Welcome Graham to the Team!

The Foundation Wealth and Tax Advisors team is thrilled to announce the addition of Graham Mull to our team. Graham will be working with the team as the Director of Qualified Plans as we continue to enhance our advisory offerings for company retirement plans.

Graham is a CERTIFIED FINANCIAL PLANNER™ and brings over 18 years of experience in the financial services to Foundation Wealth & Tax. Before joining the team, Graham spent more than nine years at Vanguard, specializing in institutional investors and qualified plans. His earlier career, spanning nearly a decade in banking, involved serving both individual and business clients.

With a profound understanding of the intricacies of retirement plans, Graham is dedicated to assisting companies and their employees in optimizing the value and benefits of their retirement programs. His passion lies in collaborating with businesses to navigate the complexities of ERISA and retirement plans. Graham actively engages with plan sponsor employers to enhance investment options, improve employee communication and education, and streamline plan administration.

In his role as a CERTIFIED FINANCIAL PLANNER™, Graham extends his expertise to individuals and families. He works closely with them to develop personalized financial plans that address cash flow, investment allocations, insurance planning, tax planning, and wealth transfers to subsequent generations and charitable interests.

Graham holds a Master’s of Business Administration (MBA) and a Bachelor of Science in Marketing from Arizona State University.

Please do not hesitate to reach out to him should you have any questions. Join us in providing a warm welcome to Graham!