About Us

Experience is the best teacher.
We've spent over three decades growing wiser.

WITH AGE, COMES WISDOM

For more than three decades, we at Financial Services Advisory have helped our clients manage their money through all kinds of environments – good times and bad. As we’ve done for hundreds of individuals, families, and business owners, we can design an individualized approach to investing that focuses on protecting what you have worked so hard to create.

Our foremost goal in managing investments is to protect your wealth and grow it wisely. We guide our clients through the process of thinking through their goals and making decisions that can help avoid costly mistakes.

FSA QUICK FACTS:

We are Dedicated

  • FSA is a nationally registered investment management firm with the Securities and Exchange Commission.
  • As a fiduciary, we put our clients’ interests before our own.
  • We don’t charge commissions.

We are Trustworthy

  • We use a separate custodian for your assets which provides you with an independent verification of your account values and activities.

We are Dependable

  • We believe that minimizing losses is the best route to financial success. That’s the philosophy we followed in developing our approach to investment management back in 1982.
  • Our approach includes an exit strategy called the FSA Safety Net® which is designed to help protect your assets during falling markets.

We are Accessible

  • We’re not some investment management monolith. You get dedicated personal service.

OUR HISTORY

Advisors

JAMES E. JOSEPH, CFP®

President

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David R. Petersen, CFP®

Founding Partner

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James H. Applegate, CFP®, AAMS®

Regional Director

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Kim Scott, CFP®

Senior Financial Advisor

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BROOKE BORS, CFP®, CLU®

Financial Advisor

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Client Services Team

Jamie Leggieri

Sr. Client Service associate & Team Leader

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Ann Wickerham

Client Service Associate

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Paul Bucknor

Client Service Associate

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Investment Management Team

Ronald J. Rough, CFA

Director of Portfolio Management

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Mary Ann Drucker

Assistant Portfolio Manager

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Ian McMillan

Investment Analyst

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Office Operations

Brady Darrington, CPA, FPQP™

Operations Manager

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KIM DONOHUE

Office Manager

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