Suzanne WinkelmannRICP®
Top Tier Client Experience Award
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.
A graduate of Texas Woman's University with a Bachelor of Science degree, Suzanne holds Series 7 and 66 securities licenses plus Texas state life and health insurance licenses. She is a member of the Financial Planning Association, Women in Financial Services and National Association of Insurance and Financial Advisors.
Suzanne is committed to helping her clients 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. With 10 years of teaching experience, Suzanne understands the importance of coaching, and she uses that understanding as she coaches her clients toward productive, lifelong financial habits.
- Comprehensive financial planning
- Investment strategies
- Retirement income planning
- Education funding solutions
- Asset allocation and management
- Insurance solutions
- Risk management
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.