Foundation Wealth Management

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Foundation Wealth Management
Team photo for Foundation Wealth Management

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Advisors

Advisor photo for Rick Yanez

Rick Yanez

Financial Advisor

Managing Partner of Foundation Wealth Management
Visit Rick Yanez's website
Advisor photo for Lance Mackall

Lance Mackall

Financial Advisor

Managing Partner of Foundation Wealth Management
Visit Lance Mackall's website
Advisor photo for John Rodgers

John Rodgers

CFP®, MBA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit John Rodgers's website


Team

Monica Lopez

Monica Lopez

Office Manager

Crystal Gilman

Crystal Gilman

Client Service Manager