Building Wealth Intentionally.

 

Our Mission

At Faykus Financial, our mission is to help individuals and families steward their gifts, talents, and financial resources with intention - to impact in the missions they are called to serve. We guide our clients in making thoughtful financial decisions that reflect their values, support the people and causes they care about, and create a lasting impact across generations.

We believe that managing a family’s wealth is a sacred trust—one we are honored to uphold with care, integrity, and purpose.

 

Our Values

At Faykus Financial, we are unapologetically a values-driven firm. Our convictions shape how we lead, how we serve, and how we care for the families who entrust us with their wealth. These values are more than words on a page; they guide our decisions, relationships, and daily interactions.

We invite you to explore our core values and ask any member of our team how we strive to put them into practice every day.

 

Servant Leadership

We believe true leadership begins with service. We seek to put others first and approach every relationship—with our clients, team members, vendors, and strategic partners—with humility, care, and a commitment to serving well.

 

Respect

We believe every person deserves to be treated with dignity and respect, regardless of background, beliefs, circumstances, or lifestyle. We hold ourselves to a high standard in how we treat others and seek to foster relationships built on mutual respect and understanding.

 

Integrity

We strive to be who we say we are and do what we say we will do. We approach our work with honesty, transparency, and accountability, recommending strategies and investments we would feel confident considering for our own families.

 

Lifelong Learning

We are committed to continually growing in our knowledge and understanding. As the financial landscape evolves, we strive to remain informed, pursue ongoing education, and thoughtfully evaluate emerging tools, trends, and technologies so we can better serve the families who depend on us.

 

Generosity

We believe everything we have is a gift from God. This belief shapes our commitment to steward our resources wisely and give generously of our time, talents, and treasure, recognizing that what we have is an opportunity to serve others.

 

Positivity & Fun

We believe meaningful work and a positive spirit belong together. While we take our responsibilities seriously and recognize that life and financial decisions can be complex, we seek to bring encouragement, warmth, and appropriate lightheartedness to our interactions. We want the people who work with us and alongside us to feel supported, uplifted, and valued.

Our Team

Susan R Faykus, ChFC®, CEPA®

Founder | CEO | Wealth manager

Susan Faykus is the Founder and Chief Executive Officer of Faykus Financial, where she leads the firm’s vision in providing intentional, values-driven wealth management for multi-generational families. As a trusted advisor, Susan is known for helping clients align substantial wealth with long-term legacy goals, philanthropic impact, and thoughtful stewardship across generations.

With a foundation in economics and business administration from The University of Texas at Austin, Susan brings decades of experience in investment strategy, tax planning, and holistic financial design. Her career includes early work in investment management and private equity, shaping a disciplined, forward-looking approach to wealth planning. She also brings a growing focus to the digital asset class, exploring its evolving role in wealth management and its implications for investment strategy, financial planning, and multi-generational wealth stewardship.

Since founding Faykus Financial in 2017, Susan has focused on delivering consultative, multi-family office services that go beyond traditional financial planning. Guided by faith and a commitment to service, she is deeply motivated to help individuals and families use their gifts, talents, and resources as they were intended—creating financial clarity that frees clients to lead, give, and live with purpose and impact.

Areas of Expertise: Advisory & Strategic Planning • Investment Strategy • Digital Asset Stewardship • Estate & Gift Tax Planning • Business Succession Planning • Pre-Liquidity Planning • Charitable Gift Planning • Multi-Family Office Services • Heir Development • Governance & Education • Tax Planning

Kaylie Fontenot

Senior Operations Support

Kaylie supports Faykus Financial in a senior operations capacity, providing continuity, institutional knowledge, and guidance on higher-level operational processes. In this role, she assists with complex workflows, documentation standards, platform navigation, and operational problem-solving, while serving as a resource to support the executive assistant and broader team.

Previously serving as Executive Assistant to the CEO, Kaylie has been pivotal to the success of Faykus Financial for years. Her experience across administrative, operational, and management functions has contributed to a seamless client experience and strong internal processes.

Drawing from her education and experiences at Texas A&M University, Kaylie brings a thoughtful, detail-oriented approach that aligns with Faykus Financial’s mission to deliver consultative wealth management, multi-family office services, and philanthropic planning with care and precision.

Areas of Expertise: Operations Support, Executive & Administrative Support, Platform & Workflow Navigation

Sydney Hale

Executive Assistant

In her role as Executive Assistant to the CEO, Sydney delivers comprehensive administrative and operational support with a high level of professionalism, discretion, and respect for confidentiality. She manages executive and client correspondence, oversees dynamic scheduling needs, and maintains well-organized client document systems that support a polished and seamless client experience.

Sydney is known for her proactive mindset and meticulous attention to detail when handling sensitive administrative and management functions. Her ability to anticipate needs, streamline workflows, and communicate effectively enables leadership and teams to perform at their highest level in fast-paced, high-visibility environments, reinforcing the firm’s standard of excellence in client service.

Grounded in her education and professional experience at Texas A&M University, Sydney brings a strong background in communication, leadership, and organizational development to her position. She is committed to advancing Faykus Financial’s mission through reliable executive support and a client-focused approach to multi-family office services, consultative wealth management, and philanthropic planning.

Areas of Expertise:
Executive Support & Administration, Process Optimization & Organization, Strategic Communication, Marketing

Blaine Faykus

Outreach & Insurance strategist

Blaine Faykus serves as Insurance Strategist and Outreach Specialist at Faykus Financial, where he supports clients through thoughtful risk management, wealth transfer planning, and legacy-focused strategy. Combining formal education with a lifetime of hands-on experience—including a background in farming—Blaine brings a practical, grounded perspective that resonates with clients from all walks of life.

Blaine is known for his ability to connect personally with individuals and families, walking alongside them through the legacy planning process with clarity, empathy, and care. His approach recognizes that each financial journey is unique, and he is deeply committed to providing personalized guidance that supports long-term security and peace of mind.

Currently enrolled at The American College of Financial Services, Blaine is pursuing the Chartered Life Underwriter (CLU®) designation to further enhance his expertise in risk management and wealth transfer strategies. His ongoing education reflects a dedication to serving clients with both technical excellence and relational integrity.

Aligned with Faykus Financial’s mission of intentional growth, Blaine is passionate about helping clients steward their resources wisely and use their gifts and talents as they were intended. Through comprehensive risk assessment and proactive communication, he helps families protect what matters most and move forward with confidence and purpose.

Areas of Expertise:
Risk Assessment & Management • Insurance Strategy • Wealth Transfer Planning • Client Outreach & Communication • Legacy Support

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 where she gained experience supporting high school students. She is now a teacher and coach at Taylor High School.

Areas of Expertise: Story Telling, Social Media, Content Creation, Branding, Web Design

 
 
 

Our focus is your life and priorities

Finance is a field that deals with the study of investments. It includes the dynamics of assets and liabilities over time under conditions of different degrees of uncertainty and risk.
 

Your dedicated financial advisor

Finance can also be defined as the science of money management. Finance aims to price assets based on their risk level and their expected rate of return. Finance can be broken into three sub-categories.
 

Keeping your finance on track

Personal finance may involve paying for education, financing durable goods such as real estate and cars, buying insurance, e.g. health and property insurance, investing and saving for retirement.
 

Financial market position

Corporate finance deals with the sources funding and the capital structure of corporations, the actions that managers take to increase the value of the firm to the shareholders, and the tools and analysis used to allocate financial resources.

Investment and accumulation

Although it is in principle different from managerial finance which studies the financial management of all firms, rather than corporations alone, the main concepts in the study of corporate finance are applicable to the financial problems of all kinds of firms.