Providing our clients with consistent growth, safety, & peace of mind.

Our team of tax, investment, legal, and insurance professionals are dedicated to providing outstanding personalized service to each and every client.

COMPLIMENTARY PORTFOLIO REVIEW

Advisor Team

Stewart Willis

PRESIDENT & HIGH NET WORTH ADVISOR

Scott Preble

FIDUCIARY ADVISOR & INVESTMENT ADVISOR REPRESENTATIVE

Jeff Stegge

Licensed Fiduciary & Investment Advisor Representative

Nathan Faldmo, CFP®

INVESTMENT ADVISOR REPRESENTATIVE

Ernie Baillargeon

LICENSED FIDUCIARY & INVESTMENT ADVISOR REPRESENTATIVE

Erick Jimenez

LICENSED FIDUCIARY & FINANCIAL PLANNER

Kyle Chapman, CFP ®

LICENSED FIDUCIARY & INVESTMENT ADVISOR REPRESENTATIVE

Dan Murphy

LICENSED FIDUCIARY & INVESTMENT ADVISOR REPRESENTATIVE

Las Vegas Team

Stewart Willis

PRESIDENT & HIGH NET WORTH ADVISOR

Scott Preble

FIDUCIARY ADVISOR & INVESTMENT ADVISOR REPRESENTATIVE

Jeff Stegge

Licensed Fiduciary & Investment Advisor Representative

Nathan Faldmo, CFP®

INVESTMENT ADVISOR REPRESENTATIVE

Ernie Baillargeon

LICENSED FIDUCIARY & INVESTMENT ADVISOR REPRESENTATIVE

Erick Jimenez

LICENSED FIDUCIARY & FINANCIAL PLANNER

Kyle Chapman, CFP ®

LICENSED FIDUCIARY & INVESTMENT ADVISOR REPRESENTATIVE

Dan Murphy

LICENSED FIDUCIARY & INVESTMENT ADVISOR REPRESENTATIVE

Arizona Team

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Alpha 1 Team

David Young

Chief Investment Officer | Consultant – Foundations Investment Advisors, LLC

Terrell Davis

Partner

Lee Busto

AAMS ® , CRPC - Investment Adviser Representative

Bryon Rice

Chief Executive Officer

Peter Van De Zilver

Head of Portfolio Management | Consultant – Foundations Investment Advisors, LLC

Rebecca Voyzey

Lead Operations Processor

Ruth Skinner

Administrative Assistant

Kyle Mann

Chief Financial Officer | Consultant – Foundations Investment Advisors, LLC

Kevin Vanderbilt

SR Investment Analyst

John-David (JD) Woolley

MT, CTS - Investment Adviser Representative

Gus Skinner

Investment Advisor Representative & Certified Public Accountant

Drake Trickey

Operations Manager

Ernest J. C’Debaca

General Counsel and Chief Compliance Officer | Consultant – Foundations Investment Advisors, LLC

Darren Leavitt

Portfolio Manager - Sr. Marketing Analyst | Consultant – Foundations Investment Advisors, LLC

Andrew Perry

Investment Advisor Representative & Fiduciary

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TD Ameritrade InstitutionalFidelity Investments

Corporate Headquarters
11323 W Bell Rd. #301,
Surprise, AZ 85378

P: 602-449-0146
Toll-Free: 855-879-8293

Scottsdale Office
16435 N. Scottsdale Rd. #175
Scottsdale, AZ 85254

P: 602-449-0146
Toll-Free: 855-879-8293

Tempe Office
4310 E. Cotton Center Blvd,
Suite. 120 Phoenix, AZ 85040

P: 602-449-0146
Toll-Free: 855-879-8293

Las Vegas Office
901 N Green Valley Pkwy, Suite 100,
Henderson, NV 89074

P: 702-476-4300
Toll-Free: 855-879-8293

Portland Office
4800 Meadows Rd, Suite 125,
Lake Oswego, OR 97035

P: 503-446-4300
Toll-Free: 855-879-8293

San Diego Office
‍Virtual Office

P: 602-449-0146
Toll-Free: 855-879-8293

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