Corporate Documents

View our annual report and 990, and IRS documents below.

Approval Letters

Contact Us

We would love to connect with you.

Our Staff

Thomas E. "Tom" Kuhar

Commander, USCG (Ret.), Chief Executive Officer and President
TKuhar@fcef.com
817-569-2500

Lisa Kennedy

Director of Development
lykennedy@fcef.com
817-569-3401

Julie Malwitz

Director of Scholarships & Program Support
jcmalwitz@fcef.com
817-569-2634

Julie "Juls" McRee

Director of Instructional Design & Online Learning
jamcree@fcef.com
817-569-3156

Michelle Nelson

Instructional Support Specialist
mnelson1@fcef.com

Sydney Spidell

Program Support Specialist and Social Media Manager
smspidell@fcef.com
817-569-3624

Board of Directors

Charles W. "Skip" Bowen

Master Chief Petty Officer of The Coast Guard (MCPOCG), USCG (Ret.), Chairman Of The Board
Sebastian, Florida

Fred Offutt

Lieutenant Colonel, USAF (Ret.), CFP®, ChFC®, CLF®, Vice-Chairman; Retired
Fair Oaks Ranch, Texas

Sunday E. Grace

CPA, MBA, Treasurer Senior Vice President, Chief Financial Officer, First Command Financial Services
Arlington, Texas

Jennifer Berlin

SVP, Chief of Staff Advisor Operations, First Command Financial Services
Tampa, Florida

Tim Corrigan, Esq.

Retired
West Salem, Wisconsin

Timi Joy Jorgensen, PhD

Assistant Professor and Director of Financial Education & Well-Being at The American College of Financial Services
Athens, Georgia

Justin Kistler

Executive Vice President, Operations, First Command Bank
Fort Worth, Texas

Thomas E. "Tom" Kuhar

Chief Executive Officer and President, FCEF
Valrico, Florida

Jay Land

Strategy & Management Consultant
Ooltewah, Tennessee

Scott Spidell

Vice President of Strategic Marketing, First Command Financial Services
Fort Worth, Texas

Corporate Documents

Our Corporate Donors