First Command Financial Services
Heidi Cerbone has over 17 years of experience in financial services, currently serving as VP Treasurer at First Command Financial Services, Inc. since November 2009, where responsibilities include managing general ledger accounting functions for investment and deferred compensation accounts, as well as overseeing 401(k), ESOP, and PSP accounts. Previous experience at PwC from September 2006 to September 2008 involved audit staff responsibilities across various industries, including retail, manufacturing, and insurance, with a focus on SEC filings, audit testing, SOX compliance, and employee benefit plan audits. Heidi holds a Master of Science in Accounting and a Bachelor of Science in Accounting, both from Oklahoma State University.
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First Command Financial Services
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First Command Financial Services, Inc. coaches their Nation’s military families in their pursuit of financial security. Since 1958, First Command Financial Advisors have been shaping positive financial behaviors through face-to-face coaching with hundreds of thousands of client families.