“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 K. FAIN, III, CFP®

PRESIDENT

JOE OTTAVIANO

VICE PRESIDENT

SUZANNE W. HIMES, CFP®

LEAD FINANCIAL PLANNER

KATHY PATTY, RP®

DIRECTOR OF ADMINISTRATION

STEVE CARLSON

CLIENT SERVICE ADMINISTRATOR

SARA FANJOY, RP®

OFFICE COORDINATOR

TAYLOR BENTO

FINANCIAL PARAPLANNER