Our Team
Lynn C Faust
Founder & President
A Dream Comes True
As many of you have undoubtedly heard, I’ve began my professional life as a teacher in Guam when Terry was stationed there during Vietnam. If you have ever sat across from me then there is little doubt in my mind that you have not heard this story.
It was the beginning of my journey. It taught me so much, to listen, to understand, and how to compromise after all Terry and I were just married. These skills have been invaluable as an advisor over the years, being able to listen, to understand and help you find the right compromises has often been key in building a successful financial future for you.
Michael Faust
Chief Investment Strategist & Managing Partner
After college I found that helping people win in business was fun and I enjoyed it, but I knew that my calling had always been to get back to research and picking stock. I started my stock picking career young picking stocks from reports my mom brought home from her work. In late 1999, after working in the tech industry for a few years, I made the decision to join , Lynn, in the financial wealth planning business.
Channie Christian-Jarosz
Trading & Investment Specialist
Loving what I do for a living makes my life wonderful. Assisting clients with planning and obtaining their financial goals puts a smile on my face. I know that I help bring comfort and security to each of our clients and their families making their life wonderful as well. My days are action packed, whether I am trading securities, reviewing portfolios or providing individual customer service. I thrive on schedules, task sheets and special projects. I like nothing better than setting a goal and achieving it expeditiously and with accuracy and precision. It is what makes me happy.
Josh D. Faust
Vice President & Wealth Planning Associate
Josh Faust is wealth planning associate with ten years of experience working alongside the team to develop and enhance the finical planning element of the client experience, with a background in computer science he has integrated new technologies for a better client experience. Josh has developed a talent for helping clients understand their needs and getting to the heart of what is important in their finical journey. Working as a member of the Investment Team Josh researches and analyzes the tech-based elements of our models. Before joining the team, Josh was a small business owner for 15 years and brings a understanding of the challenges that our business owning clients.