WHO WE ARE

Real partners. Real results.

Helping advisors grow their advisory practice.

A trophy on a blue background for 2021 Fastest Growing RIA from FA Magazine
Accolades

#11 Fastest Growing RIA

We are proud to announce that we are ranked the #11 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.

Discover our difference

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. 🎉
FA Magazine top 50 fastest growing RIA firms PDF of Results with Foundations at #11 highlighted.
Dan Biagini corporate headshot

"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 our advisors all while seizing opportunities of growth.

Become part of the future of Foundations Investment Advisors. Experience an RIA that wants to help you grow your business, your way.

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Bryon Rice, CEO of Foudnations, casual headshot
FOUNDER & CEO

Bryon Rice

Founder and Chief Executive Officer Bryon Rice established Foundations Investment Advisors in 2015 to provide the end client a legitimate opportunity to achieve their financial goals. As a 23-year veteran of the financial services industry, Bryon leads the decision-making process at Foundations with the input of a team he hand-picked for their ability to laser-focus on the client without dropping the ball because doing so can be catastrophic for the investor at or near retirement. Providing straightforward advice and always doing what you say you will do aren’t just the words he lives by; they are the firm’s founding principles and modus operandi.

A lifelong entrepreneur, Bryon acquired his work ethic at the age of eight, working days, evenings, and weekends at the Pioneer Chicken restaurant owned by his father. By the age of seventeen, Bryon owned his own successful business and was recruited into the insurance industry in 1996. After setting up his own retail practice in Corona, California, where he currently lives with his wife and four kids, Bryon became president of Magellan Financial in 2002, one of the fastest-growing financial marketing organizations in the industry, with nearly $2 billion in annual sales. In 2018 he established the full-service advisory firm Alpha 1Tax & Wealth, with Pro Football Hall of Famer Terrell Davis, based out of Denver, Colorado. In addition, he is a supporter of the Travis Mills Foundation to aid recalibrated veterans and their families. When not running his companies, he enjoys fishing and is a self-professed foodie and lover of wine.

Executives

Jarrod Florence
President
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David Young
CFA, Chief Investment Officer
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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
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Stephanie Roper
Senior VP - Operations & Business Development
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Josh Cooksey
Senior VP & Director of Communications
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Maureen Maloney
Deputy Chief Compliance Officer

Directors

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Nick Kaiser
Director of Financial Planning
Morgan Reed
Director of Technology
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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 Coordinator
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Tyler Peterson
Junior Trader
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Nick Goin
Junior Trader
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Alyssa Smith
Junior Trader
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Kane Florence
Junior Trader

Marketing & Communications

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Charles Grinstead
Software Engineer

Information Technology

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Sean Bingham
Salesforce Administrator
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