Susan R Faykus, ChFC®
Founder | CEO | Wealth manager
Susan Faykus is a remarkable steward of service whose life reflects a commitment to her faith in Christ, compassion, and transformative influence. As a successful and trusted business leader, Susan is recognized for her innovative approach and specialized expertise in shaping substantial wealth into value-driven legacy plans for generational giving and philanthropic impact.
Graduating with a BA in Economics and Business Administration from The University of Texas at Austin in 1987, Susan embarked on a purposeful career journey. Joining Waddell & Reed, she quickly laid the foundation for her investment and planning career, as she funded and managed a private equity portfolio concentrated on new technologies, biomedical advancement, and other areas of innovation.
In 2017, Susan founded Faykus Financial, LLC, a fully Registered Investment Advisory Firm that seeks to lead the multi-generational family wealth management sector. The firm's mission is to bring intentional macro-perspective wealth management to individuals reaching for impact beyond themselves. Currently she is a certified financial planner candidate after her master's level Financial Planning education from The University of Texas at Austin. She continues to deepen her expertise in financial planning and current taxation law to better innovate her practice and to better serve her client families and communities.
As a Trusted Advisor to CEOs of global companies, entrepreneurs, leaders in technology and real estate, non-profits, family foundations, and farmers/ranchers, Susan leads initiatives to design holistic master plans. Her expertise, goal-based investment plans, risk management, and tax strategies result in the creation of Impact Maps that optimize results for her esteemed family of clients.
Susan Faykus exemplifies a life dedicated to service, guided by faith, and marked by a commitment to creating a lasting positive impact on individuals and communities alike.
Areas of Expertise: Advisory, Investments,Estate and Gift Tax Planning, Business Succession Planning, Pre-liquidity Planning, Charitable Gift Planning, Multi-Family Office, Heir Development, Governance and Education, Tax Planning
Kaylie Fontenot
Executive Assistant
As the Executive Assistant to the CEO, Kaylie brings a wealth of experience and a commitment to upholding confidentiality while coordinating executive and client communications and schedules. She excels in organizing and maintaining clients' document libraries, contributing to an unparalleled client experience.
Kaylie's proficiency in handling complex and confidential administrative and management duties plays a crucial role in optimizing results for our clients and supporting the entire team. Her exceptional insight and focus in high-profile environments align seamlessly with Faykus Financial's mission to provide a unique approach to multi-family office services, consultative wealth, and philanthropic planning.
Drawing from her education and experiences from Texas A&M, Kaylie has skillfully applied the values and skills acquired there to propel her career in management.
Area of Expertise: Executive Administration, Organizational Processes, Communications
Judy King, CPC
Legacy Strategist
Judy is a resolute Legacy Strategist who passionately guides individuals and families in creating comprehensive legacy plans that seamlessly integrate philanthropic initiatives with their unique family values. Going beyond philanthropy, Judy extends her focus to personal and spiritual legacies, emphasizing the preservation and enhancement of family cohesion during the transfer of generational wealth.
The passing of Judy’s mother in 2022 heightened her dedication to assisting families in developing clearly defined legacy plans, with the aim of preventing potential communication challenges. With over 35 years of experience in leadership, mentoring, strategic planning, and personal development training, Judy is a Certified Professional Coach. She also holds a bachelors degree in journalism with a minor in marketing.
Currently, Judy is actively pursuing the designation of Chartered Advisor in Philanthropy (CAP) and is engaged in completing The Journey of Generosity program to further enrich her skills as a Legacy Strategist. With a compassionate communication style and diverse experiences, she skillfully partners with clients to develop comprehensive legacy plans that include philanthropic, personal, and spiritual aspects.
Blaine Faykus
Outreach & Insurance strategist
Meet Blaine Faykus, our insurance, strategist and outreach specialist. Blaine combines education with the lifetime of hands-on experience, including a background as a farmer, as he relates to clients to help them through the legacy planning process. He is currently enrolled at the American College to earn the Chartered Life Underwriter (CLU) designation to greater serve our clients and their families risk management and wealth transfer needs.
Blaine excels, and connects with clients from all walks of life, forming the core of our personalized service. Understanding that financial journeys are diverse, he walks alongside our clients with genuine care, further enriching your financial planning experience.
We are not just about financial success; we’re about intentional growth. Blaine is dedicated to helping our clients grow their wealth, purposefully, magnifying your individual gifts and talents. Experience the difference of a guy who combines expertise with empathy. Your journey to intentional growth begins here with Blaine Faykus at Faykus Financial.
Areas of expertise: risk, assessment, initiative, and communication, providing a unique perspective on comprehensive risk evaluation for your financial well-being
Kelsey Faykus
Marketing Director
Kelsey is a creative who serves the firm as a story teller and communicator. She aims to bring the impactful and significant story of Faykus Financial to life through messaging and communications. Kelsey has tasted and seen the value that Faykus Financial brings to their clients and to the wider world, and she is passionate about communicating this. Through marketing programs, brand management, and communications - Kelsey’s goal is to create an invitational presence, where clients are invited into growing their resources, gifts, and talents for their intended purpose.
Kelsey graduated from Southwestern University with a bachelors in business, paired with a minor in communications. During her time at Southwestern, she collected a plethora of marketing knowledge and gained on-the-ground marketing experience as a marketing intern for a global real estate investment trust. Upon graduation, Kelsey was accepted into a rotational marketing program in the tech world, where she specialized in experiential marketing and product marketing.
After working in the marketing realm for over 4 years, her heart was tugged towards a Christian outreach organization. She also currently works with Young Life, a ministry that has a heart for adolescences to experience adventure, relationship, and truth.
Areas of Expertise: Story Telling, Social Media, Content Creation, Branding, Web Design
