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 fifteen consecutive years.
Our Advisors and Insurance Professionals
Client Relationship Advisors/Specialists
Compliance
Nicholas Shaheen, CFP®, CIMA®
Chief Compliance Office, Financial Advisor
Kylie
Compliance & Cashiering Team Lead
James
Compliance Associate
Marketing
Jason
Director of Marketing
Katie
Brand Director
Kristen
Business Developer
Joseph
Business Developer
Caryn
Recruiter
Dave
Marketing Assistant
Operations
Darci
Director of Operations & Finance
Daniel
Accountant
Laurie
Administrative Assistant
Client Support
Monica
Director of Client Services & HR
Caitlyn
Client Support Team Lead
Erica
Client Support Specialist
Samantha
New Business Prep Specialist
Lauren
Client Support Specialist
Rosette
Client Onboarding Team Lead
Sarah
New Business Prep Specialist
Veronica
New Business Prep Team Lead
Bonnie
First Impressions Team Lead
Adriana
Client Support Specialist
Alexandra
First Impressions
Heidi
New Business Prep Specialist
Elizabeth
Client Onboarding Specialist
Cassandra
First Impressions
Sajjal
Client Support Specialist
Karolina
New Business Prep Specialist
Abby
Client Support Specialist
Rebekah
First Impressions
Samantha
First Impressions
Kaitlyn
First Impressions
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.
OUR LOCATIONS
Let's Talk
Visit one of our Michigan office locations. Our Troy headquarters is supported by offices in Brighton, Chesterfield, Farmington Hills and Okemos.