Board of Directors

Our 18-person 2018 Board of Directors is led by Dean Harman.  Dean is a financial advisor and founder of Harman Wealth Management.

Our Management Team

The FSI management team is headed by Dale Brown, CAE, president and CEO, who has led FSI since its founding in 2004.

FSI Councils

FSI has seven advisory councils, each headed by a volunteer member. These councils provide guidance and direction to the FSI board and staff on issues in different areas of the industry: Accounting & Finance, Compliance, Due Diligence, Investment Advisory Services, Marketing, Growth & Development, Operations and Financial Advisors. FSI also has two task force committees, one for the annual OneVoice Conference and one for the FSI Forum.

Learn more about each council and committee purpose and their volunteer leaders.

Learn More

Watch our video to learn more about FSI’s mission and why advocacy for our industry matters.