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First Command Mooresville

Kat Holmes

First Command Financial Advisor
Contact
(704) 799-2726
179 Gasoline Alley
Suite 209
Mooresville, North Carolina, 28117
About Kat
Katherine Holmes joined First Command Financial Services as a Financial Advisor in June 2014. 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 The College of William & Mary with a Bachelor's degree in Business, Katherine holds Series 7 securities license plus life and health insurance licenses in Hawaii.

Understanding that the biggest obstacle to financial security for most people is their own behavior, Katherine 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. Katherine 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, Katherine enjoys reading, basketball, and hiking.

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.
Kat Focuses in:
  • Comprehensive financial planning
  • Investment strategies
  • Risk management
  • Debt management
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.
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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.