The FSM Team

Jeff Larkin

Jeffrey, an owner of Financial Security Management, Inc. (an investment advisor firm registered with the U.S. Securities and Exchange Commission), has been a driving force in growing and shaping our organization since joining the firm...
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Roy Gibson

Roy has been a practicing financial planner since 1994. He is one of the owners of Financial Security Management, Inc. (an investment advisor firm registered with the U.S. Securities and Exchange Commission) since 1995. He received the...

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Doug Johnson

Doug joined FSM September of 2008. Doug has been a financial consultant since 1988 and is a representative with Financial Security Management (an investment advisor firm registered with the U.S. Securities and Exchange Commission)...

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Sara Keith

Sara joined Financial Security Management, Inc. in 2013. She has a passion for making a positive and meaningful difference in peoples' lives. Sara embraces an enthusiasm to help clients achieve their financial goals. She translates her...

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Kelli Wallace

Kelli joined the Financial Security Management, Inc. team in 2014 after being a client at FSM since 2005. Kelli is an Investment Advisor Representative, as well as a tax preparer. She has both the Series 7 and 66 licenses and is a...

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Katie Lewis

Katie joined the team in 2017 after being a client of FSM since 2012. She is an Investment Advisor Representative and tax professional. She holds two Bachelor’s Degrees from North Carolina State University, in Spanish and Public...

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Lori Miller

Lori joined Financial Security Management, Inc. in 2008. She has worked in the financial industry as well as the property/casualty and life insurance sector for over 25 years. Lori is a Financial Assistant for Financial Security...

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Rachael Hollingsworth

Rachael joined the FSM team in the fall of 2013 as a Financial Assistant. She primarily works with Roy, Doug, and helps with FSM’s financial processing. 

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Caitlin Olliff

Caitlin joined the FSM team in October of 2016. After being a front desk assistant, she is now a financial assistant. Caitlin will also be helping prepare taxes. Caitlin earned her Bachelor’s degree in Psychology from the...
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Susan East

Susan joined the FSM team in the winter of 2012. She is an Administrative Associate, working primarily at the front desk. She earned a B.A. in Anthropology with an emphasis in archaeology from CSU in Fort Collins in 2009. Susan now...
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Karen Swanson

Karen joined the FSM team in the fall of 2008. She is our Receptionist, Administrative Assistant, and Office Manager. Karen lives in Lakewood with her husband Ken. They enjoy spending time with their two daughters, Margo and Sierra,...
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Annie Shans

Annie joined Financial Security Management in September of 2008 as an Administrative Assistant. She began training for tax preparation in the summer of 2010 and working behind the scenes during the 2011 tax season. She is currently...

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Andy Palan

Andy joined Financial Security Management, Inc. in 2008. He has been a specialist in tax preparation since 1978. Andy earned his Enrolled Agent designation in 1986, which allows him to practice before the Internal Revenue Service. He...
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Claire Beland

Claire has been doing QuickBooks Accounting and Payroll for FSM and their clients since 2011. After graduating from Albion College in Michigan, and moving to Colorado in 1984, she worked as a staff analyst for both the Federal Reserve...

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Doug Everhart

Doug joined the FSM team in the fall of 2016. He is a registered tax preparer and has a master's degree from Colorado School of Mines. Since 2011 Doug has been doing tax preparation in a busy Durango tax office. He enjoys working...
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Patrick Waldron

Pat started his real estate career in 2002 after working as a pilot for United Airlines. The events of 9/11 changed things for Patrick, and after earning his real estate license, he worked for Re/Max Horizons for seven years. Patrick...

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Stephanie Eichenauer

Stephanie joined Financial Security Realty in January of 2015 as the Transaction Coordinator and assistant to Patrick Waldron. Stephanie brings 10 years of experience and expertise in the Property Management field as a Leasing Agent...

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Check the background of these investment professionals on FINRA's BrokerCheck