Everyone at FAI has one priority: YOU. FAI's trusted team of professionals focuses on helping you create the future you desire. We will assist you in planning for life's uncertainties, protecting your wealth and making the most of your assets. We strive to give our clients complete confidence in all aspects of their financial life.
FAI is a member in good standing with the National Association of Personal Financial Advisors and the Financial Planning Association. We are a credentialed and experienced team, who collaborate, create, plan and strategize on your behalf. Meet our team of professionals.
Mike is FAI’s Founder and Chairman. He is involved in corporate development and business strategy.
Lyn Dippel has been a senior member of FAI Wealth Management since 2004. She currently serves as President, CEO, and Chief Compliance Officer. Lyn’s leadership role involves running the day-to-day operations of the firm and coordinating the efforts of FAI’s management, advisory, and service teams to ensure FAI stays focused on clients’ long-term goals. She also serves on the FAI Investment Committee.
As Chief Investment Officer, Curt has overall responsibility for FAI's investment process including asset allocation, securities selection, portfolio design and implementation. He leads the research efforts in conducting detailed due diligence for all of FAI’s investment portfolios.
As a Principal and the Chief Technology Officer, Drew maintains all of the firm's databases and monitors the security and reliability of FAI's network and IT infrastructure. He handles all of the securities trading for the firm and oversees client reporting.
Mary has been a key member of the FAI Wealth Management team since 2008. She works with FAI’s clients to develop and implement investment and financial planning strategies based on the client’s needs and goals. Mary has in-depth knowledge assisting clients who have experienced late life marriage as well as those transitioning into retirement. Her other specialties include developing optimal social security claiming strategies and working with doctors and dentists.
Mark joined the FAI Wealth Management team in 2015 as a Senior Advisor. He provides integrated retirement planning, portfolio management, and legacy planning to engineers, professionals, and those in transition to reach their financial goals. Mark is also a member of the FAI Investment Committee.
As a Senior Advisor, Wayne specializes in helping clients with portfolio allocation, investment analysis, retirement and tax planning. He is a member of the FAI Investment Committee and is involved in a variety of investment and planning related projects.
Ben has a passion for helping clients understand their financial situation and contextualize their goals. His experience in both mathematical fields and tutoring helps him as he strives to tell the story behind technical financial concepts as they relate to everyday needs.
As an Investment Analyst, Dan reports to Curt Gross, Director of Investment Research. He assists in the research of potential investments including mutual funds, ETFs, and individual stocks. Dan helps with tracking, analyzing and valuing company and portfolio financial data. He also is responsible for periodic updates of portfolios and quarterly written reviews of mutual fund holdings.
As the Client Service Manager, Beth handles client requests for account changes, money transfers, and distributions. She is the chief liason between FAI and our custodian. Beth schedules client meetings and trains new clients on the company's online portal for their account information. She also assists clients with estate administration and distribution needs.
Diana Schneider 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.
Gabriella joined FAI in December of 2015 as the Office Assistant. She is responsible for the planning and execution of client events, for creating the FAI Newsletter, and sending out client communications. She is responsible for material on FAI's website, managing special projects, and providing for the client service team.
As FAI's Financial Planning Consultant, Denny provides support to advisors and conducts financial planning analysis including cash flow analysis, distribution and accumulation strategies, tax analysis planning, insurance analysis and estate planning.