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 L. Wallace, AIF®
Chief Compliance Officer
Read Bio

Patrick B. Goolsby, MBA, MS
Business Analyst
Read Bio

John B. Robinson, MS, CFP®, CQF, AIF®
Investment Adviser Representative
Read Bio