Our Story

At First American Installment Group™, we believe that sophisticated tax planning should be accessible to every business owner and real estate investor. Founded by industry leaders in tax-deferred transactions, our mission is to simplify the complex world of tax deferral — ensuring that these valuable opportunities are available to all.

With over 40 years of combined experience successfully structuring tax-deferred installment sales, our executive team understands the challenges sellers face. Among our foundational pillars is the Deferred Sales Trust™, a revolutionary tax deferral strategy developed over 30 years ago by our own Senior Counsel, Todd Campbell. While the Deferred Sales Trust™ has proven to be a powerful tool for many, its complexities and associated costs have often rendered it inaccessible to a wider audience.

Recognizing this gap, we created the First American Installment Trust™ (FAIT™) — an innovative platform of our proprietary tools, AI workflows, templates, and playbooks that allows sellers to leverage the benefits of installment sale tax deferral in a simpler, more cost-effective manner. With FAIT™, we empower sellers to navigate the complexities of tax planning with ease, facilitating smoother transactions and fostering greater financial opportunity.

At First American Installment Group™, we are committed to revolutionizing how tax-deferred transactions are approached — ensuring that every client can achieve their financial goals without unnecessary hurdles. Join us on this journey of transformation and empowerment, as we make the complex accessible for all.

What Sets Us Apart

• End‑to‑End Execution – strategic advisory, legal docs, escrow & admin under one roof

• IRS‑Compliant Blueprints – every instrument bench‑tested against latest rulings

• Advisor Friendly – we partner seamlessly with selling‑side CPAs, attorneys, and wealth managers

• White‑Glove Support – real humans, not call‑center scripts

Leadership Team