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...

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...

Doug Johnson

Doug joined FSM September of 2008. Doug has been a financial consultant since 1988 and is an Investment Advisor Representative and tax preparer at Financial Security Management (an investment advisor firm registered with the U.S....

Sara Keith

Sara joined Financial Security Management, Inc. (an investment advisor firm registered with the U.S. Securities and Exchange Commission) in 2013. She has a passion for making a positive and meaningful difference in peoples' lives. Sara...

Kelli Wallace

Kelli joined the Financial Security Management, Inc. (an investment advisor firm registered with the U.S. Securities and Exchange Commission) team in 2014 after being a client at FSM since 2005. Kelli is an Investment Advisor...

Katie Lewis

Katie joined the team in 2017 after being a client of Financial Security Management, Inc. (an investment advisor firm registered with the U.S Securities and Exchange Commission) since 2012. She is an Investment Advisor Representative...

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 30 years. Lori is the Operations Manager and Chief Compliance Officer...

Rachael Hollingsworth

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

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,...

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...

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...

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...

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...