Empowering North Carolina's Military Families through Partnerships

As a member of the US Armed Forces community, it’s possible that you or someone you know was stationed in North Carolina. As home to 10 major military installations — including the world’s largest Army base — the state plays a critical role in our nation’s defense. AAFMAA Wealth Management & Trust LLC (AWM&T) recently connected with our North Carolina military community to share our tailored financial solutions exclusively for those who serve.

A Platform to Advance Financial Readiness

This May, key leaders from AWM&T, alongside our parent company, Armed Forces Mutual (formerly AAFMAA), had the honor of participating in the North Carolina Military Affairs Commission (NCMAC) Defense Summit. Representing Armed Forces Mutual and AWM&T at this important event were:

• BG Michael J. Meese, USA, Ret., Ph.D., President, Armed Forces Mutual
• LTC Steve Mannell, USA, Ret., CTFA, ATFA, President, AAFMAA Wealth Management & Trust LLC
• Jay Shivar, ATFA, Vice President of Business Development, AAFMAA Wealth Management & Trust LLC
• Sarah Roder, Director of Partnerships and Member Engagement, Armed Forces Mutual
• Rodney O. Anderson, MG, USA, Ret., Board of Directors Member, Armed Forces Mutual

The NCMAC Defense Summit brought together military leaders, community organizations, and private sector partners to address issues critical to North Carolina’s military installations. Our participation underscored the essential role of financial readiness in supporting missions, morale, retention, and family well-being.

L to R: Rodney Anderson, Sarah Roder, and Mike Meese.

During a panel discussion led by defense and financial professionals, participants explored how financial stability empowers servicemembers to stay mission-focused while avoiding stress-related challenges that can impact performance and long-term well-being. Other panel participants included:

• Col. Todd Walker, Commander of the 4th Mission Group, Seymour Johnson AFB. Col. Walker is transitioning to the civilian world after serving 33 years in the US Air Force.
• Gisselle Hassan Curnutt, Mentor and Ambassador, American Corporate Partners (ACP). ACP assists Veterans and eligible spouses on their path toward fulfilling, long-term careers. Additionally, Curnutt is an Army (SOF) spouse and currently a Community Engagement Manager with Veterans Bridge Home. 
• Kaycee Denny, Ambassador of Chamber Engagement, Five and Thrive Guide. Denny is an Air Force spouse and the creator of the first installation-specific Five and Thrive Guide, which serves as a comprehensive resource to support families at all levels. 
• Katelyn Nixon, Career Connection Coordinator, North Carolina for Military Employment (NC4ME). Nixon is an Army Spouse and has represented North Carolina’s Military Affairs Commission in the Association of Defense Communities conferences, helping to lead initiatives in support of military families. 

Through events like this panel discussion as well as our continued partnership with North Carolina's military installations, we remain committed to empowering military families with the knowledge and resources they need to build lasting financial strength. 

L to R: Jay Shivar, Mike Meese, and Rodney Anderson.

Start Your Financial Journey with AWM&T

Our team of military financial professionals supports:

• Transition planning for active duty, reserve, and retired servicemembers
• In-depth knowledge of military benefits and entitlements
• Personalized financial guidance to reduce stress and improve long-term financial security

Discover financial planning, investment management, and trust services to fortify your military family. Let us help you create clarity and direction for your financial mission by calling 910-307-3500 or connecting with a Relationship Manager today.

About Us

Founded in 2012, AAFMAA Wealth Management & Trust LLC (AWM&T) was established to meet the distinct financial needs of military families. We proudly deliver experienced, trustworthy financial planning, investment management, and trust administration services – all designed to promote lasting security and independence.

We are proud to share the mission, vision, and values of Armed Forces Mutual, our parent company. We consistently build on the Association’s rich history and tradition to provide our Members with a source of compassion, trust, and protection. At AWM&T, we are committed to serving as your trusted fiduciary, always putting your best interests first. Through Armed Forces Mutual's legacy and our financial guidance, we provide personalized wealth management solutions to military families across generations.