Our Team
Richard David James
Founder & CEO
Richard James embarked on his journey in the insurance industry, achieving remarkable success over a span of four years. In 1984, driven by his vision to provide comprehensive financial solutions, he established Financial Services of America. Richard’s aim was to support clients in every facet of their financial lives, encompassing insurance, investments, tax planning, retirement, and estate planning.
With Richard at the helm, FSA has flourished into one of Michigan’s leading and esteemed financial service firms. His exceptional leadership earned him the prestigious title of Entrepreneur of the Year, while cultivating a thriving organizational culture that has consistently secured the Top Workplace award in Michigan for an impressive twelve consecutive years.
Our Advisors and Insurance Professionals
Department Heads
Darci Barrera
Director of Operations & Finance
Brandon James
Director of Insurance
David James
Director of Sales
Monica Polus
Director of Client Services & HR
Nicholas Shaheen, CFP®, CIMA®
Chief Compliance Office, Financial Advisor
Jason Swinney
Director of Marketing & Technology
Support Staff
Daniel Collins
Accountant
Laurie Distort
Administrative Assistant
Katie Hussein
Brand Director
Carl Popko
Recruiter
Core Values
A company is only as good as its people. We only employ those who uphold our core values. Our core values are our set of guiding principles that define the qualities we expect from everyone who works at FSA. These values ensure our clients receive the best possible financial planning and service.
World-Class Service: Vastly exceed clients’ expectations and build brand loyalty as a result.
Dedication: Be committed to your success—goals, career, and family.
One Team, One Goal: Work together for the prosperity of our clients and the company.
Driven: Aim to improve oneself, and demonstrate initiative in supporting the goals and overall strategy of the company.
Great Attitude: Enjoy what you do and embrace change.
Let’s Talk
50 West Big Beaver
Suite 500
Troy, Michigan 48084
37000 Grand River Ave
Ste 160
Farmington Hills, MI 48335
325 E. Grand River Ave
Ste 250
East Lansing, MI 48335
tel: 800-977-9292 email: hello@fsa-1.com