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member of the Financial Services Institute

member of the Financial Services Institute

June 01, 2022

Today I'm announcing that I've become a member of the Financial Services Institute (FSI) in Washington, D.C. FSI advocates for Main Street Americans’ access to objective, affordable financial advice.

I am proud to become a member of the FSI, an organization that works hard every day, to protect my clients’ access to quality financial advice. FSI helps educate elected officials and regulators on what Americans need from financial advisors and how the industry works with clients to secure their financial futures. They also help ensure that I can continue to offer my clients and potential clients the advice they need.

About the Financial Services Institute (FSI): The Financial Services Institute (FSI) is the only organization advocating solely on behalf of independent financial advisors and independent financial services firms. Since 2004, through advocacy, education and public awareness, FSI has successfully promoted a more responsible regulatory environment for nearly 100 independent financial services firm members and their 160,000+ affiliated financial advisors – which comprise over 60% of all producing registered representatives. We effect change through involvement in FINRA governance as well as constructive engagement in the regulatory and legislative processes, working to create a healthier regulatory environment for our members so they can provide affordable, objective advice to hard-working Main Street Americans. For more information, please visit financialservices.org.