“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, CFP®

VICE PRESIDENT

Suzanne Himes
SUZANNE W. HIMES, CFP®

LEAD FINANCIAL PLANNER

KATHY PATTY, FPQP™

DIRECTOR OF OPERATIONS

STEVE CARLSON

CLIENT SERVICE ADMINISTRATOR

TAYLOR BENTO, FPQP™

FINANCIAL PARAPLANNER

Peyton Crawford
PEYTON CRAWFORD

OFFICE COORDINATOR