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 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 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 Earns Three 2018 Five Star Wealth Manager Awards

FAI Earns Three 2018 Five Star Wealth Manager Awards

2/16/2018 12:00:00 AM EST
a week ago

Columbia, Maryland – February 16, 2018 – FAI Wealth Management, a leading fee-only wealth management firm in the Baltimore-Washington region, announced that Five Star Professional has recognized ...

Seven Secrets to Easing Your Parents' Transition to Assisted Living

Seven Secrets to Easing Your Parents' Transition to Assisted Living

2/16/2018 12:00:00 AM EST
a week ago

Change is often difficult for people of all ages.  So it’s not surprising that seniors who are moving from their home into an assisted ...

Upcoming Events

Upcoming Events

Good Friday: Office Closed

Good Friday: Office Closed

3/30/2018 12:00:00 AM EDT
The FAI Office will be closed in observance for Good ...

The Color of the Year

The Color of the Year

4/12/2018 8:00:00 AM EDT
April Force Pardoe Interiors presents The Colors of the Year ...