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

Jamie Keese

Jamie Keese

Recent News

Recent News

Why Preparing for the Unexpected Death of Your Spouse is a Good Idea

Why Preparing for the Unexpected Death of Your Spouse is a Good Idea

3/8/2020 12:00:00 AM EST
2 weeks ago

The passing of a spouse is one of life’s most devastating events.

Intense grief often leads to indecision and confusion when dealing with the ...

Seven Things You Should Know about Disability Insurance

Seven Things You Should Know about Disability Insurance

3/4/2020 12:00:00 AM EST
3 weeks ago

What would happen if you were unable to work for an extended period of time?

The chance of missing months or years of work due ...

Upcoming Events

Upcoming Events

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.

Labor Day: Office Closed

Labor Day: Office Closed

9/7/2020 12:00:00 AM EDT