First Security Investment Management, Inc.

Timothy Coon is a financial advisor at First Security Investment Management, Inc. He holds a Series 65 designation and has over 18 years of industry experience, including 18 years at Forest Hill Capital, LLC and one year at Financial Management, Inc. He is based in Little Rock, AR. First Security Investment Management, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, non-profit organizations, and businesses. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory and academic quantitative research, using mutual funds, ETFs, and select individual securities or alternative investments.

John Robinson III is a CFP® professional with 39 years of industry experience, currently with First Security Investment Management, Inc. He has held roles at Barefoot Consultants and the University of Arkansas for Medical Sciences. In addition to his financial advisory work, Robinson provides life transitions coaching for clients considering retirement or international relocation through Barefoot Consultants. First Security Investment Management, Inc. delivers investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, non-profits, and businesses. The firm’s investment strategy is grounded in Modern Portfolio Theory and academic research, with an emphasis on strategic asset allocation implemented primarily through mutual funds and ETFs.

Harold Grubbs is a financial advisor with First Security Investment Management, Inc. in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Financial Management INC since 1986. Outside of advising, he is involved with Brush Mountain Construction, a business that sells air purification products. First Security Investment Management, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, nonprofits, and businesses. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory and academic research, offering discretionary and non-discretionary portfolio management using mutual funds, ETFs, and occasionally individual securities or alternatives.

Jessica Wallace is a financial advisor with First Security Investment Management, Inc. She holds a Series 65 designation and has 9 years of industry experience. She has been associated with Financial Management, Inc. since 2007. Outside of advising, Wallace owns and manages Wallace Tile, LLC, a tile design and installation business. First Security Investment Management, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, non-profits, and businesses. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory and academic research, utilizing mutual funds, ETFs, and individual securities as appropriate.

Stephen Goetze is a financial advisor at First Security Investment Management, Inc. He holds Series 63 and Series 65 designations and has one year of industry experience. His prior work includes positions at Financial Management, Inc., Crews & Associates, Inc., Ernst and Young, and multiple roles at the University of Arkansas. First Security Investment Management, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, non-profit organizations, and businesses. The firm’s investment approach emphasizes strategic asset allocation based on Modern Portfolio Theory and academic quantitative research, with implementation through mutual funds, ETFs, and selective individual securities or alternative investments.

Spencer Smith is a financial advisor at First Security Investment Management, Inc. He holds a Series 65 designation and has one year of industry experience. His prior work includes positions at Financial Management, Inc., the University of Oklahoma, and Crews & Associates, Inc. Outside of finance, he managed Smith Lawn Care, LLC for seven years. First Security Investment Management, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, nonprofits, and businesses. The firm’s investment approach is based on strategic asset allocation informed by Modern Portfolio Theory and academic research, utilizing mutual funds, ETFs, and individualized consideration of securities and alternatives.

Joseph Perrone is a CFA® charterholder working with First Security Investment Management, Inc. He has over 24 years of industry experience, including a long tenure at Forest Hill Capital before joining Financial Management, Inc. in 2026. First Security Investment Management, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, non-profits, and businesses. The firm’s investment approach focuses on strategic asset allocation based on Modern Portfolio Theory and academic research, typically employing mutual funds and ETFs alongside individual securities or alternatives as appropriate.

James Stockton Jr. is a CFA® charterholder with 15 years of experience in financial services. He is currently with First Security Investment Management, Inc. and previously worked at Forest Hill Capital and Wells Fargo Securities, LLC. First Security Investment Management, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, non-profit organizations, and businesses. The firm’s investment approach is based on strategic asset allocation informed by Modern Portfolio Theory and academic quantitative research, utilizing mutual funds, ETFs, and selective individual securities or alternative investments.