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

Katie Hussein
Brand Director

Monica Polus
Director of Client Services & HR

Nicholas Shaheen, CIMA®
Chief Compliance Office, Financial Advisor

Jason Swinney
Director of Marketing & Technology
Customer Service Team

Sarah Apostol
Support Staff

Catie Badrak
Financial Team Lead

Debra Beilstein
Support Staff

Erica Brooks
Support Staff

Atiya Brown
Support Staff

Samantha Crowley
Support Staff

Genna Daniels
Support Staff

Kylie Davidson
Support Staff

Veronica Jakubiak
Support Staff

Rosette Panares
Support Staff

Amanda Rodino
Support Staff

Lauren Snyder
Support Staff

Amber Terrell
Support Staff

Olivia Thomaraj
Support Staff

Gina Vila
Support Staff

LaShounn White
Support Staff

Jaclyn Zawicki
Support Staff
Support Staff

Daniel Collins
Accountant

Laurie Distort
Administrative Assistant

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, work, 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.