Advisory Firms: Growth by Design
The FA Insight Team
Dan Inveen and Eliza De Pardo established FA Insight in 2008 out of a desire
to deliver research
and consulting services to financial advisory firms as well as those who service or work with them.
Located in the Pacific Northwest and with a nationwide reach, the firm meets clients' needs wherever they may be.
Dan Inveen
Principal and Director of Research
Noted as one of the industry’s sharpest analysts by Financial Planning magazine, Dan has assisted
businesses through research and strategy development for more than two decades. Dan’s high-profile
initiatives identify emerging best practices in firm management, illuminate general industry trends,
and provide new perspectives on the distribution and demand for financial advice.
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Eliza De Pardo
Principal and Director of Consulting
With 13 years of financial services industry experience, Eliza specializes in management consulting to
advisory firms. She leads FA Insight’s strategic planning and human capital offerings, including
organizational design and compensation planning. Eliza also brings industry expertise to clients in
the area of strategic marketing, supporting firms in the acquisition of new clients.
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Sarah Pelonio
Research Manager
As research manager for FA Insight, Sarah plays a key role in providing analytical support on FA Insight’s leading research initiatives. Sarah works on all phases of our research, from survey design to review and analysis of results. She has six years’ experience in the financial services industry, including a stint as senior research analyst with the Moss Adams Business Consulting Group as well as several Human Resources Department positions with Washington Mutual. Sarah holds a bachelor’s degree in business administration from University of Washington, with a concentration in marketing.
Laura Crandall
Client Services Manager
As FA Insight’s client services manager, Laura fosters relationships, supporting all our clients, whether they be new or established. She is the clients’ key point of contact at FA Insight and is always ready to answer any question. Laura also joined FA Insight from the Moss Adams Business Consulting team. She is a graduate of Linfield College in McMinnville, Oregon with a bachelor’s degree in mass communication.
Stacy Atkinson
Client Services Associate
As the Client Services Associate, Stacy is the first point of contact for new and existing clients along with providing support to the Client Services Manager with various functions within FA Insight. She has more than six years of human resources experience; administering talent management, executive development and organizational capability. Stacy joined FA Insight from Watermark Estate Management where she was executive assistant to the CFO of the organization. She attended college at Idaho State University.
