Beth Trollinger, FPQP™

Client Service Manager

As the Client Service Manager, Beth handles client requests for account changes, money transfers, and distributions. She is the chief liaison 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 Financial Paraplanner Qualified ProfessionalTM 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

FAI 2019 First Quarter Investment Commentary Webinar

FAI 2019 First Quarter Investment Commentary Webinar

2/25/2019 12:00:00 AM EST
3 weeks ago
Curt Gross, Chief of Investments Officer, will be hosting a webinar at the end of each quarter to review his Quarterly Investment Commentary and answer ...

Is An Accessory Dwelling Unit Right for Your Aging Parents?

Is An Accessory Dwelling Unit Right for Your Aging Parents?

2/22/2019 12:00:00 AM EST
3 weeks ago

Assisted living in your own back yard?

Ninety percent of seniors say they’d prefer to stay in their homes and age in place. But ...

Upcoming Events

Upcoming Events

Good Friday: FAI Office Closed

Good Friday: FAI Office Closed

4/19/2019 12:00:00 AM EDT
FAI's Office will be closed in observance for Good ...

FAI's Quarterly Investment Review Webinar

FAI's Quarterly Investment Review Webinar

4/25/2019 11:00:00 AM EDT
Curt Gross, FAI's Chief Investment Officer, will be going ...