Accolades

#14 Fastest Growing RIA

We are proud to announce that we are ranked the #14 fastest-growing RIA by FA Magazine¹ Our dedication to helping our investors, advisors, and their businesses grow has paid off in big ways. And we are just getting started.

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Foundations' Story

Foundations Investment Advisors has always done things a little different. From startup to a full-fledged RIA, we have experienced tremendous growth.

Early 2015
With a group of financial advisors, CEO Bryon Rice recognized an opportunity to bring institutional asset management to retail clients.
December 2019
Foundations has always been focused on growth. In December 2019, Foundations officially crossed the $1 billion AUM threshold. The team had their celebration and then hit the grindstone to continue to provide high quality service to advisors.
March 2020
Originally located in Scottsdale, a new space was renovated to fit the growing team and provide amazing marketing resources to advisors. Despite the building not getting high use because of the COVID-19 pandemic, the team continued  expanding.
Business man and business woman sitting in conference room smiling and talking.
Stephanie Jones, a business woman's, headshot in conference room

"The new space really allowed us to expand our team and resources to keep up with our rapid growth. Innovation and collaboration are important to us, and having a space that encourages those values have allowed us to  remain competitive."

Stephanie Jones, SVP of Business Development

April 2021
In April 2021, Foundations crossed the $2 billion AUM threshold.
May 2021
FA Magazine ranked us #11 Fastest Growing RIA in the US¹. 🎉
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"We are so proud of the growth we have experienced. We owe it to our advisors and their dedication in their communities."

Dan Biagini, Chief Distribution Officer

Today
Foundations continues to look for ways to partner with advisors to help them grow. Though Foundations continues to expand our staff and calibrate our strategy, our mission remains the same. We are passionate about growth and dedicated to giving our advisors excellent experiences.
Beyond Today
We aren't stopping here. We will continue to look for new opportunities to better serve you, the investor.

Invest with an RIA who cares about your financial goals and will work to help you achieve those.

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Executives

Bryon Rice
Founder & CEO
Jarrod Florence
President
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David Young
CFA, Chief Investment Officer
Darren Leavitt corporate headshot in black and white.
Darren Leavitt
CFA, Chief Investment Strategist
Kyle Mann
Chief Financial Officer
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Ernest J. C’DeBaca
Chief Operating Officer, General Counsel, & CCO
Stephanie Roper corporate headshot in black and white
Stephanie Roper
Senior VP - Operations & Business Development
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Josh Cooksey
Senior Vice President

Directors

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Nick Kaiser
Director of Financial Planning
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Kandice Garcia
Director of Advisor Services

Operations & Business Development Team

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Amy Book
Training Coordinator & Advisor Services Relationship Manager
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Ashley Collins
Advisor Services Relationship Manager
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Alex Hyslop
Advisor Services Relationship Manager
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Barbara Murphy
Advisor Services Relationship Manager
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Lisa Chai
Advisor Services Relationship Manager
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Yana Anderson
Advisor Services Associate
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Isabel Lopez
Advisor Services Associate
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Victoria Rogers
Advisor Services Relationship Manager
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Madison Goias
Advisor Services Relationship Manager
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Angela Gordon
Advisor Services Relationship Manager
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Jessica Purnell
Advisor Services Relationship Manager
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Evan Bennetch
Business Development Specialist

Billing & Account Setup

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Kyle Bogdahn
Manager of Billing
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Sarah Bogdahn
Business Development Specialist
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Hope Wiles
Billing & Account Specialist

Financial Planning Team

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Joseph Stephenson
Financial Planning Associate
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Murray Titterington
Financial Planner

Trading Team

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Amber Namitz
Trading Operations Manager
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Tyler Peterson
Trader
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Alyssa Smith
Junior Trader
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Johnny Branche
Junior Trader
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Kane Florence
Junior Trader
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Seif Waly
Junior Trader
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Parker Capriotti
Junior Trader
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Justin Johnson
Account Operations Specialist

Marketing & Communications

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Charles Grinstead
Lead Software Engineer
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John Kiczek
Software Engineer

Information Technology

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Sean Bingham
Salesforce Administrator
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Investments

Portfolios and funds as solutions.

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Cash Management

Investment Returns + Immediate Liquidity

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