Why You Need a Financial Advisor Who Serves the Military Community

As a Veteran or active-duty servicemember, your finances are complex. From military pensions to the TSP, to VA disability considerations, you deserve financial professionals who understand the military and understand you — a financial advisor who exclusively serves members of the U.S. Armed Forces. 

At AAFMAA Wealth Management & Trust LLC (AWM&T) we understand the military because many of us are military. We’ve worn the uniform, we are spouses, or we are dependents.

You’ve served, and now we encourage you to watch as two of our team members explain how we can serve you.

Custom Financial Services for Veterans

Who you trust to handle your money matters. Finding the right financial professional is a decision that impacts both your peace of mind and your military family’s legacy. With AWM&T, you’ll receive experienced, trustworthy, long-range guidance, from financial planning and investment management to trust administration services.

Instead of the one-size-fits-all approach, you’ll find at firms that cater to civilians, you’ll discover something unique at AWM&T. We aim to be the premier provider of fiduciary services by always working for your military family’s best interests. So you will receive a team approach to your family’s finances. Your financial independence and security are our mission. 

As with a structured military operation, you can expect detailed, meticulous planning and strategic communications that consider your big-picture and long-range plan. With military precision, our team of financial professionals will acquaint themselves with your goals, current financial standing, level of risk, and time horizon. From there, you can expect a team approach with dedicated Financial Planners and Relationship Managers.

Get a customized strategy aligned to your unique financial situation and ambitions to build your wealth and achieve the retirement of your dreams.

Trust AWM&T with Your Financial Future

After serving our country or holding down the homefront, you deserve the best. You’ve experienced sacrifices, challenges, and opportunities that come with military life —– and you deserve a rich and rewarding future. To get started, call us at 910-307-3500 today. We're here to support you and your military family every step of the way.

Meet the Veteran and Military Spouse Behind the Video

Joshua Schnelle, CFP®, MBA

Senior Relationship Manager

Joshua Schnelle is a Senior AWM&T Relationship Manager in Kansas City, MO. As a military Veteran, Joshua is passionate about helping other military Veterans achieve their goals by helping them align their money with their priorities. Read more about Joshua.

Danielle Nuxoll

Senior Relationship Manager

Danielle Nuxoll is a Senior AWM&T Relationship Manager serving military families from the great Pacific Northwest in Lacey, WA, while her active-duty husband is stationed at JBLM (Joint Base Lewis-McChord). She guides military families through the transition from military service and second career retirement. Read more about Danielle.