Foundation Wealth Management, LLC

Pamela Hardin is a CFP® professional with 22 years of industry experience, currently serving at Foundation Wealth Management, LLC since 2003. She holds a Series 63 license and is based in Clayton, MO. Foundation Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, pension and profit-sharing plans, and government entities. The firm uses a Modern Portfolio Theory framework and manages approximately $593 million with a four-advisor team.

Hannah Leone is a CFP® professional with nine years of industry experience, currently serving at Foundation Wealth Management, LLC since 2011. She is part of a four-advisor team based in Clayton, MO. Foundation Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, and government entities. The firm employs a Modern Portfolio Theory framework and manages approximately $593 million in assets, serving a client base that includes high-net-worth individuals and state and municipal government entities.

Patrick Mclaughlin is a CFP®-certified financial advisor with eight years of industry experience. He currently works at Foundation Wealth Management, LLC and has previously held roles at Raymond James & Associates, Schwab Private Client Advisory, Charles Schwab & Co., and TD Ameritrade. Foundation Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, and government entities. The firm uses a Modern Portfolio Theory approach and manages approximately $593 million across a four-advisor team.

Daniel Ladd is a CFP® professional with 10 years of experience in financial advising, currently serving at Foundation Wealth Management, LLC since 2013. He is based in Clayton, MO and is part of a four-advisor team. Foundation Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, and government entities. The firm utilizes a Modern Portfolio Theory framework, managing approximately $593 million with a focus on mutual funds, ETFs, individual securities, and independent managers.