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

Clandestine Cache

Clandestine Cache

9/18/2018 12:00:00 AM EDT
17 hours ago

At times I’ve wondered where the line should be between openness with my spouse about my finances versus providing only what’s necessary to ...

Webinar: Are Your Aging Parents Aging You?

Webinar: Are Your Aging Parents Aging You?

9/6/2018 12:00:00 AM EDT
a week ago

Join our panel of professionals for an interactive discussion pertaining to caring for aging parents including:
• Financial guardianship
• Estate planning
• Proactive support

Webinar participants will ...

Upcoming Events

Upcoming Events

Webinar: Are Your Aging Parents Aging You?

Webinar: Are Your Aging Parents Aging You?

10/4/2018 11:00:00 AM EDT
Webinar: Join our panel of professionals for an interactive discussion ...

FAI's Open House

FAI's Open House

10/10/2018 4:00:00 PM EDT
Join us at FAI for our Open House this fall ...