Jeffrey Larkin
Chief Executive Officer
Jeffrey was one of the founding members of Financial Security Management, Inc. in October of 1995. Jeffrey was drawn to the challenges that come with navigating tax code, but mostly he loves creating relationships with his clients based in trust and support. As his clients’ needs expanded beyond tax planning, Jeffrey branched out with them, broadening the scope of FSM’s offerings to include investment management services. Jeffrey set out almost thirty years ago with the goal to build a financial firm rooted in integrity, service, and impact. His primary goal is to walk alongside his clients as a trusted partner and educated mentor in their financial journey.
Education
BS in Accounting from UNC
Interests
Lacrosse
Travel
Exercise
Core Values
Impact
Family
Integrity
About Jeffrey
Family First. Jeffrey would do anything for his family and he's extremely proud of each one of them. The whole Larkin family demonstrates their passion for teaching and serving others (and animals!) professionally and personally every day. Between the six of them, they love and care for five pups - Maverick, Goose, Oden, Rooster, and Geo. And when their vacation schedules overlap, you'll likely to find them in line for Guardians of the Galaxy ride in Disneyland.
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Jeffrey’s work ethic, competitive nature, and drive to help people make him the guy you want in your corner, whether it’s preparing your taxes, managing your investments, or out on the lacrosse field! He loves helping young men become great men by being a good mentor to the team he coaches. He does the same for the team at FSM and for his clients.
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Committed to making a positive impact, he creates the space to answer questions, check in on his team, and give a kind word. That level of kindness, supported by a balance between hard work and genuine care, is felt by all who work alongside him.
