FSA Wealth Partners

Kimberly Basenback is a CFP® and Series 66-licensed financial advisor with 12 years of industry experience. She has been with Financial Services Advisory, Inc. since 2013. Kimberly is based in Rockville, MD, and works as part of a nine-advisor team at FSA Wealth Partners. FSA Wealth Partners provides discretionary asset management and limited financial planning to individuals, business owners, foundations, trusts, IRAs, and other retirement plans. The firm employs a technical analysis-driven investment process supplemented by fundamental review and offers institutional-style portfolio management and reporting.

Mary Ann Drucker is a financial advisor at FSA Wealth Partners in Rockville, MD, holding Series 63 and Series 65 licenses with nine years of industry experience. She has been with Financial Services Advisory, Inc. since 2015. FSA Wealth Partners provides discretionary asset management and limited financial planning to individuals, business owners, foundations, trusts, and retirement plans. The firm uses a technical analysis-based investment process combined with fundamental review and offers a multi-advisor team managing approximately three-quarters of a billion dollars in assets.

Michael Zarrelli is a CFP® professional with five years of experience in financial advisory. He has worked at Financial Services Advisory, Inc. since 2018 and previously held positions at PNC Financial Services and in the hospitality industry. Zarrelli’s background includes roles outside finance, such as working at Longhorn Steakhouse and Shugar Shack. He is part of FSA Wealth Partners, a team-based firm that manages discretionary asset portfolios and provides limited financial planning to individuals, business owners, and institutional clients. The firm’s investment approach combines technical analysis with fundamental review and employs a structured exit strategy called the FSA Safety Net to manage risk.

Aaron Weston is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with FSA Wealth Partners and has previously worked at Financial Services Advisory, Inc., Charles Schwab Bank SSB, Charles Schwab & Co., Inc., and TD Ameritrade. FSA Wealth Partners provides discretionary asset management and limited financial planning to individuals, business owners, foundations, trusts, IRAs, and retirement plans. The firm employs a technical analysis-driven investment process supplemented by fundamental review and uses a structured approach that includes tactical strategies and a defined exit framework called the FSA Safety Net.

David Petersen is a CFP® with 37 years of industry experience, currently serving at FSA Wealth Partners in Rockville, MD. He has been with Financial Services Advisory, Inc. since 1982. FSA Wealth Partners is a multi-advisor firm managing approximately three-quarters of a billion dollars in assets, providing discretionary asset management and limited financial planning to individuals, business owners, foundations, and retirement plans. The firm employs a technical analysis-driven investment process with an explicit exit framework, combining actively managed and indexed funds alongside tactical strategies.

Christopher Jones Jr. is a financial advisor at FSA Wealth Partners in Rockville, MD, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Financial Services Advisory, Inc., Secretariat International, and PFS Partners. Before entering the financial advisory field, he worked in education at Norwich University and Sterling High School. FSA Wealth Partners provides discretionary asset management and limited financial planning to individuals, business owners, foundations, trusts, IRAs, and retirement plans. The firm employs a technical analysis approach supplemented by fundamental review, using an explicit exit framework called the FSA Safety Net to manage downside risk.

Jordan Daugherty is a CFA® charterholder and holds a Series 66 license, with six years of experience in the financial services industry. He is currently with FSA Wealth Partners, where he has worked since 2022. His prior experience includes roles at Madison Avenue Securities, Campbell Wealth Management, and Navigant Consulting, among others. Outside of finance, he has worked in the hospitality sector at The Line Hotel DC and in the coffee industry with Philz Coffee. FSA Wealth Partners provides discretionary asset management and limited financial planning to individuals, business owners, foundations, trusts, IRAs, and retirement plans. The firm employs a technical analysis-based investment process with an explicit exit framework called the FSA Safety Net, combining active and indexed funds and tactical strategies, and manages approximately three-quarters of a billion dollars in assets across a multi-advisor team.

Ronald Rough is a CFA® charterholder and holds a Series 65 license with 29 years of experience in the financial services industry. He is part of a nine-advisor team at FSA Wealth Partners in Rockville, MD, where he has worked since 2006. FSA Wealth Partners provides discretionary asset management and limited financial planning to individuals, business owners, foundations, trusts, IRAs, and other retirement plans. The firm employs a technical analysis-driven investment approach supplemented by fundamental review and uses a structured process for client onboarding and communication.

James Joseph is a CFP® professional with 21 years of experience in the financial services industry. He has been with Financial Services Advisory, Inc. since 2004. He holds Series 63 and Series 66 licenses and is based in Rockville, MD. James is part of FSA Wealth Partners, a multi-advisor team managing approximately three-quarters of a billion dollars in assets. The firm provides discretionary asset management and limited financial planning to individuals, business owners, foundations, and retirement plans, employing a technical and fundamental investment approach centered on risk management strategies.