FAI Team

For us, it’s personal.

FAI is focused on helping you master life’s transitions by planning for its uncertainties, protecting your wealth, and making the most of your assets. We were founded in 1987 by J. Michael Martin, JD, and since then, we continue strive to deliver world-class service in a comfortable, welcoming environment that’s based on respect and concern for our clients. Creating thoughtful strategies that are designed to deliver financial security and blending them with the best client support available sets us apart from others in our industry. When you become part of the FAI family, you have a compassionate partner you can trust for sound financial advice, today and for the future.

We’re a member in good standing with the National Association of Personal Financial Advisors and the Financial Planning Association.  Our wealth managers are highly-credentialed, holding advanced academic degrees, Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), and Certified Financial Planner (CFP®) designations. As our client, you’ll benefit from the full complement of resources and expertise from everyone on the FAI team. Together, we collaborate, plan, and strategize on your behalf. 

Meet our team of professionals and learn more about our inspired financial solutions that address every season of your life.

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

The SECURE Act --Tips to Help You Decipher the Fine Print

The SECURE Act --Tips to Help You Decipher the Fine Print

1/18/2020 12:00:00 AM EST
6 days ago

On December 20, 2019, the President signed the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) into law.  The passage has ...

Q4 2019 Investment Commentary Webinar

Q4 2019 Investment Commentary Webinar

1/11/2020 12:00:00 AM EST
a week ago

January 30, 2020 | 11am

Presidential Elections – Fear Is Significantly More Than Market Impact 

Curt Gross, Chief Investment Officer, will be hosting a webinar at the ...

Upcoming Events

Upcoming Events

Q4 2019 - Quarterly Commentary & Webinar

Q4 2019 - Quarterly Commentary & Webinar

1/30/2020 11:00:00 AM EST

Memorial Day: Office Closed

Memorial Day: Office Closed

5/25/2020 12:00:00 AM EDT
The FAI Office will be closed on Memorial Day.