Foundation Wealth Management

Happy 12 Year Work Anniversary, Katy!!!!!

The one who keeps our schedule full and smiles on our faces from her upbeat personality! We appreciate your years of dedication and hope you feel appreicated today and everyday! 😍🥳☕️

Please help us welcome Spencer to the team!!

He survived his first week with us and fits in swimmingly! We've been having a fun week getting to know him and getting him set up with allll the things. ☺️🎉

"JEEKERS!" We get to celebrate Jolene twice this year!! Happy 14th work-anniversary!!!! We appreciate your wealth of knowledge and love you show our clients! It started with just Jim and Jolene and now look how much we've grown! Cheers to you! 🎉🎉🎉

Anyone else have a favorite "Jolene-ism?"

Happy work-iversary to the friendly voice on the phone and cheerful face when you come in, Jill!!!! 😊
4 years in & we don't know what we would do without her! Thank you for everything you do from appointment prep to answering phone calls to office logistics! Your dedication does not go unnoticed. 🎉🎉🎉🎉

HAPPY BIRTHDAY, TYLER!! 🎉🎉🎉🎉
The offical "Tyler day!!" We wish you the best birthday yet and know you'll have a blast celebrating! 🎈

Fun fact about Tyler: He's a collector! His biggest collections? Watches, fancy booze (bourbon, scotch and whiskey) and trading cards. OH MY! ⌚️🍻🃏

HAPPY BIRTHDAY, JIM!!!! 🎈🎁🎉
Cheers to an amazing boss on his day, we hope you enjoy this beautiful weather!! 🍻✨️

Fun fact about Jim: "I’d rather drive old cars than new cars and restored a 1966 Chevelle over 20 years with my Dad and now my son, Graham and I are restoring a 1951 Chevy pick up truck!"

Have a safe & wonderful 4th of July!! ❤️🤍💙

Happy Father’s Day from all of us at Foundation! 🌟 Today, we want to share a huge thank you to all the incredible dads, grandfathers, and father figures in our community. Thank you for your endless dedication, hard work, and the love you pour into your families every single day. We hope your day is filled with relaxation and celebration! 👨‍👧‍👦✨

Special shout out to the dads on our team, Jim and Tyler. We see how incredibly lucky your kids are to have you! 💙🩵

We're celebrating our favorite Christmas lover twice this year because it's her 20th Anniversary being with Northwestern Mutual!!
Jolene has held a a few different roles over the years and she never does anything except be the very best at it and is always a wealth of knowledge to the rest of us!! We love her, and we know our clients adore her too!

Thank you for ALL you do, Jolene!!!!
NM is so so lucky to have you! 🩵💙🩵💙

Happy 5th Work Anniversary, Sammi Aman!! 🎉🎉
Thank you for your growth and dedication over the years to the team and our clients! We appreciate everything you do on the insurance side, investment side and solving all those office tech issues!
"Everything is figure-outable!"