Our Team

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.

Who We Are

Alex Utsey, CFP®

Managing Partner- Financial Planner

407-739-3620

alexander.utsey@prudential.com

I have worked in the Financial Services Industry since 2015. I have built a business based on holistic financial planning for families, individuals, and business owners in the Central Florida area. I focus on utilizing joint work...

Nicole Granakos Green

Managing Partner - Financial Planner

I have worked in the Financial Services industry since 2008, in various capacities. My objective is to educate and help my clients reach their financial goals by putting them in the drivers seat.As a registered representative, I enjoy...

Amaris Turner

Senior Partner - Financial Planner

352-255-3861

amaris.turner@prudential.com

I have worked in the Financial Services Industry since 1998 in various capacities including banking, insurance, investments, and financial planning. Originally from Michigan, I am proud to have helped clients in the Central Florida...

Daniel Polón, CFA®

Senior Partner - Financial Planner

601-946-8385

daniel.polon@prudential.com

My financial career began in 1996, in Toronto, Canada at Berkshire Securities Inc. Moving from Canada to the United States in 1999 provided me the opportunity to fulfill a dream, by making a significant investment in the lives of...

Grace Hartley

Office Manager

Grace Hartley serves as the office manager for Foundational Wealth Planners, playing a crucial role in enhancing team efficiency and supporting our client-focused service model. Her contributions extend to managing our social media...

Tim Yuan

Financial Planner

(689) 316-5645

tim.yuan@prudential.com