Foundation Financial Advisors, Inc.

The financial professionals at Foundation Financial Advisors, Inc. have 25 years of experience in the financial services industry. Our primary objective is helping clients attain their long-term financial goals through the ongoing guidance and counsel of a professional financial advisor.

John K. Bacci CFP^®, ChFC, CLU, EA
jbacci@ffai.net,

Credentials and Education:
Certified Life Underwriter
Enrolled Agent, Internal Revenue Service
Chartered Financial Consultant
CERTIFIED FINANCIAL PLANNER^™
Master of Business Administration, University of Maryland
B.A. Economics, Franklin and Marshall College 1999
1996
1995
1990
1986
1982

Employment and Affiliations:
Foundation Financial Advisors, Inc., President
American Express Financial Advisors
Investment Banking Group
Westinghouse Credit Corporation
1996-Present
1986-1996
1983-1986
1982-1983

Community Activities:
Baltimore Toolbank - Board of Directors 2010-Present.
People Aiding Travelers and the Homeless (PATH) - President, Board of Directors from 1999 to 2001.

Professional Associations:
National Association of Enrolled Agents
Maryland Society of Accountants

Personal:
John has been working with clients from his Linthicum location since 1986. He is frequestly quoted in the local and national financial media such as the Wall Street Journal, The Baltimore Sun, Investment News Daily and more. John was named a Baltimore Magazine 2010 Five Star Wealth Manager. As an adjunct member of the Anne Arundel Community College, he conducts a variety of classes covering such topics as financial planning, investing, and retirement distribution options.

John is married with two children and lives in Severna Park, Maryland. In his spare time he enjoys team sports, golf and cooking.

Five Star Wealth Manager survey recipients were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction. No fee is paid to be included in the research or on the final list. The overall evaluation score reflects an average of all respondents and may not be representative of any one client's evaluation. The award is not indicative of the wealth manager's future performance.

John W. Holtzman , CFP^®
jholtz@ffai.net

Credentials and Education:
CERTIFIED FINANCIAL PLANNER^™
Series 65 - Registered Investment Adviser Representative
Series 7 - Registered Representative
Bachelor of Business Administration, Loyola College   1997
  1993
  1993
  1993

Employment and Affiliations:
Foundation Financial Advisors, Inc.
American Express Financial Advisors
1996-Present
1993-1996

Professional Associations:
International Association of Financial Planning

John resides in the Guilford area of Baltimore with Karen, his wife, and daughters Kaleigh Rose and Chloe LeComte.

Robin D. Casto
rcasto@ffai.net

Credentials:
Series 7 registration                                                              1995
Series 66 registration                                                            2002
Maryland Life and Health Insurance Licenses                          2002

Employment and Affiliations:
Foundation Financial Advisors, Inc.                                        2009 - Present
Sandy Spring Bank Investment Services                                 2007 - 2009
SunTrust Bank Investment Services                                        2002 - 2007
Chesapeake Financial Planning and Tax Services                    1992 - 2002

Personal:
Robin lives in Millersville with her husband, Brian, and 3 sons.

Andrew Gorode, CPA
agorode@ffai.net

Credentials and Education:
Certified Public Accountant (Maryland)
Masters of Business Administration, University of Pittsburgh
B.A., Political Science & Psychology, University of Rochester   1981
  1978
  1977

Employment and Affiliations:
Andrew Gorode, CPA
Epilepsy Foundation, Director of Finance & Administration
Johns Hopkins University, Business Manager of Medical Lib.
1994-Present
1988-1994
1982-1988

Professional Associations:
American Institute of Certified Public Accountants
Maryland Society of Accountants

Andy has two children and lives in Baltimore, Maryland