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Tanner H
Series 65
Atlanta, GA
Foundations Investment Advisors LLC
Tanner Horstmeyer is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has four years of industry experience, including roles at Allon Planning Partners and Foundations Investment Advisors. His background also includes experience outside finance in positions at Golf Headquarters and Ruth's Chris, as well as community involvement with Youth With A Mission. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, offering tailored investment advice through model portfolios and discretionary or non-discretionary authority.
Jimmy H
Series 65
Atlanta, GA
Foundations Investment Advisors LLC
Jimmy Hagy is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC in Atlanta, GA, and has nine years of industry experience. He has been with Foundations Investment Advisors since 2017 and also operates as an independent insurance agent, providing insurance, annuity solutions, and non-legal estate planning administrative services. Hagy previously worked at Southbay Church for three years. Foundations Investment Advisors is a registered investment adviser serving individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management through a large network of affiliated offices, utilizing a mix of fundamental, technical, and cyclical analysis and employing model portfolios with an asymmetric rebalancing approach.
Brittany H
Series 65
Atlanta, GA
Foundations Investment Advisors LLC
Brittany Hagy is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and three years of industry experience. She has also been affiliated with Allon Planning Partners since 2020, where she owns and operates an independent insurance agency providing insurance and annuity solutions as well as non-legal estate planning administrative services. Prior to her current roles, she worked at Malia Financial Group from 2015 to 2020. Foundations Investment Advisors LLC offers financial planning and portfolio management services to individual, high-net-worth, and institutional clients through a large network of affiliated offices. The firm employs a variety of investment strategies and utilizes model portfolios with discretionary or non-discretionary authority to its advisers.
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