Alonso Foy Wealth Management Group

Your Goals and Dreams, Our Guidance

You are pursuing your financial goals and deserve someone who can help you with advice and guidance. We are here to listen and help you plan for your future with confidence. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let us help you develop an investment strategy that is flexible and tracks your goals.

Our Team

Rick J. Alonso, C(k)P

Managing Director - Investments

Chris Foy, CFP

Senior Vice President - Investment Officer

Rachel Yelley, C(k)P, CRPC

Associate Vice President - Investments
Senior Financial Advisor

Brenda Lucius

Assistant Vice President
Senior Registered Client Associate

Andrea Fernandez

Senior Client Associate

Our Services

From fee-based advisory investment management, strategies for legacy considerations and tax efficient investing, we provide a holistic approach to wealth management.

Services