Full Name
Mark Steffe
Job Title
President & CEO
Company
First Command Financial Services
Speaker Bio
President and CEO Mark Steffe brings more than three decades of experience in the financial services industry and a leadership style grounded in authenticity, clarity and service to First Command.
Mark joined the company as a senior vice president and chief of staff of advisor operations in 2010. In his subsequent roles as senior vice president, director of advisor operations for the Midwest Division and executive vice president, national director of advisor operations, Mark helped build strong, collaborative relationships between Advisors, company leaders and key support teams. His accomplishments and proven leadership led to his promotion to president in 2017 and expanded COO responsibilities in 2018.
In early 2020, he was appointed CEO and led the company through the COVID-19 pandemic with poise, transparency, and care, prioritizing workforce stability and client continuity. Since then, Mark has ushered First Command through strategic transformation, reinforcing its mission while evolving its structure. He is proud of the organization’s growth, inclusive culture, and cross-functional collaboration.
Mark began his career in financial services in 1991, advancing through leadership roles in sales, strategy, operations, and advisor development. Raised in a working-class family, he carries deep respect for the values held by hard-working Americans, which fuels his devotion to supporting military families through financial empowerment.
Leading with integrity, Mark is a builder driven to set the tone for what’s possible. Under his leadership, First Command, through its subsidiaries, maintains more than $45.5 billion in managed accounts and mutual funds, with more than $70 billion in life insurance coverage in force. Additionally, First Command Bank holds more than $1 billion in total assets. He currently serves on the First Command Financial Services board, the First Command Bank board, and the board of the Financial Services Institute.
Mark graduated with high honors from the University of Illinois, earning a Bachelor of Science in Finance. He holds Series 7, 8, 23, 63 and 65 securities registrations and completed the Harvard University Advanced Management Program in 2015.
He lives in Texas with his wife and is the proud father of five children, cherishing every opportunity to make memories with them.
Mark joined the company as a senior vice president and chief of staff of advisor operations in 2010. In his subsequent roles as senior vice president, director of advisor operations for the Midwest Division and executive vice president, national director of advisor operations, Mark helped build strong, collaborative relationships between Advisors, company leaders and key support teams. His accomplishments and proven leadership led to his promotion to president in 2017 and expanded COO responsibilities in 2018.
In early 2020, he was appointed CEO and led the company through the COVID-19 pandemic with poise, transparency, and care, prioritizing workforce stability and client continuity. Since then, Mark has ushered First Command through strategic transformation, reinforcing its mission while evolving its structure. He is proud of the organization’s growth, inclusive culture, and cross-functional collaboration.
Mark began his career in financial services in 1991, advancing through leadership roles in sales, strategy, operations, and advisor development. Raised in a working-class family, he carries deep respect for the values held by hard-working Americans, which fuels his devotion to supporting military families through financial empowerment.
Leading with integrity, Mark is a builder driven to set the tone for what’s possible. Under his leadership, First Command, through its subsidiaries, maintains more than $45.5 billion in managed accounts and mutual funds, with more than $70 billion in life insurance coverage in force. Additionally, First Command Bank holds more than $1 billion in total assets. He currently serves on the First Command Financial Services board, the First Command Bank board, and the board of the Financial Services Institute.
Mark graduated with high honors from the University of Illinois, earning a Bachelor of Science in Finance. He holds Series 7, 8, 23, 63 and 65 securities registrations and completed the Harvard University Advanced Management Program in 2015.
He lives in Texas with his wife and is the proud father of five children, cherishing every opportunity to make memories with them.
Speaking At
