Leadership Team

Mark Steffe is the President/CEO of First Command Financial Services, Inc. which provides personal financial coaching to about 290,000 client families around the world. Mark is responsible for guiding the organization in its efforts to make lifelong financial security possible for all military families. First Command accomplishes this by creating lasting bonds with clients through face-to-face coaching and empowering them to develop positive financial behaviors for every stage of their lives. First Command is headquartered in Fort Worth, Texas, and has more than 165 offices nationwide. First Command, through its subsidiaries, maintains more than $35 billion in managed accounts and mutual funds and has more than $62 billion in life insurance coverage in force, while First Command Bank holds more than $960 million in deposits.

Mark joined First Command as a Senior Vice President and Chief of Staff of Advisor Operations in 2010 and has since played an integral role in evolving the client experience in a digital world. At the same time, he has protected the integrity of the face-to-face coaching that is central to the First Command philosophy. Throughout his subsequent roles as Senior Vice President and Director of Advisor Operations for the Midwest Division and Executive Vice President and National Director of Advisor Operations, Mark helped build strong, collaborative relationships between Advisors and the Home Office. This has been crucial in enabling Advisors to help clients pursue their financial goals more effectively and efficiently. His accomplishments and demonstrated leadership ability led to his promotion to President in 2017 and expanded COO responsibility in 2018.

In January 2020, Mark was appointed as the first CEO in First Command’s history without military service experience. His selection was the result of an ethos of service to the military gained during more than a decade immersed in First Command’s culture, a deep understanding of the challenges faced by our Nation’s military families, and in recognition of the demonstrated leadership skills required to guide the organization in its efforts to make lifelong financial security possible for all military families. On day 70 in his new role, Mark was confronted with a once-in-a-generation crisis as a global pandemic was declared. Under his leadership, First Command rapidly adjusted its operations to continue to help military families pursue financial security amidst a volatile economic landscape in which in-person face-to-face coaching was no longer possible. At the same time, at Mark’s direction, First Command immediately made financial relief programs available to clients to bolster their financial outlook during the crisis.

To ensure that First Command continually adapts to the needs of military families, Mark and his team regularly meet with clients to seek out their perspectives. During his tenure at First Command, Mark has visited more than 50 military installations in 23 U.S. states and three countries. This personal outreach is supplemented by the First Command Financial Behaviors Index®, a monthly survey that assesses the financial behaviors, intentions and attitudes of career military families. Mark also consults regularly with First Command’s Military Advisory Board, a select group of retired senior flag officers and senior enlisted leaders from the Nation’s military services. The 10-member board provides Mark and First Command with an independent perspective on issues relevant to First Command’s work, as well as advice on how to best serve the interests of military clients.

In his role as President/CEO, Mark has spearheaded inclusion initiatives for First Command. Under his leadership, First Command is striving to create a more inclusive culture in which all employees and Advisors feel trusted, valued and empowered. For Mark, advancing equality is not just the right thing to do from a business perspective, but a personal imperative born from a desire for everyone to have the same opportunities he has had in his career. In service of this goal, Mark committed to the CEO ACT!ON pledge for diversity and inclusion in 2020. He also championed the hire of the company’s first Diversity & Inclusion Director. In recognition of Mark’s leadership during the pandemic and on issues of diversity and inclusion, he was nominated as one of the Dallas Business Journal’s Most Inspiring Business Leaders of 2020. Mark was also recognized in 2020 as a member of the Fort Worth 400, an annual list by Fort Worth Inc. magazine of influential community leaders.

Mark actively supports several charitable endeavors, including the annual Spirit of Giving campaign by United Way of Tarrant County and the First Command Educational Foundation (FCEF). United Way of Tarrant County is a local charity focused on providing leadership and harnessing resources to solve persistent social challenges, while FCEF is a nonprofit organization dedicated to empowering those who serve our Nation by improving their financial literacy. FCEF accomplishes this goal by offering approximately $130,000 in annual scholarships and financial education to America’s military servicemembers, civilian federal employees and their families. In addition to his philanthropic pursuits, Mark is active in LeaderPrime, which fosters connections among Fort Worth business leaders new to the city or to their roles.

Mark graduated with high honors from the University of Illinois, earning a Bachelor of Science degree in Finance. He holds Series 7, 8, 23, 63 and 65 securities registrations. He completed the Harvard University Advanced Management Program in 2015.

He lives in Fort Worth, Texas along with his wife and five children. On any given day off, you can find him attending one of his children’s sports games or cooking family dinners.

John Osarczuk is the Executive Vice President and National Director of Advisor Operations at First Command Financial Services. With a focus on company growth, John leads a Field Force of over 500 advisors toward accomplishing the company’s mission of coaching those who serve in their pursuit of financial security. As a member of the Executive Leadership Team, he guides the strategy, culture, and growth of the company.

John joined First Command Financial Services in 2004, starting as a Financial Advisor in Manhattan, Kansas. He held this position until 2013, when he was promoted to the role of District Advisor. In 2017, he served as the District Advisor of First Command’s office in Killeen, Texas, and held this position until he moved to the Home Office to assume the role of Chief of Staff. In 2019, John was promoted to the position of Director of Advisor Operations for the Northeast Division and served until he was promoted to his current position in 2021.

A graduate of the United States Air Force Academy with a Bachelor of Science degree in Human Factors Engineering, John served in the U.S. Air Force as a pilot for 10 years, attaining the rank of captain. In 1996, he received an MIS degree in Information Systems Technology from the University of Maryland University College. John worked in the manufacturing industry as both a product manager and new product development manager from 1996 to 2004.

John holds Series 6, 26, 63, and 65 securities licenses, plus state life and health insurance licenses. John and his spouse Teresa have two adult daughters – one is a nurse and the other is currently a teacher in Honduras. His pastimes include hunting, fishing, and shooting sports.

As Executive Vice President and Chief Financial Officer for First Command Financial Services, Sunday is responsible for establishing financial objectives aligned with the company's strategic plan. Sunday also evaluates financial performance with regard to long-term operational objectives and forecasts. As a member of the Executive Leadership Team, she guides company strategy and growth.

Sunday joined First Command in 2005 as a financial analyst. During her First Command career, she built and led the Financial Planning and Analytics function and held several progressive roles in Finance before being promoted to CFO in 2019. She also serves as the Treasurer on the Board of the First Command Education Foundation.

Sunday is a certified public accountant. She graduated from the University of Texas, Arlington, with a BBA in Accounting. Sunday then received her MBA from the University of Chicago Booth School of Business, where she serves as an Ambassador. Her studies focused on Economics and Finance, and she spent some time studying abroad in London and Hong Kong.

Sunday and her husband Chad live in Aledo, Texas. They have two children, Jude and Collier, and two dogs, Marley and Max.

James (Jim) Kim joined First Command Bank in 2018 as the executive vice president and head of consumer banking. Jim led the strategic initiatives to provide differentiated solutions for our client families with expanded call center hours, a new suite of credit cards, and a digital VA mortgage program to name a few. Jim was promoted to Bank President in 2020 and took on the role of President and CEO in October 2021 where he is responsible for leading the strategic vision of the bank to help fulfill the corporate vision of providing lifelong financial security for our Nation’s military families.

Jim was born in South Korea and grew up in Malaysia. When he was nine years old, Jim came to the United States. After graduating from high school, Jim entered the United States Military Academy at West Point, ultimately receiving a Bachelor of Science degree in Engineering. During his time at West Point, he was a varsity soccer player with All-Atlantic Conference honors. Upon graduation, Jim served in the U.S. Army Corps of Engineers as a second lieutenant with Airborne and Ranger qualifications. He served a combined 12 years on active and reserve duty as a platoon leader, executive officer and company commander. Jim separated from the United States Army as a major.

In 1992, Jim began his banking career with M&T Bank under the Management Development Program in Buffalo, New York. Jim spent 15 years with the company in the branch distribution, business banking and mortgage departments. During this time, he served as a branch manager, licensed dual employee and regional manager for both branch and business banking.

In 2007, Jim joined PNC Bank as a regional manager for the northeast market in the Bergen County area of New Jersey. After 3 years, his role expanded to include New York state, helping establish PNC’s first branches in New York City. This strategic initiative helped the company better serve the New Jersey commuter market. In 2010, he was promoted to EVP and market manager of Central New Jersey, where he oversaw 158 branches spanning 9 counties and managed 1,000 employees. In 2014, he moved to Washington, D.C, to take on the new role of EVP and market manager of greater Washington.

During his time at PNC, Jim was instrumental to helping the company hire and retain military veterans. In 2010, he represented their Retail Banking Group on the company’s Military Advisory Council. In the four years that followed, PNC increased the hiring of veterans exponentially and took active strides to support reservists and members of the National Guard during their deployment. As a result of the company’s initiative to support veterans, PNC Bank earned the 2014 Department of Defense Freedom Award from Secretary Chuck Hagel.

Kellie Richter joined First Command Financial Services in 2016 as the Chief Marketing Officer, bringing over 25 years of industry experience.

As Chief Marketing and Client Experience Officer, Kellie is responsible for leading the strategic direction of the company’s marketing, digital, and financial solutions efforts to drive growth, including brand development, communications, and market awareness. She also leads client service and support teams and designs new programs and systems to improve the client experience, deliver client value creation, and increase client satisfaction and retention.

Previously, Kellie spent seven years as the Chief Marketing Officer for Provasi Capital Partners, a Dallas-based investment company. During this time, she led their rebranding campaign and launched the firm’s first digital and thought leadership programs. Before that, Kellie served as the Senior Vice President of Marketing Strategy at AIG Retirement (formerly VALIC) & AIG Annuity, where she led all aspects of the branding initiatives that transformed AIG VALIC into AIG Retirement. Her career in financial services began in 1990 at Ameriprise Financial Services, and she eventually became the company’s Vice President of Products and Marketing.

A graduate of the University of St. Thomas with a Master of Business Communications degree and St. Cloud State University with a Bachelor of Arts degree, and has completed the Chief Marketing Officer Executive Program at Columbia Business School. Kellie holds FINRA Series 7, 24 and 63 securities registrations. She is a member of the Financial Services Institute, where she serves on the marketing, growth, and development committee. Earning extensive recognition for her work, she has received the Stevie Award for Executive Woman of the Year in Financial Services, as well as the American Express Chairman’s Award. She has also been a finalist for the American Marketing Association’s CMO of the Year Award.

An active member in the local and military communities, Kellie currently serves on the boards of United Way of Tarrant County, including the Women United Committee, and served for several years on the First Command Educational Foundation, an organization that provides financial readiness programs and scholarships for deserving service members. She has also served on the board of The Board Connection, an organization that prepares women for service on public boards and has coached clients of the Genesis Women’s Shelter in Dallas for job readiness. She also helps young marketing professionals develop their careers through Menttium, a global corporate mentoring organization.

Kellie and her husband Bob live in Fort Worth and have two sons.

Shawna Dover joined First Command Financial Services in August 2010, bringing more than 15 years of experience in Human Resources to her role.

As Senior Vice President of Human Resources and Leadership Development, Shawna is responsible for strategic leadership, employee experience, talent development, organization design and development, consulting, talent acquisition, human resources information systems and compensation and benefits. Shawna has previously held human resources positions in organizations across various industries including Lufthansa Services Group, Sky Chefs, Inc. and PricewaterhouseCoopers, LLC.

Shawna earned a Bachelor of Science degree in Human Resource Management from Western Governor’s University and completed the Advanced Human Resources Executive Program at the University of Michigan. She holds the Senior Professional in Human Resources designation through the Human Resources Certification Institute and has completed continuing education programs in leadership and organizational development through OD Network, as well as organizational change and strategy through Columbia Business School.

Shawna serves on the Human Resources Council of Financial Services Institute. She is a member of the Association for Talent Development and the Society for Human Resources Management. She is a certified facilitator in Team Emotional Intelligence through Ei World and Situational Leadership through the Center for Leadership Studies. She also holds a Group Benefits Associate designation through the International Foundation of Employee Benefit Plans.

A native Texan, Shawna enjoys spending time with her husband, Curt, their daughters, Jolie and Alyson, and their pets, a lab named Bella and their cat, Wyatt.

As the Senior Vice President, Chief Legal Officer and Corporate Secretary for First Command Financial Services, Eric serves as an essential member of the Executive Leadership Team overseeing the following teams under the Legal and Compliance Department: Legal, Compliance, Internal Audit, Enterprise Risk Management, Supervision and Surveillance. He is also responsible for supporting the First Command Board of Directors, including its Risk Management Committee and the Joint Audit and Risk Management Committee. Eric helps inform First Command’s government relations strategy by serving as the treasurer of First Command’s Political Action Committee. Eric leads the Legal and Compliance Department’s operational goals and budgeting process, and he oversees and supports all litigation, regulatory examinations, employment and commercial disputes, and issues involving Financial Advisors. 

Eric’s collaborative approach to counseling business partners has made him an integral part of the executive team. With an ever-changing regulatory environment and the need to find practical solutions to complex business and regulatory matters, his mantra is, “Let’s find ways to get to YES!” 

Prior to joining First Command, Eric practiced at the global law firm, Bryan Cave Leighton Paisner LLP. His practice focused on investment adviser and broker-dealer litigation, regulatory enforcement, internal investigations, and securities compliance matters. He represented broker-dealers, investment advisers, insurance companies, financial technology firms, and other market participants in complex, high stakes securities litigation, arbitration, examinations, investigations and enforcement proceedings involving the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority, and state securities agencies. 

Prior to joining Bryan Cave, Eric served as a senior legal executive at Avantax, a diversified wealth management company, for eight years. And before relocating to the Dallas-Fort Worth metroplex, Eric started his career as an assistant district attorney in New York City, where he investigated and prosecuted white-collar criminal cases. 

Eric earned his juris doctor from the Benjamin N. Cardozo School of Law, Yeshiva University in New York City and his undergraduate degree from The University of Vermont. He is a member of Phi Beta Kappa. 

In his free time, Eric enjoys coaching his son’s basketball and ice hockey teams, and watching his daughter excel in gymnastics and soccer. He escapes to Colorado with his family to go fly fishing during the summer, and to ski and snowboard in the winter.