
5 / 5
Rating 5.0
It is absolutely wonderful working with Katherine Holmes! She has helped me and my spouse understand our finances and is always willing to help in any way she can. She offers a wealth of knowledge and we've established a fantastic relationship in which I truly hope we can navigate together for years to come! I highly recommend her services!
Response from First Command
August 31, 2023
Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.
Sina C.
December 11, 2022
5 / 5
Rating 5.0
Katherine provides genuine and trustworthy financial advice, but, more importantly, she truly care about who you are as a person. She helps you to understand what is really important to you in life, set goals for yourself, and then guide your financial decision making to align with those goals. She’s absolutely amazing.
Response from First Command
December 12, 2022
We appreciate you taking time to share your experience. We are dedicated to coaching our clients to become financially disciplined and confident in pursuit of their financial goals. We look forward to continuing to serve you.
This material contains a testimonial from a client of First Command Financial Services, Inc. and/or its affiliated entities (together "First Command"). The testimonial was provided by the client on a strictly voluntary basis. First Command has not paid any direct or indirect compensation to the client for the testimonial and is unaware of any other material conflicts of interest. The testimonial may not be representative of the experience of other First Command clients and is no guarantee of future performance or success.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
