Our Team

  • Operations Team

  • DebMyers

    Deb Myers

    Senior Operations Associate

    "My job is to ensure that every client interaction is a valuable one. I provide our clients with exceptional personal service from overseeing client account set up and funding to dealing with ongoing account servicing issues and client communications."

    Deb joined The Foundry in 2013 with over 25 years of experience in banking and the broader financial services industry. She supports our team with her excellent knowledge and understanding of operations. Deb also remains in close contact with our clients during post-meeting follow up and regular client service.

    Kristen Jones

    Operations Associate

    "Most of my work is done behind the scenes, but I enjoy getting to know our clients through our conversations over the phone. My primary goal is to ensure all details are handled promptly, accurately, and with care."

    Kristen joined The Foundry Financial Group in 2015 to enhance operational support as our advisory teams continue to grow.

    Casey Smith

    Administrative Assistant

    Casey is a Virtual Assistant with our broker/dealer Cambridge Investment Research, Inc.  She provides part-time administrative assistance with scheduling, reporting, and other tasks.