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

FAI 2019 First Quarter Investment Commentary Webinar

FAI 2019 First Quarter Investment Commentary Webinar

2/25/2019 12:00:00 AM EST
3 weeks ago
Curt Gross, Chief of Investments Officer, will be hosting a webinar at the end of each quarter to review his Quarterly Investment Commentary and answer ...

Is An Accessory Dwelling Unit Right for Your Aging Parents?

Is An Accessory Dwelling Unit Right for Your Aging Parents?

2/22/2019 12:00:00 AM EST
3 weeks ago

Assisted living in your own back yard?

Ninety percent of seniors say they’d prefer to stay in their homes and age in place. But ...

Upcoming Events

Upcoming Events

Good Friday: FAI Office Closed

Good Friday: FAI Office Closed

4/19/2019 12:00:00 AM EDT
FAI's Office will be closed in observance for Good ...

FAI's Quarterly Investment Review Webinar

FAI's Quarterly Investment Review Webinar

4/25/2019 11:00:00 AM EDT
Curt Gross, FAI's Chief Investment Officer, will be going ...