OUR TEAM
When it comes to sound financial strategy, longevity matters. FMI professionals have been helping clients maximize opportunities and navigate challenges for years. Get to know our team.
Harold F. Grubbs, RFC, AIFA®, PPC®
President
Read Bio
Jessica Wallace, AIFA®, IACCP®
Vice President/Chief Compliance Officer/Chief Operating Officer
Read Bio
John B. Robinson, MS, CFP®, CQF, AIF®
Investment Adviser Representative
Read Bio
Jamie Stockton, CFA
Chief Investment Officer
Read Bio
Spencer T. Smith, MSF, AIF®
Senior Analyst
Read Bio
