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Our Firm

Dedicated Support, Flexible services

Dedicated Support, Flexible services

When you decide to work with Foundation Asset Management, you are working with a firm that is dedicated to providing you with the some of the most suitable resources in the financial services industry. Our dedicated team of advisors and service associates allow us to provide you with a wide variety of products and services to help address your individual financial goals and objectives.

Our Team

Jeffrey S. Heinel, CRPC®

Managing Partner

Glenn deMarrais, CRPC®, BFA™, CFS®     *CRPC conferred by College for Financial Planning

Managing Partner

Bonnie Baker

Client Relationship Manager

Kasandra Benitez

Client Service Associate

Our relationship With LPL Financial

Through our relationship with LPL Financial, we have access to dedicated back-office support and service regarding the technical and regulatory requirements of handling client accounts. LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation.*

*As reported in Financial Planning magazine 1996-2025, based on total revenues.

About LPL Financial

Together, We Can Build The Foundation For Your Financial Goals.

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