Financial Security Management, Inc

Douglas Johnson is a financial advisor with Financial Security Management, Inc., holding Series 63 and Series 65 designations and 36 years of industry experience. He has worked at Financial Security Management since 2008 and previously spent nine years at National Planning Corporation. In addition to his advisory role, he provides tax preparation services directly to clients. Financial Security Management, Inc. serves individuals, high-net-worth clients, estates, trusts, and retirement plans, managing approximately $611.5 million in assets. The firm offers investment management, financial planning, retirement plan advisory, and legacy management services, using asset-allocation strategies based on modern portfolio theory.

Ian Sallee is a financial advisor at Financial Security Management, Inc. He holds a Series 65 designation and has one year of experience in the industry. Prior to joining Financial Security Management, he worked in various roles including positions at APEX Recreation District and Home Depot. Financial Security Management, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, estates, trusts, and retirement plans. The firm manages approximately $611.5 million in client assets and employs asset-allocation strategies informed by modern portfolio theory, offering both discretionary and non-discretionary portfolio management alongside retirement-plan consulting and participant education.

Roxanne Dillon is a Series 65-licensed financial advisor with Financial Security Management, Inc. She has one year of industry experience and previously worked for the City and County of Denver and the YMCA of San Diego. Financial Security Management, Inc. serves individuals, high-net-worth clients, estates, trusts, and retirement plans, managing approximately $611.5 million in assets. The firm employs asset-allocation strategies based on modern portfolio theory and offers a range of services including portfolio management, retirement plan consulting, participant education, and legacy management.

Kelli Wallace is a financial advisor with Financial Security Management, Inc. in Lakewood, CO, holding Series 63 and Series 66 credentials and with 17 years of industry experience. She previously worked at National Planning Corporation from 2014 to 2017 and has been with Financial Security Management since 2014. Outside of advising, she provides tax preparation services and participates in a medical clinical trial organization in Aurora, CO. Financial Security Management, Inc. serves individuals, high-net-worth clients, estates, trusts, and retirement plans, managing approximately $611.5 million in assets. The firm offers investment management and financial planning with strategies based on modern portfolio theory, alongside retirement plan consulting and participant education.

Kemper Baum is a financial advisor with Financial Security Management, Inc., holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Financial Security Management, he worked at The Wealth Conservancy, Elevations Credit Union, and First Corked, LLC, and served six years in the US Navy. Financial Security Management, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, estates, trusts, and retirement plans. The firm employs asset-allocation strategies based on modern portfolio theory and offers both discretionary and non-discretionary portfolio management along with a range of ancillary services.

Jeffrey Larkin is a financial advisor with Financial Security Management, Inc. in Lakewood, CO, holding a Series 63 designation and 32 years of industry experience. He has worked at Financial Security Management since 1995 and previously spent 18 years with National Planning Corporation. Outside of his advisory role, he serves as an assistant coach for the Green Mountain High School boys lacrosse team. Financial Security Management, Inc. provides investment management, financial planning, retirement plan advisory, and consulting services to individuals, high-net-worth clients, estates, trusts, and retirement plans. The firm employs asset-allocation strategies based on modern portfolio theory and offers discretionary and non-discretionary portfolio management alongside tax preparation, bookkeeping, and insurance services.

Adam Williams is a financial advisor at Financial Security Management, Inc. with a Series 65 credential and two years of industry experience. Prior to joining Financial Security Management, he worked for Colfax Cruisers for eight years. Outside of his advisory role, he is involved with Sip and Spoke, a bicycle and coffee shop in Denver, where he handles purchasing operations. Financial Security Management, Inc. serves individuals, high-net-worth clients, estates, trusts, and retirement plans, managing approximately $611.5 million in client assets. The firm offers investment management, financial planning, and retirement plan consulting, using asset-allocation strategies based on modern portfolio theory and providing both discretionary and non-discretionary portfolio services.

Sara Keith is a Series 66-licensed financial advisor with Financial Security Management, Inc. in Lakewood, CO, where she has worked for 13 years. Prior to that, she was affiliated with National Planning Corporation for four years. She also spends part of her time preparing tax returns. Financial Security Management, Inc. serves individuals, high-net-worth clients, estates, trusts, and retirement plans, offering investment management, financial planning, and retirement plan advisory services. The firm uses asset-allocation strategies based on modern portfolio theory, providing both discretionary and non-discretionary portfolio management along with retirement plan consulting and participant education.