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

Beth Trollinger

Beth Trollinger

Diana Schneider

Diana Schneider

Gabriella Colarusso

Gabriella Colarusso

Recent News

Recent News

The Importance of Advance Healthcare Directives and How to Discuss Them

The Importance of Advance Healthcare Directives and How to Discuss Them

11/7/2018 12:00:00 AM EST
2 weeks ago
 

Each month we’ll spotlight one chapter from our 3-part eBook series,  "Caring for Our Aging Parents".  

This Month's Focus is taken from eBook ...

FAI Presents: Prenuptial Agreements: A Smart Move for Savvy Women

FAI Presents: Prenuptial Agreements: A Smart Move for Savvy Women

11/7/2018 12:00:00 AM EST
2 weeks ago

When you hear the word “prenup,” what comes to mind? If you’re like many people, you might picture a wealthy older man about to ...

Upcoming Events

Upcoming Events

Thanksgiving: Office Closed

Thanksgiving: Office Closed

11/22/2018 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

12/24/2018 12:00:00 AM EST
FAI's office will be closed on Monday, December 24th ...