Client Service Manager

As the Client Service Manager, Beth handles client requests for account changes, money transfers, and distributions. She is the chief liason between FAI and our custodian.  Beth schedules client meetings and trains new clients on the company's online portal for their account information.  She also assists clients with estate administration and distribution needs.

Beth earned the  Registered ParaplannerSM designation through the College of Financial Planning in 2009 and has completed advanced course work in accounting. Prior to joining FAI in 2005, Beth gained office operations and accounting experience working for several Columbia area firms.

Recent News

Recent News

How to Have Tough Conversations with Your Aging Loved Ones

How to Have Tough Conversations with Your Aging Loved Ones

10/22/2017 12:00:00 AM EDT
yesterday

There are many conversations that we enjoy having with our parents—sharing news about a promotion or the impending birth of a new grandchild, for ...

Lyn Dippel, President & CEO of FAI Wealth Management, Wins SmartCEO’s Baltimore Brava Award

Lyn Dippel, President & CEO of FAI Wealth Management, Wins SmartCEO’s Baltimore Brava Award

10/17/2017 12:00:00 AM EDT
6 days ago

Upcoming Events

Upcoming Events

Anirban After Dark

Anirban After Dark

10/25/2017 7:00:00 PM EDT
FAI Wealth Management & Davis, Agnor, Rapaport & Skalny present Anirban After ...

Dessert & Discussion: Long-Term Care

Dessert & Discussion: Long-Term Care

11/2/2017 7:00:00 PM EDT
Please join us for Dessert and Discussion on Long Term ...