The People Behind FWM
For this month's blog post, I would like to introduce you to the Foundation Wealth Management team.
I entered the financial services industry in 2012 with Prudential, where I received fantastic corporate training, passed my Series Exams, and learned by shadowing senior advisors. My path led me to MassMutual from 2014 to 2017, where I dedicated my time working with business owners, medical residents, and individuals and families.
In August 2017, the next step forward was in wealth management. I joined Cambridge Investment Research as part of the RWS Financial Group team, where I spent eight years serving families and growing the practice. In April of 2023, I earned my CERTIFIED FINANCIAL PLANNER ® certification, which pushed me to deepen my knowledge across tax, estate, insurance, investment management and retirement planning. In September of 2025, I formally launched Foundation Wealth Management to build on those relationships with a firm of my own.
Every step has shared the same goal: clear advice, a real plan, and a team that picks up the phone. I will always be involved in your planning, but what has changed is the depth of the team behind it. Here are the people who make that happen today.
A solid foundation is never built alone. Thank you for your trust!
Welcome to The Team, Austin!
We are excited to introduce Austin Caryl, who joined Foundation Wealth Management earlier this year as a Client Relationship Associate and recently passed his Series 65 exam and is now a licensed Financial Planner.
Austin earned a Bachelor of Arts in Economics with a minor in General Business from Eastern Michigan University. Before joining the firm, he worked in community banking in Ann Arbor, where he built his foundation in personal finance and client service.
You may begin seeing Austin at your review meetings and hearing from him between them.
Hockey has been a big part of Austin's life. He played in college at Eastern Michigan and now coaches youth hockey outside of work. Besides hockey, Austin is a huge film fanatic and can give you some great tips on what to watch next.
Austin will be joining Cambridge's Next Gen Advisor program in 2027, which is designed to help newer advisors grow into effective, client-focused professionals. It is one more way we invest in the service you receive.
Meet Our Cambridge Source Team!
Through our relationship with Cambridge Investment Research, Inc., we have added a dedicated team of virtual office assistants. They handle account paperwork, reporting, and documentation.
I'm pleased to introduce Caitlyn Mercer, Jennifer Lopez, and Samantha O'Neill.
Caitlyn leads the team supporting our office. She focuses on account management, reporting, and communication, and she turns complex tasks into repeatable processes so service stays consistent. She describes herself as steady, thoughtful, and dependable.
Fun fact: Caitlyn splits her time between cheering on her kids at their games and raising pigs for 4-H. Her favorite reset is anything outdoors in Southeast Iowa: hiking, kayaking, or fishing.
Credentials: Cambridge Client Service Excellence (CCSE) | Yellow Belt | Certified Corporate Coach (CCC®)
Jennifer provides the same comprehensive support as a traditional in-office assistant, backed by a team-based model and Cambridge’s resources. She is proactive, and genuinely focused on making your experience simpler. Her three words: resourceful, empathetic, and witty.
Fun fact: Jennifer’s famous “birthday twins” are Mother Teresa and Pee-wee Herman.
Credentials: Cambridge Client Service Excellence Bronze
Samantha supports account management, reporting and planning, and client communication. She helps keep the day-to-day details of your accounts moving smoothly.
Fun fact: Samantha lives in Rose Hill, Iowa, where she enjoys time with her husband and kids, baking, and crafting.
What This Means for You!
You may receive an email or call from Caitlyn, Jennifer, or Samantha on our behalf about paperwork, account updates, or scheduling. They are part of our team, and their calls will come from a 641 area code, so keep an eye out for an out-of-state number.
Please remember, no one from our office will ever ask for a password or full account number by email or text. If something feels off, call us directly at 734-418-3884. We are here to serve you and to protect your information.
Have a wonderful month!
Alex Potter, CFP®
October Fact
Michigan is the third-largest apple-producing state behind Washington and New York. I hope you and your family can visit one of the many cider mills in the area this month!
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Foundation Wealth Management are not affiliated. Financial Professionals may only conduct business with residents of the states of jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.
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