Keith Tatlock CFP® ’04 and his agency, Command Wealth Management (CWM), are celebrating a milestone of one year of operation. Tatlock founded CWM in 2020 with the goal of independent service to clients. The agency is an independently operated financial services firm that helps clients create retirement strategies using insurance and investment products to customize their needs.
Based in East Longmeadow, CWM serves all individuals seeking financial advice but specializes in serving military members and veterans. The agency’s goal is to help clients achieve their financial goals through intentional planning. Plans are developed in three major areas: retirement, insurance, and investment.
Tatlock graduated from Westfield State University with a bachelor’s degree in Business Administration. He served in the US Air National Guard and was an Aircraft Maintenance Officer in the USAF. In 2019, Keith retired as the Maintenance Squadron Commander in the 104th Fighter Wing, with the rank of Major. He is a Certified Financial Planner™ or CFP® professional. The elite CFP® certification represents a high level of competency, ethics, and professionalism.
Read more here.