About Us

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

WITH AGE, COMES WISDOM

For more than four 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

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JAMES E. JOSEPH, CFP®

President, Partner

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David R. Petersen, CFP®

Founding Partner

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Kim Basenback, CFP®, CeFT®

Director of Financial Planning, Partner

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Aaron Weston, CFP®

Financial Advisor

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Mike Zarrelli, CFP®, EA

Financial Advisor

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Client Services Team

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Jamie Leggieri

Client Service Manager

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Ann Wickerham

Client Service Associate

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John Jones

Client Service Associate

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Investment Management Team

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Ronald J. Rough, CFA

Chief Investment Officer, Partner

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Mary Ann Drucker

Assistant Portfolio Manager

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Jordan D. Daugherty, CFA

Investment Analyst

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Christopher Jones

Trader

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Office Operations

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KIM DONOHUE, PACE

Operations Manager/ Compliance Manager

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