Your Future is Our Priority
At Foundation Wealth, we believe that a solid financial foundation is the key to confidence and freedom. Whether you're building wealth, planning for retirement, or navigating a life change, we’re here to guide you with clear, straightforward advice—always in your best interest.
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As a fiduciary advisor, our advice is completely independent and transparent, ensuring that every recommendation is made with one goal in mind—helping you to achieve financial success.​
Introducing Alex Potter, CFP®
I’ve always believed that a solid foundation is the key to success—in life, faith, family, or investing. That belief led me to start Foundation Wealth Management, through which I help individuals and families build financial confidence, navigate life’s challenges, and stay committed to their long-term goals.
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I graduated from Michigan State University with a deep appreciation for finance and long-term investing. I entered the financial services industry in 2012, and after over a decade of experience, my entrepreneurial mindset led me to build a firm rooted in clarity, trust, and unwavering guidance.
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As a CERTIFIED FINANCIAL PLANNER™ professional and a Dave Ramsey SmartVestor Pro, I take pride in offering personalized financial strategies that reflect your values, goals, and unique situation. My mission is to be a steady guide. I will help you tune out the noise, avoid emotional decisions, and focus on the long-term plan.
A proud Michigander, I enjoy embracing the outdoors and the simple pleasures of life. But my greatest joy comes from being with my wife and kids, be it raising chickens, making maple syrup, or going on camping trips together.
When you work with me, you’re not just hiring a financial planner—you’re gaining a trusted partner who’s committed to helping you build a financial future that lasts.
"Family is at the heart of everything I do. My wife, Cassy and our children Isaiah, Johana, and Mia are my greatest motivation, inspiring me to always strive for excellence in work as well as personal life. With this inspiration, I started Foundation Wealth Management as a way to help others protect their legacies for generations to come."
Meet Our Team
Carmen Dahlberg
Administrative & Operations Manager
Carmen graduated from the University of Michigan with a degree in honors English and has fifteen years of experience in marketing, operations, program management, and administration. She writes regularly about pertinent issues in marketing and business and is currently pursuing a law degree at Wayne State University. She lives in Detroit with her husband and four children and enjoys reading, writing, and traveling.
Heidi Twu
Marketing & Client Experience Lead
Heidi is a proud Spartan, with her degree from Michigan State University in Packaging Science. She spent 12 years in the Consumer Goods industry as a packaging engineer, but always had a passion for design and aesthetics. She left her corporate job in 2023 to be a stay at home mom and has been loving the change of pace. She and her husband have three children and an Australian Kelpie mix to keep them busy. In her spare time, she enjoys sourdough baking, cooking, and reading.