Our Team

Solving the Unique Financial Planning Challenges of Employees of Academia

N. Kevin Flaherty, CFP®

Wealth Management Advisor

Kevin joined the Foundry in 2020 to launch the Foundry Academics division. He particularly enjoys working with the many unique and diverse employees at our education institutions.

Prior to joining the Foundry, Kevin had 22 years of experience at TIAA. For the last 13 years he worked as a Wealth Management Advisor providing comprehensive financial planning to hundreds of employees of academia and other non-profits.

When Kevin is not working with clients, he is spending time with his family, coaching his kids in basketball and baseball, and enjoying golf, reading and travel.

Kevin’s education background:

  • Bachelor of Arts, Journalism, Saint Michael’s College 
  • Master of Business Administration, Babson College 

Kevin is a proud member of the following professional organizations: 

Kevin’s Calendar

The Foundry Financial Group Team

Michael  Fogarty

Michael H. Fogarty, CFP®

President, Wealth Management Advisor

Daniel Rivet

Daniel Rivet, CFP®

Wealth Management Advisor

Sarah  Anderson

Sarah Anderson, CFP®

Wealth Management Advisor

Jennifer Williams

Jennifer Williams

Wealth Management Advisor

Melissa Mallahan

Melissa Mallahan

Retirement Plan Associate

Our Strategic Partners

Cambridge Investment Research

The Foundry offers investment advisory services through Cambridge

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eMoney

Planning tools from Fidelity.

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Pershing, LLC

Pershing, a subsidiary of BNY Mellon provides clearing services

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