Our team

A team built around you.

Good planning isn't one advisor and a binder. It's a full team behind you — planners who know your whole story, with tax, estate, insurance, and cross-border specialists on call the moment things get complex. Everyone here is paid the same way: by you, for advice. Never by a product, a commission, or a percentage of what you've saved.

MR
Head of Planning

Marcus Reed

CFP®, CPA
EN
Senior Financial Planner

Elena Novak

CFP®
DO
Senior Financial Planner

David Okafor

CFP®
PS
Financial Planner

Priya Sharma

CFP®
JC
Financial Planner

James Caldwell

CFP®
ST
Financial Planner

Sophie Tremblay

CFP®
DK
Associate Financial Planner

Daniel Kim

CFP®
HB
Client Experience Lead

Hannah Brooks

Onboarding & care
The specialist network

Specialists, on call.

Behind your planner sits a coordinated bench — in-house and partnered — so the hard, technical work is handled by people who do it every day. You get one plan; they make sure every moving part agrees.

RS
Tax Specialist

Robert Singh

CPA, CA
ML
Estate & Trust Specialist

Margaret Liu

TEP, LL.B.
TW
Insurance Specialist

Thomas Wright

Advice-only
KP
Cross-Border Specialist

Karen Phillips

US / Canada

Conflict-free · Flat-fee · Paid only by you. Behind the team, technology that handles the busywork — so their hours go to your plan, not paperwork.

Want to meet the team? Let's talk.

A free 30-minute intro call — no pitch, no obligation. We'll tell you honestly whether Foundry is the right fit.

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