https://www.foundryfinancial.org/blog daily 0.75 2025-07-07 https://www.foundryfinancial.org/blog/major-tax-legislation-changes-for-2025-a-comprehensive-guide-for-savers-and-retirees monthly 0.5 2025-07-07 https://www.foundryfinancial.org/blog/dont-fear-the-coming-market-crash monthly 0.5 2025-01-04 https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/22739ca1-15fe-4094-9fbe-64417c75f3c5/Slide16.png Blog - Why Another Market Crash Is Almost Guaranteed (And Why You Shouldn’t Worry) - Make it stand out This chart comes from JP Morgan’s Guide to the Markets https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/b2d66d8f-15ec-4d3a-92e8-a7b267bc8178/BondDrawDown.png Blog - Why Another Market Crash Is Almost Guaranteed (And Why You Shouldn’t Worry) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/e58647e9-c6fa-433d-b6a1-1d661bbeb86a/average-investor-return.png Blog - Why Another Market Crash Is Almost Guaranteed (And Why You Shouldn’t Worry) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/96912c08-c8a4-4fc8-9b78-1d240b335aea/NewAllTimeHighs.png Blog - Why Another Market Crash Is Almost Guaranteed (And Why You Shouldn’t Worry) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.foundryfinancial.org/blog/section-1202-what-is-qsbs monthly 0.5 2023-05-18 https://www.foundryfinancial.org/blog/rolling-a-529-into-a-roth monthly 0.5 2023-04-28 https://www.foundryfinancial.org/blog/a-fresh-approach-to-investing-our-firms-unique-strategy monthly 0.5 2023-04-28 https://www.foundryfinancial.org/blog/5-things-to-consider-when-selling-a-business monthly 0.5 2023-04-28 https://www.foundryfinancial.org/blog/should-i-invest-in-crypto monthly 0.5 2023-09-21 https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/8dc5cdb1-7e6e-49cf-9552-15c6ed5b04f9/shutterstock_1060313306.jpg Blog - Should I Invest in Crypto? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.foundryfinancial.org/blog/how-to-do-back-door-roth-conversion monthly 0.5 2023-04-28 https://www.foundryfinancial.org/blog/tax-planning-in-turbulent-times-taxes-and-saving monthly 0.5 2023-04-28 https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/703aea12-ce88-4cca-a0a9-3dda336fd2a3/Screen-Shot-2021-12-13-at-4.05.43-PM.png Blog - Tax Planning In Turbulent Times: Taxes And Saving Bright natural dining room nook with vases plates and fruits on the table. https://www.foundryfinancial.org/blog/category/Crypto monthly 0.5 https://www.foundryfinancial.org/blog/category/Taxes monthly 0.5 https://www.foundryfinancial.org/blog/category/Investing monthly 0.5 https://www.foundryfinancial.org/blog/category/College monthly 0.5 https://www.foundryfinancial.org/blog/category/Strategy monthly 0.5 https://www.foundryfinancial.org/blog/category/Small+Business monthly 0.5 https://www.foundryfinancial.org/blog/category/Retirement monthly 0.5 https://www.foundryfinancial.org/blog/tag/Roth+IRA monthly 0.5 https://www.foundryfinancial.org/blog/tag/RMD monthly 0.5 https://www.foundryfinancial.org/blog/tag/IRA monthly 0.5 https://www.foundryfinancial.org/blog/tag/Annuities monthly 0.5 https://www.foundryfinancial.org/blog/tag/college+savings monthly 0.5 https://www.foundryfinancial.org/blog/tag/Secure+Act monthly 0.5 https://www.foundryfinancial.org/blog/tag/Retirement monthly 0.5 https://www.foundryfinancial.org/blog/tag/529+Plan monthly 0.5 https://www.foundryfinancial.org/financial-advisor-los-angeles daily 1.0 2025-10-18 https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1618497259178-6XJGK9GR6YAVBQL5L519/20140301_Trade-151_012-2.jpg Financial Advisor Los Angeles https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1607694583486-2PQT0LQ193RL7MCB6DX4/20140228_Trade+151_0046.jpg Financial Advisor Los Angeles https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1607694644871-IC85FNH781UNZSZEGHDR/Aro+Ha_0428.jpg Financial Advisor Los Angeles https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/1733030390220-1HBQHX6L1VEUWK75Z55H/Untitled%2B%2528300%2Bx%2B300%2Bpx%2529.jpg Financial Advisor Los Angeles https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/1733030477905-PT7QPHMULF8WVNNFH5FC/Untitled%2B%2528300%2Bx%2B300%2Bpx%2529%2B%2528300%2Bx%2B150%2Bpx%2529%2B%25281%2529.jpg Financial Advisor Los Angeles https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/ab094a9d-e277-42a3-a741-3c05046adea0/Financial+Advisor+Los+Angeles+-+Foundry+Financial Financial Advisor Los Angeles - Retirement planning can be overwhelming. Should I do a Roth conversion? When should I take my Social Security? Am I taking too much risk in my portfolio? Do I have enough money to retire? https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/82176995-0f6c-412d-b616-d2de5a24fb76/3249826-200.png https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/1e7e9358-ea92-44da-846c-979df6e3fc7a/4247522.png https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/5a60283a-7165-4dd4-9ecb-4ca881049b26/4369101.png https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/1672163845473-SKNF002S1BURNIA9CQH7/2.png Financial Advisor Los Angeles https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/1672163846855-BX6FRFET5NGOGZUGTURB/4.png Financial Advisor Los Angeles https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/1672163846827-2HLRN5VHXZXTEZLOST4W/3.png Financial Advisor Los Angeles https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/1672163847788-LF6FXXRQ644OK1KL2WZJ/6.png Financial Advisor Los Angeles https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/1672163848677-RH46X5M64ZBIF61IC546/7.png Financial Advisor Los Angeles https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/1672163848726-LV1QU85ACE6GS8O8JRYE/8.png Financial Advisor Los Angeles https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/1672164048259-E35VXWP3UP23TJUEC9XH/AP_logo_PNG1.png Financial Advisor Los Angeles https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/1672163971085-6GUJ8PGB5BTMO2EM9KST/5.png Financial Advisor Los Angeles https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/1672163849355-K76W6F2O1SDR3FMAHRJ1/9.png Financial Advisor Los Angeles https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/1672163849836-SZNZ03FPR757MS1VUCU6/10.png Financial Advisor Los Angeles https://www.foundryfinancial.org/wealth-management-los-angeles daily 0.75 2026-02-01 https://www.foundryfinancial.org/get-started daily 0.75 2024-04-24 https://www.foundryfinancial.org/our-story daily 0.75 2025-06-12 https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/e39d1bc1-af12-45be-9a77-212a4835b36b/Financial+Advisors+Los+Angeles+-+Foundry+Financial https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/1732912072777-KYASAMDXYOJOJ55HUPFP/Financial+Advisors+in+Los+Angeles+-+Foundry+Financial Our Story - Your Story Okay, enough about me. Let’s talk about you. People often ask what type of clients we work with. Great question. We do our best work with retirees and those nearing retirement who have been diligent savers, have little debt and are facing a significant tax burden in retirement. Our clients value their time and understand that spreadsheets alone can’t answer life’s most important questions. They know a fulfilling retirement isn’t just about the numbers in their accounts—it’s about the freedom those numbers provide to live a purposeful, impactful life. https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/1732932054570-82CQYVWQRR8UUS8IY3F4/Los+Angeles+Financial+Advisors+-+Foundry+Financial Our Story - Enjoy Life. So, let’s talk about us. The world is filled with advisors and financial services companies who work on commission and are not required by law to work in your best interest. We want to find a better way. Using our unique Foundry Framework™ and evidence-based investments, we work to create a world where you are free of financial worry, so you can focus on what really matters. Working together, our hope is that you will do well, but more than that — you can live your rich life. https://www.foundryfinancial.org/kevin-lum-financial-planner daily 0.75 2025-06-17 https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/0beb0cf8-3487-4ea6-b476-3d4a618a086c/Screen+Shot+2021-12-25+at+6.07.27+PM.png Bio - Kevin Lum, CFP® From selling rocks to opening a business in his parents’ garage to becoming the youngest Dish Network dealer, it was clear that Kevin has always been an entrepreneur and a desire to create value for other people. After deciding to leave the for-profit world, he discovered a new passion working as an executive for an organization that focuses on providing medical care, food, and legal aid among other services to help the under-served. From there, he joined Sojourners and launched a national network of diverse leaders with the goal of reducing poverty. The network grew to 900 members in the first year and eventually to 6,000 members across forty-nine states and eleven countries. While working to make the world a better place, Kevin couldn’t shake his passion for personal finance, investing, real estate, and helping people find the freedom to live their life with purpose. When his father died entirely too young, he went to help his mother find an advisor to sort out her finances. Instead of a helping hand, he found an industry of financial advisors dominated by glorified salespeople working on commission — pushing products that were not in his mother’s best interest. Disappointed with the options, Kevin took matters into his own hands and launched a wealth management firm dedicated to retirement planning to allow more people to retire without worry. Kevin is a Certified Financial Planner™ and one of the leading voices on retirement planning. He studied impact investing and financial planning at Santa Clara University and UCLA Extension. Go Bruins! Kevin is also the host of Retirement Made Simple, a podcast and YouTube channel about retiring without worry. Kevin and his family live in the Silverlake neighborhood of Los Angeles. In his free-time, Kevin enjoys exploring Los Angeles and discovering the best used book stores and coffee shops. On weekends you can find Kevin serving as a barista at his church’s coffee shop. https://www.foundryfinancial.org/growth-disclosure daily 0.75 2023-07-29 https://www.foundryfinancial.org/disclaimer daily 0.75 2021-12-28 https://www.foundryfinancial.org/privacy daily 0.75 2025-11-19 https://www.foundryfinancial.org/free-assessment daily 0.75 2023-09-22 https://www.foundryfinancial.org/riskscore daily 0.75 2022-02-01 https://www.foundryfinancial.org/discovery daily 0.75 2024-02-07 https://www.foundryfinancial.org/financial-planning-for-pastors daily 0.75 2023-05-01 https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/67ac46bf-1062-4475-a3cc-2f983d3c9be6/istockphoto-1067769840-612x612.jpeg Financial Planning for Pastors hand-drawn armchair icon https://images.squarespace-cdn.com/content/v1/5ede5d5c4e1eb54d74680dd4/1592257949474-24WVPWDYQ2XUALLQ3P2D/image-asset.png Financial Planning for Pastors hand-drawn aim target icon https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/0b4d97c2-5753-4bb6-a815-8ef040743e46/stockmarkethanddrawn.jpeg Financial Planning for Pastors hand-drawn empty pill bottle icon https://images.squarespace-cdn.com/content/v1/5ede5d5c4e1eb54d74680dd4/1592257964989-8DUQISWFIW61SQVEJ0WJ/image-asset.png Financial Planning for Pastors hand-drawn simplified needles in back acupuncture icon https://www.foundryfinancial.org/retirement-assessment-former daily 0.75 2024-11-29 https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/1379c527-1d59-4993-b4f4-c0af9537f168/Copy+of+Minimalist+simple+Cover+Proposal+A4+Document+%281080+x+1434+px%29-3.png https://www.foundryfinancial.org/financial-planners-los-angeles daily 0.75 2026-03-21 https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/e9d150af-bfa0-4ff1-8cfb-990fb4003d99/tempImage0PncvP.jpg Financial Planners Los Angeles https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/a194fbef-6afd-4689-818e-ed335c6b8c88/Head+Shot+-+Noah+Hankin+%282024%29.jpg Financial Planners Los Angeles https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/64d602e2-6c1a-4ee5-bfc9-9b0ef7f5d21b/FF+Photo.png Financial Planners Los Angeles https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/29c4b5dc-1f9f-4cd4-ba68-db07e133c82d/RMheadshot.jpg Financial Planners Los Angeles https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/4093fc6e-0600-496d-b618-dbf134f9dc6b/christine.png Financial Planners Los Angeles https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/450f2e7d-8060-4a25-8657-74f491ab55a6/IMG_9473.png Financial Planners Los Angeles https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/dbd53e5d-241f-48b3-8239-a4bc2847b42b/JT+Headshot.jpg Financial Planners Los Angeles https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/a92145f1-7bca-4eae-8616-d48ff9096eba/211216_huber_083.jpg Financial Planners Los Angeles https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/a25c6b35-999e-4580-a034-cbb94f050d11/Matthew+Forney+Headshot.jpg Financial Planners Los Angeles https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/277de621-a4f9-4847-8066-9cbdb7f279e3/1706805628036.jpeg Financial Planners Los Angeles https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/e6dd90f5-27f2-416c-973e-97093c664936/Screen+Shot+2026-03-20+at+1.39.40+PM+%281%29.png Financial Planners Los Angeles https://www.foundryfinancial.org/noah-hankin daily 0.75 2024-05-20 https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/a194fbef-6afd-4689-818e-ed335c6b8c88/Head+Shot+-+Noah+Hankin+%282024%29.jpg Noah Hankin - Noah Hankin, CFP®, CPA Noah is an active CPA and CFP® professional. His prior work experience has involved supporting financial advisors in a variety of roles including developing and monitoring financial plans and preparing tax returns. At Foundry Financial, Noah is currently in a Financial Planning role where he works alongside Kevin to help the firm’s clients achieve financial success. Noah is a graduate of the University of Colorado at Boulder where he triple majored in Personal Financial Planning, Accounting, and Operations Management. He brings a strong attention to detail, advanced excel skills, and financial planning software experience to the table. Noah grew up in the Philadelphia area and currently resides near the beach in Fort Lauderdale, Florida. Besides working for Foundry Financial, Noah volunteers with the nonprofit Sea Turtle Oversight Protection which rescues disoriented hatchlings on Fort Lauderdale’s beaches. Noah is also a scuba diving instructor and leads scuba diving and lobstering tours off the beach in Fort Lauderdale. https://www.foundryfinancial.org/thanks-for-booking daily 0.75 2024-11-29 https://www.foundryfinancial.org/how-much-of-my-social-security-is-benefit-taxable daily 0.75 2024-02-07 https://www.foundryfinancial.org/how-much-of-my-social-security-is-benefit-taxable-1 daily 0.75 2024-02-07 https://www.foundryfinancial.org/investment-returns-calculator daily 0.75 2024-03-09 https://www.foundryfinancial.org/mortgage-calculator daily 0.75 2024-03-09 https://www.foundryfinancial.org/new-page-1 daily 0.75 2024-04-21 https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/9b7ff4c9-16e7-49ef-9b72-afc088bba204/3.jpg https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1618500688457-ORGBJQJ3FH1CKHQ8SI3P/List_01.png https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/7d78e427-d02c-41f8-9173-447e73d1d753/image-asset+%282%29.jpeg https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/26bd8da7-ac38-496e-83f6-211228f17663/20140301_Trade-151_0124-copy.jpg https://www.foundryfinancial.org/new-page-2 daily 0.75 2024-08-09 https://www.foundryfinancial.org/free-annuity-review daily 0.75 2024-09-21 https://www.foundryfinancial.org/jeannette-campbell daily 0.75 2025-03-19 https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/18691b3b-1083-4e8a-99e8-b1cfb2580f93/FF+Photo.png Jeannette Campbell - Jeannette Campbell, Operations Manager Jeannette Campbell is the Operations Manager at Foundry Financial, where she ensures smooth operations and exceptional client service. Efficient, well-organized, and detail-oriented, Jeannette is dedicated to optimizing workflows and building strong client relationships. Jeannette has a Business Degree from Columbia Southern University. Her professional background includes working as an executive assistant for operations leads and business owners, as well as managing environmental contracts as an accounts payable specialist and assistant payroll coordinator. She brings a wealth of experience to the team with her knowledge in human resources, payroll, billing, customer service, accounts payable, and office administration. Originally from New England, Jeannette moved to Central Florida nine years ago. Outside of work, she serves on the board of directors for the Patrons of the Arts and volunteers with Habitat for Humanity through her daughter’s school. In her free time, she enjoys baking, crafting, and spending time with her two children, Zackery and Skyler, who inspire her every day. https://www.foundryfinancial.org/retirement-assessment daily 0.75 2025-10-09 https://www.foundryfinancial.org/robert-mcalister daily 0.75 2025-11-03 https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/2676558b-ebe5-49d9-a6b2-5df2e0833e88/RMheadshot.jpg Robert McAlister - Robert McAlister At Foundry, Robert is our Lead Financial Advisor, serving as the COO of our New Orleans office. After a career on Capitol Hill in the US House of Representatives and working for some rapidly growing startups, Robert decided to combine his love of entrepreneurship and finance by starting a solo practice in 2020. After four years of rapid growth solo, Robert and Kevin reconnected and joined forces to help bring their unique style of investing & planning all over the country. Robert specializes in working with his fellow entrepreneurs, executives and self-employed professionals and integrating their personal finances into their business planning. He loves to help entrepreneurs take control of their personal finances so they can focus on growing their business. Robert is a graduate of Louisiana State University and holds a WMCP®, Wealth Management Certified Professional designation from The American College of Financial Services. https://www.foundryfinancial.org/christine-damico daily 0.75 2025-04-21 https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/879e49a2-1246-4204-970b-c02e2210f727/christine.png Right Capital Access - Christine Damico, CFP® Education: • B.S. in Finance, Virginia Tech • CERTIFIED FINANCIAL PLANNER™ Christine is a seasoned financial advisor and educator with over 14 years of experience in the field. Her career began as a Financial Planning Resident in Minneapolis, MN, where she participated in over 1,200 client meetings and collaborated with firms across the nation to establish best practices for residency programs. Christine’s professional achievements include contributing exam questions to future CFP® certification exams, being named to Investment News’ Top 40 Under 40, and returning to Virginia Tech as an adjunct professor to teach financial planning. She also led a team of CFP® practitioners at a DC-based firm, guiding them in crafting and delivering comprehensive financial plans. Beyond her professional pursuits, Christine is dedicated to giving back. She has prepared tax returns for low-income individuals, assisted sight-impaired seniors with managing their finances, and served on the board of the National Capital Area Financial Planning Association. In her downtime, Christine enjoys agility training and nose work with her dogs, Izzy and Finn, playing pickleball, and exploring the world of romantasy novels. https://www.foundryfinancial.org/rc-sales-pages-1 daily 0.75 2025-04-21 https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1615225259531-0HK0SKZ3FR5VOEIG39FB/Rectangle+26.jpg RC Sales Pages https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1615225322403-8M32U1NK41JYCCJQCWP7/Rectangle+25.jpg RC Sales Pages https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1615225298850-6RK21Y7YG7VPMPS9NQT9/Rectangle+27.jpg RC Sales Pages https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1615225322403-8M32U1NK41JYCCJQCWP7/Rectangle+25.jpg RC Sales Pages https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1615225298850-6RK21Y7YG7VPMPS9NQT9/Rectangle+27.jpg RC Sales Pages https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1615225259531-0HK0SKZ3FR5VOEIG39FB/Rectangle+26.jpg RC Sales Pages https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/e7b2e71d-7fb6-44c2-a351-68b8e4022961/14_MARKETPLACE_SHOT_3_1002_03_QC.jpg https://www.foundryfinancial.org/elena-dunn daily 0.75 2025-05-21 https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/8a6038b7-6b9d-4e2f-8a8d-6f6d29d62a35/IMG_9473.png Elena Dunn - Elena Dunn Elena joined Foundry Financial in the summer of 2025 as a financial planning associate. She is an incoming senior in the Leeds School of Business at CU Boulder, where she’s earning a BS in Business Administration with dual emphases in Personal Financial Planning and Accounting. She is also earning a minor in Music. The coursework she’s completed thus far, combined with the real-world applications and observations she’s experienced through her internships over the previous two summers, enable her to add value to the team in the form of curiosity and new perspectives. A goal of hers is to earn both the CPA license and CFP® certification, and she is planning to study and sit for the exams after she graduates in the spring of 2026. Outside of the classroom at CU, she’s involved in the Leeds Scholars Program, the Financial Planning Club, Mile 21 A Cappella, Music Industry Club, and Leeds’ Dean’s Student Cabinet. She also enjoys traveling, spending time with loved ones, reading adventure/fantasy/mystery novels, and partaking in stereotypical Colorado-native activities (going to Red Rocks concerts, and wearing her Melanzana while skiing, mountain biking, or summiting Fourteeners). https://www.foundryfinancial.org/cbo-medicare-letter daily 0.75 2025-05-22 https://www.foundryfinancial.org/can-i-afford-to-retire daily 0.75 2025-08-12 https://www.foundryfinancial.org/jacob-tell daily 0.75 2026-01-10 https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/dbd53e5d-241f-48b3-8239-a4bc2847b42b/JT+Headshot.jpg Jacob Tell - Jacob Tell, CFP® Jacob is a financial planner with three years of experience supporting advisors in the creation and execution of comprehensive financial plans for individuals and families. He brings an analytical approach to his work and believes that client-centric financial planning is built on transparency and diligence. Jacob earned his Bachelor’s degree from the University of Minnesota Duluth, where he served as Director of the Financial Planning Club. As a commitment to professional development, he earned his CFP® designation in 2025. A Minnesota native and lifelong Vikings fan, Jacob spends his time outside of work managing and playing on his summer baseball team, enjoying time with family, and hunting with his yellow lab, Ellie. https://www.foundryfinancial.org/john-frechette daily 0.75 2025-10-07 https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/90492df4-73a6-4743-8a37-9c195fd742a3/211216_huber_083.jpg John Frechette, CPA, CFP® - John Frechette John is a CPA and CERTIFIED FINANCIAL PLANNER™ who helps individuals and families retire with confidence through thoughtful, comprehensive financial planning. With a strong background in both tax and financial planning, he brings a clear, disciplined approach to helping clients navigate retirement, investments, and life transitions. At Foundry, John works closely with clients to develop integrated plans that help simplify complex topics. He’s especially passionate about listening to each individual’s unique story and weaving that story into a personalized financial plan that aligns with what matters most to them. John holds a B.A. in Accounting from Liberty University. He lives in the greater Lake Norman area of North Carolina with his wife, Allie, their daughter, Reese, and their golden retriever, Pretzel. Outside of work, John enjoys golf, basketball, and serving in his church’s youth group. https://www.foundryfinancial.org/matthew-forney daily 0.75 2025-10-27 https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/4c4387ea-68e8-4369-84c0-a7df9685b72e/Matthew+Forney+Headshot.jpg Matthew Forney, CFP® CPWA® - Matthew Forney, CFP® CPWA® Matt has spent his career helping individuals and families navigate the complexities of wealth management with clarity and confidence. His experience includes serving as Director of Client Family Services at Market Street Trust Company, where he guided multi-generational families through all aspects of wealth planning, including investments, estate strategy, tax, philanthropy, and family governance. Earlier in his career, he was Vice President and Wealth Advisor at Tompkins Financial Advisors and held client service roles at Vanguard. He earned his CFP® designation in 2018. Originally from Pennsylvania, Matt now lives in Colorado Springs with his wife, their three kids, and the family dog. Outside of work, he enjoys staying active through hiking, running, and lifting weights, as well as golfing and cheering on his beloved Pittsburgh Steelers. https://www.foundryfinancial.org/nick-hiebert daily 0.75 2026-01-13 https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/bbda5487-5e0b-4540-a63f-d2ae36375591/1706805628036.jpeg Nick Hiebert - Nick Hiebert Prior to entering the financial services industry, Nick spent eight years as a high school science teacher and varsity basketball coach. His passion for personal finance, love of problem solving, and desire to help others led him to pursue the CERTIFIED FINANCIAL PLANNER™ designation. Nick has served retirees and high-net-worth individuals in both financial planning and support roles. At Foundry Financial, he works alongside Kevin in a financial planning role, helping clients develop and implement strategies to achieve long-term financial success. Nick is a graduate of Texas A&M University, where he earned a degree in Psychology. He completed his CFP® education through North Carolina State University. Nick resides in College Station, Texas, with his wife, Beth, and their sons, Reid and Grant. Outside of work, he enjoys spending time with his family, playing guitar on his church’s worship team, and attending Texas A&M sporting events. https://www.foundryfinancial.org/real-net-worth-calculator daily 0.75 2026-02-25 https://www.foundryfinancial.org/cora-isaacson daily 0.75 2026-03-21 https://images.squarespace-cdn.com/content/v1/61c4086677914a1b53ae96ed/f877ae69-aa23-45e4-9242-10770602f2db/Screen+Shot+2026-03-20+at+1.39.40+PM+%281%29.png Cora Isaacson - Cora Isaacson Cora Isaacson is the Client Success Manager at Foundry Financial, where she focuses on delivering a seamless and high-quality experience for clients. Known for her strong communication skills and relationship-driven approach, Cora is dedicated to helping clients feel confident, informed, and supported throughout their financial journey. Cora has a background in financial services and client relationship management, having previously built her own practice as a Financial Advisor. Originally from Colorado, Cora now lives in Naperville, Illinois, after graduating from North Central College, where she majored in finance and was a part of the NCAA triathlon team.