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.
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.
Ernest J. C'DeBaca, JD, LLM, CFP®, ChFC®
Chief Compliance Officer & General Counsel
Ernest J. C’DeBaca (Ernie) has been assisting individual and organizational clients since 2000 in all aspects of securities law and compliance, corporate law, estate planning and tax law. He received his bachelors degree from the University of New Mexico and a MBA in finance from Webster University. He earned his juris doctor degree from the University of New Mexico School of Law and his LL.M. (Securities) from the Georgetown University Law Center. Ernie also holds both the Certified Financial Planner® (CFP®) and Chartered Financial Consultant® (ChFC®) designations.
While in private practice, he focused on assisting clients in complying with the various federal and state laws and related rules governing public and private investment companies, investment advisers, securities broker-dealers, and issuers of securities. He has extensive expertise in all areas of regulatory compliance, as well as providing assistance to clients in preparation for regulatory examinations and the preparation of compliance policies and procedures.
Prior to returning to private practice, Ernie held various positions within global asset management and other financial services firms, including in-house counsel roles and progressively more expansive compliance leadership roles, including serving as Chief Compliance Officer. He began his legal career focusing on tax law, trust administration and estate planning. He also served as an attorney for the U.S. Securities and Exchange Commission.
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
10575 N. 114th Street, Ste 107
Scottsdale, AZ 85259
Advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.