Our Partners

Mark is a founding partner of Foundation Wealth with over 20 years of investment experience. An award-winning portfolio manager, entrepreneur, and real estate investor, he empowers families to navigate financial challenges confidently. Mark is also a trusted financial voice in the media and an active community mentor.

Leanne has over 30 years of experience in wealth management and has partnered with James Pelmore for more than 25 years. A Certified Financial Planner® professional, she is passionate about helping clients gain clarity, achieve their financial goals, and transition confidently from working life to financial independence.

James has over 30 years of experience helping individuals and families achieve their financial goals. A founding wealth management partner at Foundation Wealth, he offers integrated advice and solutions to business families, with a strong commitment to client success, community support, and professional excellence.

Dezlyne brings 15+ years of expertise in client relations, corporate administration, and operations. She delivers tailored, strategic solutions with professionalism and precision. Her diverse background enables her to anticipate client needs, navigate complex processes, and foster lasting relationships built on trust, integrity, and personalized financial stewardship.

With 20+ years of experience in the financial industry, Lisa is calm, organized, and client-focused. She supports estate planning, special projects, and corporate account work while ensuring the team runs smoothly. Lisa builds lasting client relationships through professionalism, dedication, and a commitment to exceptional service.