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Providing Highly Personalized Guidance Since 1987

We’re committed to excellence. In addition to the rigorous standards of conduct we adhere to as fiduciaries, FAI’s professional team members maintain industry-recognized accreditations that reinforce our commitment to the highest levels of knowledge, integrity and service. Similar to the CPA credential in accounting, the CFP® and CFA serve as the gold standard for wealth managers. Our staff includes both CFP® and CFA professionals, as well as MBAs, CPAs, and former directors of research at investment companies. Together, we draw on our decades of experience to create advantageous financial strategies that allow you to meet life’s many uncertainties with ease.

Award-winning solutions start here. Over the years, FAI has routinely received awards and accolades at the local, regional, and national level. We take great pride in these honors and consider them a reflection of our dedication to providing our clients with the most sophisticated, visionary wealth management service possible.

Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if FAI Wealth Management is engaged, or continues to be engaged, to provide investment advisory services Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of FAI Wealth Management by any of its clients. ANY QUESTIONS: FAI Wealth Management’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.

Mark Stinson, CPA, CFP®, MBA Photo
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Mark Stinson, CPA, CFP®, MBA

President

Mark Stinson, CPA, CFP®, MBA

President



As President of FAI Wealth Management, Mark’s focus is to ensure client’s feel confident in their financial lives and is responsible for the day-to-day client experience at FAI.

As an advisor Mark’s area of focus reflects his experience, he works with executives, engineers, and technical professionals in transition. These transitions include retirement, mid-life career change, and widowhood.

Mark recognizes that spreadsheets are only part of financial planning and investment management. He enjoys collaborating with clients on goals and complex issues to help them understand their financial life. He sees his role as the family CFO and brings in the proper professionals and disciplines to make sure actions are completed and goals are achieved.

Mark has 20 years of experience in corporate accounting and management. Mark has worked with engineers, scientists, and other technical professionals all his life. His father was an engineer for Westinghouse for 39 years. Mark’s corporate experience involved working with engineers, mathematicians, and scientists with high-tech companies in the Baltimore-Washington area.

Mark also specializes in working with widows and clients with aging parents. He cared for his father and understands the issues and multiple priorities faced by the “sandwich generation” – those raising and supporting children and caring for aging parents. Mark has a network of professionals to help clients with transition issues.

Mark is a Howard County native. He enjoys writing for his personal blog, “Taste the Food”, bicycling, reading, and spending time with his four sons. 

Affiliations:
  • Horizon Foundation – Investment Committee. The Horizon Foundation is the largest independent health philanthropy in Maryland.
  • Howard County Estate Planning Council – Mark and FAI were founding members of the Council. Mark served as Treasurer for six years.
  • National Association of Personal Financial Advisors – Fee-Only Advisors
  • Financial Planning Association of Maryland
Education:
  • Leadership Premier Howard County, Class of 2014
  • Certified Financial Planner (CFP®)
  • Master of Business Administration, Loyola University Maryland
  • CPA - Maryland
  • BBA Accounting and Finance – James Madison University
Designations:
  • CPA
  • Certified Financial Planner (CFP®)
Awards:
  • SmartCEO Money Manager Award - 2015
Personal Interests:

Mark enjoys writing for his personal blog, “Taste the Food,” biking, reading and spending time with his four sons.

Learn More About Mark


How did you come to work in the industry? Why were you drawn to FAI?

After 20 years in corporate accounting, I wanted a career where I could help people with personal finances. I learned about FAI through Leadership Howard County class of 2014. I was impressed with FAI’s warm and collaborative atmosphere that put the client first  

What drives you to work hard?? 

Every day, I get the opportunity to make the world a better place. Working collaboratively with clients, I help make their world better. 


Fun Fact


Favorite Quote:

“Don’t let a formal education get in the way of learning.” - Benjamin Franklin  

Curt Gross, MBA, CFA Photo
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Curt Gross, MBA, CFA

Chairman & Chief Investment Officer

Curt Gross, MBA, CFA

Chairman & Chief Investment Officer



As Chief Investment Officer Curt has overall responsibility for FAI’s investment process including asset allocation, securities selection, portfolio design, and implementation. He focuses our research efforts on the broad structural changes we see in the global economy. His 30+ years of multi-industry experience in securities analysis broadens our ability to analyze the investment merits of individual companies. Furthermore, his front-line portfolio management experience sharpens our strategic thinking. Curt Gross joined FAI Wealth Management in 2009 as Director of Investment Research.

Curt and his wife live in Butler, PA. They enjoy spending time hiking, biking and other outdoor activities with their three children.


Education:
  • MBA degree from University of Pittsburgh’s Joseph M. Katz Graduate School of Business
  • Curt earned the Chartered Financial Analyst designation in 1997
  • Bachelor’s Degree from Cornell University

Learn More About Curt


What should clients know about you and your strengths? 

I am persistent and dedicated to my investment process, always taking in new information to refine what I do to produce a better outcome for clients. 


What do you like most about your job? What do you look forward to when coming into work?

The best part of my job is the variety. I am rarely exposed to the same issue twice.  

What drives you to work hard? 

I was taught at an early age that nothing is free and what you want in life you have to work for. 


Tell us about a client you enjoy working with and why. 

My favorite clients are ones that have an eagerness for understanding all aspects of the services that FAI provides. 


What would you like our community to say about FAI? What would you like FAI to be known for? 

A group of ethical individuals who are fully understanding and capable of delivering the financial advice and investment management that they need to retire without generating anxiety. 


How did you come to work in the industry? 

I started my career in investment accounting and discovered I had a knack for understanding what makes an investment successful. Early success in the field led me to offer this skill to help others meet their financial goals. 


Fun Facts


Favorite way to spend a day?

My favorite day would be to do something active during the day (hiking, biking), then attend an event in the evening with my family (sports or concert). 

Favorite quote? 

“Do you know what my favorite part of the game is? The opportunity to play” – Mike Singletary 


If you could share a meal with any individual, alive or dead, who would it be? 

I would love to share a meal with my late grandfather when he was still a teen. He separated from his family at age 16 to come to America. Given this perspective, I would love to hear what his expectations were for his kids and grandkids. 


Ever had a surprise party? 

My wife threw one for me when I turned 25. It was a great surprise as she invited many of my old high school friends that I had not seen in a few years. 


Holiday you look forward to the most? 

Fourth of July. We get together with family and friends to enjoy the day. Food is great and the weather is usually even better! 


Are you a collector? If so, what do you collect? 

Baseball Cards. I have been doing it since I was 5 years old. 


Most-loved family recipe? 

My grandmother and mother both make Gnocchi (Italian pasta) from scratch. It was fun to see my daughter make a batch of her own during the COVID-19 quarantine. 


Drew Smith, AAMS® Photo
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Drew Smith, AAMS®

Vice President & Chief Operating Officer

Drew Smith, AAMS®

Vice President & Chief Operating Officer


Drew has been with FAI since 2008 and has over 20 years’ experience in the finance industry. As Chief Operating Officer, Drew oversees technology, investment operations, and compliance for the firm. Drew maintains the firm’s databases and monitors the security and reliability of FAI’s network and IT infrastructure. Drew oversees client reporting and is also responsible for the securities trading for the firm.

Drew lives in Clarksville, Maryland with his wife, two children, and pets (a dog and a cat).

He enjoys spending time with his family at their cabin in the woods or the beach.


Education
  • Economics degree from the University of Maryland, Baltimore County
  • Accredited Asset Management SpecialistSM designation from the College for Financial Planning

Learn More About Drew


What do you like most about your job? What do you look forward to when coming into work?

I like the variety of roles my position entails. This allows me to look for ways to improve the client experience and learn new skills.  

What should clients know about you and your strengths? 

I have been in the finance industry for almost 20 years. I am focused, detail-oriented and committed to helping our clients achieve their goals. 


What drives you to work hard? 

As a business owner I know that helping our clients to be more successful makes FAI more successful. 


Tell us about a client you enjoy working with and why. 

I am always impressed by the diversity of our client’s background.    I enjoy learning about their families, jobs and interests. 


What would you like our community to say about FAI? What would you like FAI to be known for? 

I would like FAI to be known for integrity and making our clients our top priority. 


How did you come to work in the industry? Why were you drawn to FAI? 

I was impressed by our founder, Mike Martin’s passion for helping clients and looking out for the welfare of his employees. 


Fun Facts


Favorite way to spend a day?

Hammock in the woods or at the beach with my family.  

Most-loved family recipe? 

My mother’s chocolate cake. 


Favorite flavor of ice cream? 

Peanut Buster Parfait 


Wayne Patterson, CPA, CFA, AIF® Photo
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Wayne Patterson, CPA, CFA, AIF®

Senior Advisor

WAYNE PATTERSON, CPA, CFA, AIF®

Senior Advisor



As a Senior Advisor, Wayne focuses on helping clients reach their financial goals by managing their portfolio investments and overseeing their retirement and cash flow planning. He is a member of the FAI Investment Committee and is involved in a variety of investment and planning related projects.

Wayne also consults with small business owners who sponsor company-based 401(k) plans. Wayne assists plan sponsors meet their fiduciary duty to prudently manage their employee retirement plans. He also offers investment education to plan participants.


Retirement Planning:

Many of Wayne’s clients are close to, or have already reached, retirement age.  Wayne enjoys working collaboratively with clients to help them choose saving and spending options that will allow them to maintain their lifestyles throughout retirement.  His goal is to help clients look forward to this stage of life with ease and confidence. 


Investment Management:

With significant investment experience, Wayne enjoys working with associates and clients to create portfolios that offer both capital preservation and capital appreciation.  Wayne’s overall objective is to help build and maintain risk-focused portfolios that will meet our client’s lifetime investment needs.


Present Affiliations
  • American Institute of Certified Public Accountants
  • Maryland Association of Certified Public Accountants
  • CFA Institute
  • Washington Society of Investment Analysts
  • Center for Fiduciary Studies
Education
  • Bachelor’s Degree from the University of Maryland – College Park in Accounting
  • Bachelor’s Degree from Western Maryland College (now McDaniel College) in American Studies
Designations
  • Certified Public Accountant (CPA)
  • Certified Financial Analyst (CFA)
  • Accredited Investment Fiduciary (AIF®)
Awards
  • Five Star Wealth Advisor – 2015
  • Awards from Future Business Leaders of America and the Washington Society of Investment Analyst for education outreach
Personal Interests

Wayne and his wife Anne have lived in Annapolis for more than 35 years. They have one daughter, Claire. Wayne enjoys family, music, reading, travel, and a variety of outdoor sports and activities.

Learn More About Wayne


What do you want clients to know about you and your strengths?

Besides the skills we all bring to FAI, I enjoy being a team player. I like helping make FAI an enjoyable place to be for our staff and clients.  

What motivates you to work hard? 

I want to make sure all of our clients gain peace and greater understanding about their finances. 


What are your favorite parts of your job? What do you look forward to most when you come to work? 

I enjoy the relationships we form with our clients as we help them reach their life goals. 


What would you like FAI to be known for? What would you like our clients/community to say about FAI? 

I want our clients and community to recognize us as a caring and ethical organization. I also want our services to be seen as valuable. 


How’d you get started in this industry? What attracted you to FAI? 

I was a bit of a late bloomer, finding the planning industry only after working several years for a New Orleans renovation company and another five years for a “Big 8” accounting firm. After that I was lucky to join a very good investment management firm. When the owner retired I joined FAI. Both firms were very similar, with a client-friendly staff and strong, ethical management with a conservative investment philosophy. 


Fun Fact


Favorite way to spend a free day:

Reading, traveling, getting outside 

Do you have a favorite family recipe? 

Definitely comfort food. Either Mom’s spaghetti sauce with stuffed peppers or Nana’s brown stew. 


Favorite holiday? 

Christmas. Love the music and lights and general sense of joy! 


Dan M. Kelly, CFP®, CEBS, ChFC®, CLU®  Photo
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Dan M. Kelly, CFP®, CEBS, ChFC®, CLU®

Lead Advisor

Dan M. Kelly, CFP®, CEBS, ChFC®, CLU®

Dan brings with him over twenty years of experience counseling clients during his tenure at two Fortune 500 financial services firms including 14 years at TIAA. Dan enjoys analyzing a client’s finances and providing answers to their client questions on broad spectrum of financial planning topics such as Social Security, military benefits, retirement and estate planning. He has been a speaker at various financial seminars in the past and derives satisfaction  in continuously improving his knowledge base to best serve his clients. 

Retirement Planning:

Dan applies his expertise in helping clients achieve their retirement planning goals by using a holistic approach.  He reviews a client’s financial picture by looking at their investments, insurance, tax and estate plan to gain perspective on how to proceed. He has broad knowledge on Social Security, taxes, and RMDs, and he incorporates this expertise into his financial planning recommendations. Dan seeks to assist clients in gaining confidence that their long-term plans for a comfortable retirement are achieved. 

Investment Management:

Dan’s experience delving into a client’s investments over the years provides him with an understanding of the risk factors associated with the sectors and asset classes that are used to balance-out a client’s portfolio. Dan incorporates the importance of proper asset class diversification when recommending a FAI value-driven portfolio for a client. 

Education:
  • Master’s Degree from the College of Financial Planning
  • Bachelor’s Degree from Southern Connecticut State University in Economics
Designations:
  • Certified Employee Benefit Specialist (CEBS)
  • Certified Financial Planner (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Life Underwriter (CLU®)
Personal Interests:

Hiking, travel and reading.

Learn More About Dan


What do you want clients to know about you and your strengths?

I am skilled at Social Security analysis and enjoy talking about it.

What motivates you to work hard?

Positive end results, such as a client’s understanding of issue or satisfaction in knowing that they achieved their goal.

What are your favorite parts of your job?

Analyzing a client situation and finding something new that makes a difference in their finances.

What do you look forward to most when you come to work?

Hot cup of java and the challenges for the day.

Tell me about one of your favorite clients. What do you enjoy most about your relationship with them?

Clients that realize the importance of the review and embrace the time to honestly revisit their goals and adjust as need be.

What would you like FAI to be known for?

Financial planning and a solid investment methodology to moderate the risk.

What would you like our clients/community to say about FAI?

Thoughtful leadership and a good steward of client resources.

How’d you get started in this industry?

As a registered representative (broker) for a large investment company.

What attracted you to FAI?

Investment methodology, teamwork approach to planning, and location.

Fun Facts


Favorite quote: 

“Age is an issue of mind over matter. If you don’t mind, it doesn’t matter.” -Mark Twain 


Favorite ice cream flavor? 

German chocolate cake ice cream. 


Favorite holiday? 

Thanksgiving. 


Zach Shirilla  Photo
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Zach Shirilla

Investment Analyst

Zach Shirilla 

Investment Analyst


Zachary joined the FAI team in 2018 as an Investment Analyst. Zach’s primary role is to support Curt Gross, Chief Investment Officer, in the areas of asset allocation, security selection, and portfolio construction. Additionally, he is responsible for performance tracking and helping the advisors with a variety of ad hoc requests.

Education:
  • B.S. in Finance from the University of Pittsburgh with minors in Economics and Religious Studies. He is currently studying to obtain the Chartered Financial Analyst designation and has passed the Level 2 exam.
Personal Interests:
  • In his free time Zach enjoys fly fishing, reading, and cooking.

Learn More About Zach


What do you want clients to know about you and your strengths?

I consider myself to be a lifetime learner, and I have been fortunate to learn from highly experienced and intelligent colleagues and mentors. I believe my willingness to accept criticism and challenge my ideas/beliefs is one of my greatest strengths and will help me continue to grow in this role. 

What motivates you to work hard?? 

I’m a naturally curious person and I’m driven to learn something new or challenge ideas on a daily basis. 


What would you like FAI to be known for? What would you like our clients/community to say about FAI? 

I would like FAI to be known for providing security to our clients through the inevitable market vicissitudes. 


How’d you get started in this industry? What attracted you to FAI? 

I was a member of the student run investment portfolio in my senior year of college. I had the opportunity to manage a portion of Pitt’s endowment and debate investment ideas with my peers in the undergraduate and graduate business school. The learning curve was steep but it was a formative experience. I was attracted to FAI because of the demonstrated history of providing institutional quality investment management to clients. 


Fun Facts


Favorite way to spend a free day?

Exploring a stream with my fly fishing rod. 

Favorite quote:

“A blind pig can sometimes find truffles, but it helps to know they are found in oak forests.” – David Ogilvy. 

Skyler Hutcheson Photo
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Skyler Hutcheson

Associate Advisor

Skyler Hutcheson

Associate Advisor



Skyler joined the FAI Wealth Management team in February of 2017. His primary role is to support the Senior Advisors through gathering and organizing client data and information, assisting in the development of financial planning analyses and presentations.

Skyler graduated from Virginia Tech in 2016 and earned a B.S. in Applied Economic Management with a concentration in Financial Planning. He is currently studying to obtain his CFP® designation.

Formerly of Hampton, Virginia, Skyler currently resides in Baltimore, Maryland. In his spare time, he enjoys watching Virginia Tech sports, and working out.  

Learn More About Skyler


What do you want clients to know about you and your strengths?

I want clients to know that I am going to do my utmost to provide them with the best service and experience possible.

What motivates you to work hard?

Knowing that I have a responsibility to provide our clients the level of service they expect when they come to FAI.

What are your favorite parts of your job? What do you look forward to most when you come to work?

The best part of my job is seeing clients have peace of mind or reaching milestones in their journey. Experiencing that makes the time and effort worth it.

Tell me about one of your favorite clients. What do you enjoy most about your relationship with them?

I enjoy the gratitude they show every meeting for the work that we do. Big or small, they always have a genuine appreciation.

What would you like FAI to be known for? What would you like our clients/community to say about FAI?

My hope is that FAI will be known not only for its level of service and professionalism, but also for its culture and atmosphere. I want our clients to say that they trust us and feel comfortable every time they are in the office.

How did you get started in this industry? What attracted you to FAI?

I got started with financial planning on accident when I switched majors in college. It was meant to be a temporary stop, but it ended up being something I really liked that mixed many of the things I was looking for out of a future career. FAI attracted me because of shared values, and a culture that I felt reflected the things both my family and I feel are important. It was a natural fit and I am thankful that the team welcomed me the way that they did.

Fun Facts


Favorite holiday?

With the three F’s (family, food and football) it is hard to choose otherwise 

Favorite quote:

“For where your treasure is, there will your heart be also.” Matthew 6:21 

Favorite ice cream flavor?

Cookies and cream 

Diana Schneider Photo
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Diana Schneider

Office Manager & Client Service Representative

Diana Schneider

Office Manager & Client Service Representative



Diana is FAI’s Office Manager. Her responsibilities encompass many aspects of our business, including AP/AR, billing, client service, and the daily operations of the office. Her incredible organization skills keep the team running smoothly.

As the Client Service Representative, Diana handles the opening of new accounts, processing account transfers, deposits, withdrawals, and journal entries. She takes pride in her attention to detail and making sure that our clients are well taken care of.

Diana edits material for FAI’s website, brochures, and other company collateral.

Education:
  • Bachelor of Science Degree in Journalism and a Minor in Business, University of Maryland, College Park.
Personal Interests:
  • Diana enjoys cooking, attending concerts, and making pottery in her spare time.

Learn More About Diana


What do you like most about your job? What do you look forward to when coming into work?

Finishing projects. I like to identify ways I can help FAI clients get what they need and support back office processes running as smoothly as I can. 

What do you want clients to know about you and your strengths? 

If they looked into my office they wouldn’t know it, but I’m very organized. I’m decisive and resolve issues as quickly as I can. 


What motivates you to work hard? 

Saving money for retirement so I can one day enjoy being a grandmother full-time is something I look forward to. 


What are your favorite parts of your job? What do you look forward to most when you come to work? 

I like keeping busy, and my job keeps me busy. Talking to clients and making sure staff have everything they need are things I enjoy. 


Tell me about one of your favorite clients. What do you enjoy most about your relationship with them? 

My favorite client (okay, I do have a favorite) and his wife are so nice to everyone. They are really sweet and their gratitude for everything we do means a lot. It motivates me to do my best and support my team in giving clients the best service we can. 


What would you like our community to say about FAI? What would you like FAI to be known for? 

FAI is very conservative in their investing. A lot of research is done before a position is purchased. We don’t run with the crowd. And we are disciplined. 


How did you come to work in the industry? Why were you drawn to FAI? 

In college, I worked in the mailroom of an investment firm. Upon graduation I was hired full-time and stayed for 28 years. FAI is a small firm where we get to know our clients and their families. 


Fun Facts


Favorite way to spend a day?

Sitting on the beach with my toes in the sand reading a book. 

Do you collect anything?

I collect everything and try to recycle it. 

Favorite ice cream flavor?

Baskin Robbins Rocky Road. 

Beth Trollinger, FPQP™ Photo
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Beth Trollinger, FPQP™

Client Service Manager

Beth Trollinger, FPQP™

Client Service Manager


As Client Service Manager, Beth handles the day-to-day client requests and she is the chief liaison between FAI and our custodian. In addition, Beth assists clients with estate administration and complex account issues.

Beth joined FAI in 2005 and is an asset to our clients and to the FAI Team. She approaches her work with grace, dedication, tenacity, and strong problem-solving skills.  Beth will tell you that she loves unravelling complex account issues and considers these challenges fun!

Beth earned the Financial Paraplanner Qualified Professional (FPQP™) designation through the College of Financial Planning in 2009 and has completed advanced course work in accounting. Prior to joining FAI, Beth worked in accounting, operations, and work force management for several Columbia firms. 

A long-time Columbia resident, Beth enjoys walking the bike-paths and around the lakes.  She loves working in her garden, knitting/crocheting, and watching movies.  Beth is very active in her church and an avid sports fan of the Baltimore Raven and Duke Basketball! 

Learn More About Beth


What do you want clients to know about you and your strengths?

I will leave no stone unturned to solve a problem. 

What motivates you to work hard?

Knowing that my efforts, no matter how large or small are beneficial to our clients. 

What are your favorite parts of your job?

I love getting to know our clients and hearing about their children, grandchildren, their lives and learning what is important to them. 

What do you look forward to most when you come to work?

I love the variety in my work. Every day, I am working on something different. 

What would you like FAI to be known for? What would you like our clients/community to say about FAI?

I would like FAI to be known for the personal touch we give to each of our clients, together we develop a partnership to help our clients meet and hopefully exceed their financial goals no matter what it is. I would like our clients/community to say that in addition to providing sound financial/investment advice and exceptional customer service, FAI treats each client as though we are family. FAI welcomes and encourages clients to ask questions; put clients at ease and helps reduces their stress so the clients can enjoy their lives without worry. And when life happens, clients know that FAI is there to walk with them through whatever challenge they face, just like family does. 

How did you get started in this industry? What attracted you to FAI?

I was attracted to FAI after reading articles Mike Martin had written in Financial Advisor Magazine. Mike made very complex financial/investment issues easier for the lay person to understand. I really liked that and was excited for the opportunity to work with and learn from Mike Martin and the rest of the FAI staff. 

Fun Facts


Favorite way to spend a free day?

Relaxing on the back porch with family and friends. 

Favorite quote:

“The meaning of life is to find your gift. The purpose of life is to give it away.” ~ Pablo Picasso 

Do you have a favorite family recipe?

Garlic cheese grits and corn pudding. 

Favorite holiday?

Thanksgiving. 

If you could share a meal with any individual, living or dead, who would it be?

I would love to share a meal with former President Jimmy Carter and his wife Rosalynn and hear all about the life of service to others they have built domestically and international through Habitat for Humanity and the human and civil rights work they have done since leaving the White House. 

Do you collect anything?

Yarn for my knitting and crocheting projects. 

Favorite ice cream flavor?

Peach in the summer and Peppermint during the holidays. 

Hillary Walsh Photo
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Hillary Walsh

Administrative Assistant

Hillary Walsh

Administrative Assistant



Hillary is FAI’s Administrative Assistant. Her responsibilities involve answering and transferring inbound calls, scheduling meetings, and various other administrative tasks. Creating positive interactions with FAI clients and staff is important to Hillary, so she is willing to take extra time to go the extra mile to fulfill requests and add value. 

Education:
  • Bachelor of Arts Degree in Community Studies and Civic Engagement and a Minor in Business, University of Baltimore
Personal Interests:

Hillary exercises, reads articles, and listens to podcasts regularly. Hikes outside with friends, enjoying delicious food, and spending time with her cat Serenity are a few interests. She seeks out quality entertainment and conversation, splitting her time between Maryland and NOVA.

Learn More About Hillary


What do you like most about your job? What do you look forward to when coming into work?

Learning new skills and completing tasks. The feeling of accomplishment as I complete each task. 

What should clients know about you and your strengths?

I enjoy listening to clients’ stories and building a rapport over time. Writing, editing, and coming up with creative ideas area few of my strengths.

What drives you to work hard?

Solving problems, fulfilling needs, and building positive momentum feels great. Feeling accomplished along the way celebrating small wins keeps me going and enjoying the process. 

How did you come to work in the industry? Why were you drawn to FAI?

I’ve been in the service industry most of my career, but not in the financial services sector. I wanted an administrative job and my friend (a former FAI employee) had a great experience with the environment at FAI and she referred me. It’s been a worthwhile move to start working at FAI! Staff and clients are friendly, and opportunities to grow await. 

What would you like FAI to be known for? What would you like our clients/community to say about FAI?

Excellent customer service. FAI forges strong relationships and provides tailored financial services that achieve financial goals and create greater security.

Fun Facts


Favorite way to spend a free day?

Sleep in, work on projects, exercise, spend time with people close to me, and watch a movie. 

Favorite quote:

“The place to improve the world is first in one’s own heart and head and hands, and then work outward from there.” -Robert M. Pirsig 

Jamie Keese Photo
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Jamie Keese

Client Service Representative

Jamie Keese

Client service representative


Jamie is responsible for providing administrative support to FAI via Consider It Done, an independent contractor and one of the premier virtual assistant businesses in the country, that caters to independent financial advisors. Jamie works closely with FAI to develop systems and processes that make our office operate efficiently. Her duties include establishing and transferring investment accounts, coordinating retirement account contributions and distributions, and seeing that transactions are handled smoothly and accurately.

Jamie possesses a flair for organization and attention to detail along with a strong work ethic. She enjoys spending time with her family, keeping up with her children and is active in her church.

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