FAI Wealth Management

Description

Address: 10211 Wincopin Cir, Columbia, MD 21044 Hours: Closed ⋅ Opens 8:30AM Tue Monday8:30AM–4:30PMTuesday8:30AM–4:30PMWednesday8:30AM–4:30PMThursday8:30AM–4:30PMFriday8:30AM–4:30PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (410) 715-9200: : Place name: : Website: : : Category: : Website: http://www.faiwealth.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of FAI Wealth Management Posting publicly on the Web Write a review Reviews Be the first to review From FAI Wealth Management Unable to add this file. Please check that it is a valid photo. "FAI focuses on helping clients create the financial future they desire by protecting their wealth, making the most of their assets, and planning for life's uncertainties. The firm combines fee-only, fiduciary-driven guidance with highly personalized,...More "FAI focuses on helping clients create the financial future they desire by protecting their wealth, making the most of their assets, and planning for life's uncertainties. The firm combines fee-only, fiduciary-driven guidance with highly personalized, consultative financial planning and investment services that enable individuals, families, and businesses to navigate complex life transitions. Founded in 1987, FAI currently manages more than $330 million in client assets nationwide. For more information about FAI Wealth Management, please visit the website or call 410.715.9200."

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FAI Wealth Management Employees

Employee
Years
Job
Industry
Curtis Gross, CFA Curtis Gross, CFA Baltimore, Maryland Area Details
Curtis Gross, CFA's FAI Wealth Management Experience July 2015 - Present
Job Principal, Chief Investment Officer at FAI Wealth Management
Industry Investment Management
Experience
FAI Wealth Management   July 2015 - Present
FAI Wealth Management   September 2009 - June 2015
Federated Investors  2003 - 2008
Northern Capital Management   1997 - 2003
National City Bank  1993 - 1997
Prudential Financial  1988 - 1992

Skills
Asset Managment, Investments, Equity Research, Alternative Investments, Hedge Funds, Equities, Bloomberg, Investment Management, Fixed Income, Investment Strategies, Valuation, Financial Modeling, Financial Analysis, Strategic Financial..., Wealth Management, Asset Allocation, Retirement Planning, Asset Management

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   1992 — 1993
MBA, Finance

Cornell University   1984 — 1988
BS, Applied Economics & Business Management

Marie Welsh Marie Welsh Baltimore, Maryland Area Details
Marie Welsh's FAI Wealth Management Experience June 2010 - January 2013
Job Principal & Director of Development at Welsh Financial Group
Industry Investment Management
Experience
Welsh Financial Group   January 2013 - Present
Allview Foundation   January 2011 - Present
Welsh est.1989   October 1989 - Present
FAI Wealth Management   June 2010 - January 2013
The Investment Center, Inc  January 1986 - November 1993

Skills
Event Planning, Investment Management, Investments, Retirement Planning, Strategic Financial..., Strategic Planning, Small Business, Long-term Care, Estate Planning, Wealth Management, Finance, Management, Insurance, Business Development, Marketing, Relationship Management, Coaching, Project Planning, Leadership, Newsletters, Series 7, Financial Planners, Business Planning, Financial Services, Public Relations, Risk Management, Asset Allocation

Education
Lynchburg College   1982 — 1986
BA, Psychology

Bernards High School   1979 — 1982
H.S., General Studies

Diana Schneider Diana Schneider Columbia, Maryland Details
Diana Schneider's FAI Wealth Management Experience May 2011 - Present
Job Client Services Representative
Industry Financial Services
Experience
Merriweather Post Pavilion  May 2011 - Present
FAI Wealth Management   May 2011 - Present
Growth Stock Outlook, Inc.   1984 - 2011

Skills
Excel, Word, Microsoft Office, Outlook, PowerPoint, Access

Education
University of Maryland College Park   1980 — 1984
BS, Journalism

Lyn A. Dippel, JD, CFP® Lyn A. Dippel, JD, CFP® Baltimore, Maryland Area Details
Lyn A. Dippel, JD, CFP®'s FAI Wealth Management Experience January 2013 - Present
Job President & CEO at FAI Wealth Management
Industry Investment Management
Experience
FAI Wealth Management   January 2013 - Present
FAI Wealth Management   July 2004 - January 2013
Symphony Financial   April 2002 - July 2004
Miller Musmar, CPA   April 2000 - April 2002

Skills
Asset Management, Retirement Planning, Investment Management, Investment Strategies, Estate Planning, Strategic Financial..., Wealth Management, Investments, Financial Advisory, Small Business, Wealth, Management, Finance, Public Speaking, Personal Finance, Asset Allocation, Equities, Investment Advisory, Fixed Income, Financial Analysis

Education
Leadership Howard County   2013 — 2014
Leadership Premier

George Mason University School of Law   1989 — 1993
Juris Doctor, Law

University of Richmond   1984 — 1988
B.A., Psychology

Dennis Suckstorf Dennis Suckstorf North Myrtle Beach, South Carolina Details
Dennis Suckstorf's FAI Wealth Management Experience September 2008 - Present
Job Financial Planning Consultant
Industry Investment Management
Experience
FAI Wealth Management   September 2008 - Present
Suckstorf Financial Consulting LLC   October 1998 - Present
Strategic Wealth Management Group LLC  October 1998 - October 2007
Devitt Financial Services   January 1997 - October 1999
United States Air Force Personal Financial Management Program   September 1990 - December 1995
United States Air Force  April 1970 - July 1990

Skills
Strategic Financial..., Wealth Management, Estate Planning, Investments, Tax, Managerial Finance, Finance, Financial Advisory, Financial Planners, Budgets, Leadership, Corporate Tax, Financial Services, Cash Flow, Insurance

Education
State University of New York   1984 — 1985
Bachelor's degree, Human Resources Management and Services

Angelo State University   1980 — 1984
None, Management Information Systems, General

University of Maryland University College   1974 — 1984
None, General Studies

Wayne State College   1968 — 1969
None, Biology, General

Mary Thompson, CFP ®, CASL® Mary Thompson, CFP ®, CASL® Washington D.C. Metro Area Details
Mary Thompson, CFP ®, CASL®'s FAI Wealth Management Experience March 2014 - Present
Job Principal & Senior Advisor at FAI Wealth Management
Industry Investment Management
Experience
FAI Wealth Management   March 2014 - Present
FAI Wealth Management   November 2008 - March 2014
Putnam Investments  April 1994 - April 2001

Skills
Wealth Management, Investment Management, Strategic Financial..., Retirement Planning, Estate Planning, Financial Analysis

Education
Leadership Howard County   2014 — 2015
Leadership Premier

The American College   2011 — 2012
Chartered Advisor for Senior Living (CASL®)

College for Financial Planning   2009 — 2010
CFP® Certification Professional Education Program

State University of New York at Albany   1983 — 1987
Bachelor of Science (B.S.), Mathematics and Computer Science

Mark Stinson, CPA, CFP® , MBA Mark Stinson, CPA, CFP® , MBA Baltimore, Maryland Area Details
Mark Stinson, CPA, CFP® , MBA's FAI Wealth Management Experience February 2015 - Present
Job Senior Advisor at FAI Wealth Management
Industry Financial Services
Experience
FAI Wealth Management   February 2015 - Present
Baltimore-Washington Financial Advisors, Inc   July 2004 - January 2015

Skills
Retirement Planning, Estate Planning, Wealth Management, Investment Management, Income Tax, Public Speaking, Financial Planning

Education
Leadership Howard County

Loyola University Maryland
MBA, Finance

James Madison University
BBA, Accounting & Finance

Mt. Hebron High School

J. Michael Martin J. Michael Martin Baltimore, Maryland Area Details
J. Michael Martin's FAI Wealth Management Experience January 1987 - Present
Job Founder & Chairman
Industry Investment Management
Experience
FAI Wealth Management   January 1987 - Present
T. Rowe Price  1978 - 1987

Skills
Asset Management, Strategic Financial..., Investments, Wealth Management, Mutual Funds, Portfolio Management, Equities, Financial Planning, Estate Planning, Retirement, Retirement Planning, Finance, Financial Advisory

Education
Assumption College
BS, Economics

Fordham University School of Law
JD, Law

Daniel Reddy CFA Level 1 Candidate Daniel Reddy CFA Level 1 Candidate Columbia, Maryland Details
Daniel Reddy CFA Level 1 Candidate's FAI Wealth Management Experience June 2014 - Present
Job Investment Analyst at FAI Wealth Management
Industry Investment Management
Experience
FAI Wealth Management   June 2014 - Present
Sinclair Broadcast Group  February 2013 - May 2014
TEKsystems  March 2012 - February 2013
University of Baltimore Entrepreneurial Opportunity Center   May 2009 - December 2009
Atlas Tile and Terrazzo   August 2002 - October 2009

Skills
Microsoft Excel, Investments, FactSet, Equity Research, Financial Modeling, Business Valuation, Asset Allocation, Risk Management, Corporate Finance, Due Diligence, Microsoft Office, Business Analysis, Process Improvement, PeopleSoft

Education
The Johns Hopkins University - Carey Business School   2012 — 2014
Master of Science - Finance, MS Finance

University of Baltimore   2007 — 2011
Bachelor of Science, Business Administration- Specialization in Finance, Finance

Benjamin Yeung Benjamin Yeung Washington D.C. Metro Area Details
Benjamin Yeung's FAI Wealth Management Experience April 2014 - Present
Job Associate Financial Advisor at FAI Wealth Management
Industry Financial Services
Experience
FAI Wealth Management   April 2014 - Present
Independent  May 2011 - March 2014
Walker & Dunlop  July 2012 - August 2013
Walker & Dunlop  January 2011 - June 2012
Northwestern Mutual  September 2009 - September 2010

Education
Rutgers University-New Brunswick
Bachelor's Degree, Electrical and Computer Engineering

Rutgers University-New Brunswick
Bachelor's Degree, Music

Dennis Suckstorf Dennis Suckstorf North Myrtle Beach, South Carolina Details
Dennis Suckstorf's FAI Wealth Management Experience September 2008 - Present
Job Owner at Suckstorf Financial Consulting LLC
Industry Financial Services
Experience
FAI Wealth Management   September 2008 - Present
Suckstorf Financial Consulting LLC   February 1997 - Present
Strategic Wealth Management Group LLC  September 1998 - September 2007
Devitt Financial Services   February 1996 - September 1998

Skills
Estate Planning, Federal and State..., Life Insurance Planning, Investment Advisory..., Cash Flow Planning, Debt Management, College Education..., Life Insurance, Tax, Cash Flow Forecasting, Strategic Financial..., Fixed Annuities, Wealth Management, Financial Planners, Investments, Financial Planning, Tax Preparation

Education
College for Financial Planning   1999 — 1999
Certified Financial Planner (CFP(R)) Certificant, Financial Planning and Services

The American College   1997 — 1998
Chartered Financial Consultant (ChFC(R)), Financial Planning and Services

University of Maryland University College   1974 — 1982
None, Psychology and Counseling

State University of New York at Albany   1980 — 1980
Bachelor of Arts (BA), Counseling and Human Relations

Battle Creek High School NE   1964 — 1968
High School