Our Firm
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.