“With a servant’s heart” that’s how we strive to serve you. Each member of the Asset Planning Corporation team is passionate about providing the kind of excellent financial planning that delivers peace of mind. Get to know our service team, then come meet us in person:

Paul Fain
PAUL K. FAIN, III, CFP®

PRESIDENT

JOE OTTAVIANO

VICE PRESIDENT

SUZANNE W. HIMES
SUZANNE W. HIMES, CFP®

LEAD FINANCIAL PLANNER

Kathy Patty
KATHY PATTY, RP®

DIRECTOR OF ADMINISTRATION

STEVE CARLSON
STEVE CARLSON

CLIENT SERVICE ADMINISTRATOR

SARA FANJOY
SARA FANJOY, RP®

OFFICE COORDINATOR

Taylor Bento
TAYLOR BENTO

FINANCIAL PARAPLANNER