Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Our advisors

Advisor photo for Lance Mackall

Lance Mackall

Financial Advisor

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

Rick Yanez

Financial Advisor

Managing Partner of Foundation Wealth Management
Learn more about Rick Yanez Visit Rick Yanez's website
Advisor photo for Rick L. Scott

Rick L. Scott

CFP®, CRPC, CSRIC®

Financial Advisor

Learn more about Rick L. Scott Visit Rick L. Scott's website


Our team

Monica Vega

Monica Vega

Office Manager

Crystal Gilman

Crystal Gilman

Client Service Manager

Rebecca Rodriguez

Rebecca Rodriguez

Client Service Manager

Grace Mackall

Grace Mackall

Administrative Assistant