Fmsa

Reid Pierson is a Series 65-licensed advisor with FMSA in Conroe, TX, and has two years of industry experience. He previously worked at World Financial Group, Inc. and has provided accounting and bookkeeping services on a contract basis for a nonprofit Baptist church. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and offers discretionary portfolio management and comprehensive financial planning across a broad range of securities and products.

Hector Valdez is a financial advisor at FMSA with one year of industry experience. He holds a Series 65 designation and has prior work history with HSO, SAGlobal, and XAPT Corporation. Outside of his advisory role, he serves as CEO of Aetherworks Inc, a company focused on carbon capture technology. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and offers discretionary portfolio management and comprehensive financial planning across a broad range of securities and products.

Bradford Smith is a CFA® charterholder currently with FMSA, bringing experience from several prior roles including Northwestern Mutual, Sierra Global Management, and Wilmington Trust. He also provides insurance-related services as part of his comprehensive financial planning. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and offers discretionary portfolio management across a broad range of securities and products.

Terrell Holman is a financial advisor at FMSA with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Issachar Capital Group, Change Path, Horter Investment Management, and Five Rivers Conservation Group. He is also the owner and agent of Holman Financial Solutions, LLC, where he engages in tax reduction strategies and raising capital for real estate development. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and provides discretionary portfolio management alongside comprehensive financial planning.

Maurice Clarke is a financial advisor at FMSA with a Series 65 license and no prior industry experience. Before joining FMSA, he worked at Health Compass Consulting, focusing on employee benefits consulting and management, and has held roles as an insurance advisor providing life insurance solutions and handling property and casualty claims. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a research-driven investment approach centered on company financials and SEC filings, offering discretionary portfolio management and comprehensive financial planning across a wide range of securities and products.

Michael Mcclimon is a financial advisor at FMSA with 29 years of industry experience. He holds a Series 63 designation and has previously worked at GWN Securities Inc. Mcclimon also owns and operates a tax services business that prepares tax returns and assists with FAFSA applications for college students. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension plans, municipalities, and trusts. The firm provides discretionary portfolio management and financial planning using a fundamental, research-driven investment approach.

Brandon Varisco is a financial advisor at FMSA with 17 years of industry experience. He holds a Series 65 designation and has worked at FMSA since 2017. Prior to that, he was with Oxford Asset Management for nine years and also operates the Brandon Varisco Insurance Agency. He is licensed to sell life and health insurance products. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension plans, municipalities, and trust programs. The firm provides discretionary portfolio management and comprehensive financial planning, following a fundamental, research-driven investment approach that emphasizes company financials and SEC filings.

Jacques Sonnier is a financial advisor at FMSA with two years of industry experience. He holds a Series 65 designation and is based in Delray Beach, Florida. Prior to his advisory role, he has been a student since 2009. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension and profit-sharing plans, municipalities, and trust programs. The firm provides discretionary portfolio management and comprehensive financial planning, following a fundamental, research-driven investment approach focused on company financials and SEC filings.

David Vela is a financial advisor at FMSA with 23 years of industry experience. He has been with FMSA since 2011 and holds a Series 63 designation. Outside of his advisory role, he is a partner in a property management business. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension plans, municipalities, and trust programs. The firm uses a fundamental, research-driven investment approach and offers discretionary portfolio management and comprehensive financial planning across a broad range of securities and products.

David Varisco is a financial advisor at FMSA with 23 years of industry experience. He holds a Series 66 designation and has worked at FMSA since 2017, following an 11-year tenure at Oxford Asset Management. In addition to his advisory work, he owns MobileMyApp.com, a web-based mobile website generator company, and performs as a drummer with other musicians. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, corporate pension and profit-sharing plans, municipalities, and trust programs. The firm offers discretionary portfolio management and comprehensive financial planning using a fundamental, research-driven investment approach focused on company financials and SEC filings.

Jacob Couch is a financial advisor with FMSA based in Grand Junction, CO. He holds a Series 65 designation and has been working in the financial industry since 2025. Prior to joining FMSA, he was the owner and principal broker at Porchlight Life & Legacy LLC, a fixed insurance business. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension plans, municipalities, and trust programs. The firm uses a fundamental, research-driven investment approach and provides discretionary portfolio management and comprehensive financial planning across a broad range of securities and products.

Dynah Sistrunk is a Series 65-licensed advisor at FMSA with one year of industry experience. Her prior work includes roles in healthcare and retail sectors. She is also a self-employed independent insurance agent specializing in fixed insurance sales for risk management purposes. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and offers discretionary portfolio management alongside comprehensive financial planning.

Victoria Dickerson is a financial advisor at FMSA with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including LSA Securities LLC, Allstate Insurance Company, and N.I.S. Financial Services, Inc. In addition to her advisory role, she sells fixed insurance products as an agent. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and provides discretionary portfolio management and comprehensive financial planning.

Michael Sloan is a financial advisor with FMSA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Portfolio Medics, Elite Investment Team, and Brookstone Capital Management. Outside of advising, he works as an independent insurance agent and is involved with Legalshield, selling personal and small business legal plans. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and provides discretionary portfolio management and comprehensive financial planning across a variety of securities and products.

Victor Sonnier is a financial advisor at FMSA with 23 years of industry experience. He has been with FMSA since 2004 and holds a Series 65 designation. Outside of his advisory role, Sonnier is involved in independent insurance sales and owns a self-serve car wash business. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and offers discretionary portfolio management and comprehensive financial planning across a range of securities and products.