With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Lance Mackall

Financial Advisor

Managing Partner of Foundation Wealth Management
Learn more about Lance Mackall Visit Lance Mackall's website

Rick Yanez

Financial Advisor

Managing Partner of Foundation Wealth Management
Learn more about Rick Yanez Visit Rick Yanez's website

Carter Piper

CFP®

Financial Advisor

Learn more about Carter Piper Visit Carter Piper's website

Rick L. Scott

CFP®, CRPC, CSRIC®

Financial Advisor

Learn more about Rick L. Scott Visit Rick L. Scott's website


Our team

Monica Vega

Monica Vega

Office Manager

Crystal Gilman

Crystal Gilman

Client Service Manager

Rebecca Rodriguez

Rebecca Rodriguez

Client Service Manager