Jeffrey B. Junior
Jeff Junior has spent nearly two decades in the financial services profession helping individuals and couples in or nearing retirement better understand and prepare for the challenges associated with the ever-changing financial landscape. He holds his Series 65 and Life & Health licenses, and has a proven track record of helping clients successfully align assets with objectives to leverage and manage investment portfolios that will weather market fluctuations. A well-known speaker in the greater Phoenix area and an active member of the National Association of Insurance and Financial Advisors (NAIFA), Jeff frequently hosts public educational workshops in the community on a variety of financial and retirement topics.Jeff is a decorated Desert Storm veteran of the Unites States Marine Corps, where he proudly served in a Marine Expeditionary Unit. Obtaining his degree in 1997 from Campbell University in Buies Creek, NC, he immediately entered the financial services and insurance sector. Jeff has served corporations large and small in roles such as financial advisor, vice president, senior partner and now president of FIA. Jeff’s high degree of knowledge and training has earned him numerous noteworthy awards, including membership in the Circle of Honor Society. Additionally, he has been quoted in articles published by The Boston Globe, CNBC, Reuters, Yahoo! Finance, Morningstar and countless others.
Darren Leavitt, CFA®
Darren Leavitt joined the FIA team in 2015 as a portfolio manager, bringing more than 20 years of investment experience to the team. Throughout his career, he has successfully worked with a number of different types of investments in a broad array of strategies as a portfolio manager, analyst and trader. Darren earned his Chartered Financial Analyst designation from the CFA Institute after passing rigorous exams indicating his extensive knowledge and familiarity with portfolio management and wealth planning, among other related topics.
Darren was awarded a Bachelor of Science degree in Finance from DePaul University, and earned his Master’s in Financial Markets and Trading from the Illinois Institute of Technology. He grew up in Arizona and enjoys spending his free time with his two sons, Cole and Declan.
Kevin M. Churchill, CFA, CFP®
Chief Investment Officer
As the Chief Investment Officer, Kevin brings over 20 years of investment experience to the team. Throughout his career, he has worked in several investment management roles including; building an investment platform with 20+ years of developing Strategic Asset Allocation models and conducting Investment Policy Committee meetings to evaluate Tactical shifts to the Strategic Models.
He spent over 5 years as a Separately Managed Accounts(SMA) portfolio manager for an S&P 1500 portfolio with 6 portfolio sleeves to build out Large, Mid and Small cap value and growth, growing assets from seed portfolio of $30,000 to over $80 million. Additionally, he has been conducting manager research for over 10 years in asset classes including: Equities, (U.S. Large, Mid and Small Cap, International Developed Markets, Emerging Markets and Frontier Markets), Fixed Income, (Government, Investment grade Municipal and Corporate, Senior Bank Loans, Emerging Market Debt and Global High Yield), and Alternative Investments, (Long/Short Equity, Long/Short Fixed Income, Global Macro and Managed Futures).
Kevin earned his Chartered Financial Analyst (CFA) designation from the CFA Institute after passing rigorous exams demonstrating a breath of knowledge in investment management. Additionally, he has earned the Certified Financial Planner (CFP®) designation broadening his skillset in working with Private Wealth clients.
Kevin earned a Bachelor’s of Science degree in Computer Science/Business from the University of Puget Sound in Tacoma, WA and also has a Master’s of Science in Finance from Seattle University. He and his wife live in Scottsdale and enjoy golf and the outdoors.
Laurie Simons, CTFA, CFP®
Vice President Business Development
Laurie Simons brings over 20 years of experience working in many sectors of the financial services industry including investments, financial planning, life insurance, estate planning and trust services. She joined FIA in 2015 to continue her focus of working with Independent Advisors, RIAs and other financial professionals to broaden their book of business at a time when pre-retirees and retirees need more guidance than ever. Prior to working at FIA, Laurie was an Annuity Marketing Manager at a FMO, a Wealth Advisor at USAA and Fidelity Investments, where she worked directly with retail clients in various areas of investing and financial planning. She also held wholesaling positions on the life insurance side with both The Hartford and Capitas where she was recognized as a top producer. She has extensive experience working with independent financial advisors, including her time at Robert W Baird & Co. in various roles that included mutual fund product analysis and due diligence.
Laurie has a Bachelors of Finance from Eastern Washington University and earned her CERTIFIED FINANCIAL PLANNER™ Certification in 2012 and her Certified Trust Financial Advisor (CTFA) designation back in 2003 after managing a Trust Services department at a Broker Dealer. She holds her life & health insurance license in AZ and a Series 65. She resides in Scottsdale, AZ with her son, Sam, who keeps her very busy with all his sports.
Director of Operations
Stephanie Roper came to FIA with more than 10 years of operational experience. Stephanie manages the company’s key operational functions. Additionally, Stephanie maintains close relationships with FIA’s advisors and business partners to ensure a positive customer experience. Prior to joining FIA, Stephanie held a variety of roles in the financial industry which included sales, marketing, and process improvement through analytics.
In 2012, Stephanie obtained her Bachelor of Science degree in Business with a concentration in Finance. At Foundations Investment Advisors, Stephanie’s overall goal is to provide a high-level of leadership and cross-department communications to ensure operational excellence and advisor-client responsiveness.
Murray Titterington, CFP®, CIMA®
Financial Services professional
Murray is a Financial Services professional, with more than 20 years of industry experience. He spent 8 years with McDonald Financial Group, working as a Portfolio Assistant, IT Product Liaison, and Mutual Funds and Separate Accounts Due Diligence Analyst. While working as an Analyst at McDonald, he provided marketing support for the firm’s advisors through portfolio reviews and investment proposals.
He has also worked with Wealth Management teams at Morgan Stanley, UBS, and Merrill Lynch as a Financial Planner and Investment Analyst. In addition to client support, he developed and managed $93M of proprietary investment portfolio models utilizing individual equities, mutual funds, and ETFs. He also conducted 401(k) participant meetings and prepared and presented institutional reporting for foundations and non-profit organizations.
Mr. Titterington received his Bachelor of Arts from Washington and Lee University and an MBA from Cleveland State University. In addition, he holds the Certified Financial Planner (CFPâ), Certified Investment Management Analyst (CIMAâ), and National Social Security Advisor (NSSAâ) designations.
He resides in Scottsdale, AZ with his wife Camilla and two teenage daughters. His interests outside of work include art, cinema, and fine cuisine.
Foundations Investment Advisors
Foundations Investment Advisors
9375 E Shea Blvd., Suite 100
Scottsdale, AZ 85260
Investment advisory services offered through Foundations Investment Advisors, LLC and is a SEC registered Investment Adviser.