FAI-About Us

You’ll always feel like our most important client because you are.

You’re unique, and so are your circumstances and your goals for tomorrow. At FAI Wealth Management, we think your financial strategies should be as distinctive as you are. We also recognize that the essence of a wealthy life isn’t merely about financial achievement. It’s also about who you are beyond the numbers—your values, interests, and concerns. Addressing the picture of your life in its entirety and the future you envision, we work with you to formulate a specific, practical plan that provides stability, prosperity, and peace of mind.  To deliver this level of financial confidence, we work with you in two main areas, each related to an aspect of our whole-life approach to wealth management: financial planning and investment management.

We’re with you all the way.

Since we opened our doors in 1987, FAI has integrated world-class investment philosophies with highly personalized financial planning that takes into account each client’s life story. Our financial perspective is presented in a friendly, down-to-earth manner that inspires trust and confidence. We are good listeners and we vow to always treat you the same way we’d want to be treated ourselves. This deep client commitment has translated into enduring relationships, many of which span decades. And while we’re proud of our combined 150+ years of experience in financial planning and wealth management, we’re even more fulfilled by the hundreds of families we serve.

As an FAI client, you’ll work with a dedicated team that includes a senior advisor, associate advisor, and a client service representative, providing you with trusted, experienced counsel and continuity in your service. Together, we’ll design a integrated financial approach that adapts to every season of your life.

 

Meet Our Team:

Lyn Dippel

Lyn Dippel

Curtis Gross

Curtis Gross

Drew Smith

Drew Smith

Mark Stinson

Mark Stinson

Wayne Patterson

Wayne Patterson

Benjamin Yeung

Benjamin Yeung

Skyler Hutcheson

Skyler Hutcheson

Zachary Shirilla

Zachary Shirilla

Raquel Tennant

Raquel Tennant

Beth Trollinger

Beth Trollinger

Diana Schneider

Diana Schneider

Erin Burr

Erin Burr

Recent News

Recent News

Financial Planning for Female Breadwinners: What They Need Most from Their Advisors

Financial Planning for Female Breadwinners: What They Need Most from Their Advisors

11/20/2019 12:00:00 AM EST
yesterday

More and more women are finding themselves in the role of the family CFO.

It used to be that men bore most of the responsibility ...

Why Affluent Women Still Worry about Money

Why Affluent Women Still Worry about Money

11/19/2019 12:00:00 AM EST
2 days ago

How much money would you need to feel financially secure?  

Three million? Five million? While you might think financial worries stop once you reach a ...

Upcoming Events

Upcoming Events

Thanksgiving: Office Closed

Thanksgiving: Office Closed

11/28/2019 12:00:00 AM EST
FAI's Office is closed due to the Thanksgiving holiday.

Christmas Eve: Office is Closed

Christmas Eve: Office is Closed

12/24/2019 12:00:00 AM EST
FAI's office will be closed on Monday, December 24th ...