Fund DirEct Advisors Team
Fund Direct Advisors is an employee-owned, independent firm, so you can rest assured our efforts are focused on your needs.
Our Team
Wes Stanley, CPFA™, AIF®
Principal
Chris Stanley, MBA, AIF®, CRPS, CMFC
Principal
Drew Saia, CFP®, CPA
VP – Wealth Management
Ken Garber, AIF®, AIFA®, CEBS
VP – Client Services
Melody Hennessee
Client Services
Fund Direct Advisor Company Credentials
- CFP® (Certified Financial Planner)
- MBA (Masters of Business Administration)
- AIF (Accredited Investment Fiduciary)
- AIFA (Accredited Investment Fiduciary Analyst)
- CEBS (Certified Employee Benefit Specialist)
- ASPPA Members (American Society of Pension Professionals & Actuaries)
- CPFA (Certified Plan Fiduciary Advisor)
- FINRA license 4, 6, 7, 22, 24, 27, 31, 63, 65, 66
- CRPS (Chartered Retirement Plan Specialists)
- CMFC (Chartered Mutual Fund Counselor)
- Life & Health Insurance License
- NAPA – National Association of Plan Advisors