Terry Fergus, CPA, PFS

Principal


Mr. Fergus has more than 35 years of experience serving the financial needs of a broad array of clients. His specialties include insurance consulting; executive compensation; financial, estate and retirement planning; and qualified and nonqualified retirement plans. He served for many years as a tax partner in the Cleveland office of the accounting firm KPMG LLP, where he also served as partner in charge of the Personal Financial Planning practice for Northeast Ohio. In addition, he served on the firm’s Innovation Strategies Committee and was the firm’s national director of Career Transition Services and Insurance Consulting Services. He frequently lectures to boards of directors, corporate executives and professional groups, and he has been quoted in scores of local, regional and national publications, including the New York Times, Washington Post, Financial Times and the Chicago Tribune.

Dave Lightner,
CPA, CFP ©

Principal


Mr. Lightner has more than 30 years of experience in financial planning, tax strategy and investment advice for financially successful families and individuals. For much of that time, he served as a senior wealth advisory consultant at MAI Wealth Advisors, a prominent firm catering to the family office needs of successful professional athletes. Over the years, he has assembled a global network of colleagues and financial consultants who help him serve clients with highly specialized needs. His insights about the financial side of professional sports have been quoted in a number of publications, including Golf Digest. He holds a bachelor’s degree in finance and economics from Ashland College.

Jen Rasmussen, Esq.

Chief Operating Officer


As a senior member of the high wealth family practice, Ms. Rasmussen primarily concentrates on financial, estate and retirement planning and executive compensation consulting work. Ms. Rasmussen has a B.A. from Saint Mary’s College, Notre Dame, Indiana. She graduated from Tulane University School of Law, New Orleans, Louisiana and was admitted to the Ohio Bar in November of 2001. Prior to joining FSM Capital Management, LLC, she worked as a tax consultant in KPMG’s Compensation and Benefit Group. She is a member of the the Ohio State Bar Association.