How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Micheline Dagher | CRPC®, AWMA®, AAMS®, NSSA®
President/Financial Advisor
It used to be that people retired with the stability of a pension income, full Social Security benefits, and an amount of savings in the bank. Living expenses were covered by fixed income sources, most people had their houses paid off,...
Joseph Baaklini | AWMA®, CRPC®, AAMS®
Financial Advisor
"Everybody has a plan until they get punched in the mouth." Mike Tyson Joseph brings a strong perspective to Dagher Financial with his leadership experience as a Global Director at one of the largest fortune 500 companies. Joseph holds...
Darren Leavitt, CFA
Chief Investment Strategist and Portfolio Manager, Our Partner at Foundations
Darren has been working in the financial markets for over 20 years, primarily as a buy-side institutional investor. He has provided multiple investment solutions to clients utilizing his extensive knowledge of the public and private...
David Young, CFA
CIO, Our Partner at Foundations
Chief Investment Officer David Young has provided investment strategy, portfolio management, and asset allocation for many of the largest and most sophisticated institutional and private investors across the globe. During his 26 years...
Ernest J. C’DeBaca, JD, LLM, CFP®, ChFC®
COO, CCO & General Counsel, Our Partner at Foundations
As Chief Operating Officer, General Counsel and Chief Compliance Officer, Ernest J. C’DeBaca (Ernie) oversees business operations, governance and all legal, compliance and HR matters for the firm. Active as an in-house counsel...
Kevin Vanderbilt, CIMA®
Sr. Investment Analyst, Our Partner at Foundations
Nick Kaiser, CFP®
Director of Financial Planning, Our Partner at Foundations
A rare breed born and raised in Arizona, Nick Kaiser has amassed over 10 years wealth management and financial planning experience in the high net worth segment. At Edward Jones he was part of the operational team to help launch their...
Peter Van De Zilver, CFA
Head of Portfolio Management, Our Partner at Foundations
Peter Van de Zilver is a chartered financial analyst (CFA) certified by the CFA Institute and serves as head of portfolio management at Foundations Investment Advisors. With over 20 years of investment management experience, he served...
Stephanie Roper
SVP Business Development, Our Partner at Foundations
Stephanie Roper began her career in the financial services industry in 2008 and she came to Foundations Investment Advisors with more than 10 years experience in operational management. Prior to joining FIA, Stephanie provided HR,...