West Region

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Wealth Advisory, CPAs, Attorneys, Family Offices

Dave Seeber

Business Development Representative


Cell: 203-292-4832
dseeber@foundationsource.com
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HNW Individuals and Families

Sharon Reid DeFlorio

Business Development Representative


Cell: 203-319-3722
sdeflorio@foundationsource.com
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Existing Foundations

Joe Fraites

Business Development Representative


Cell: 203-292-4253
jfraites@foundationsource.com
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Southeast Region

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Wealth Advisory

Rich Prackup

Business Development Representative


Cell: 203-292-4100
rprackup@foundationsource.com
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CPAs, Attorneys, Family Offices

Dave Seeber

Business Development Representative


Cell: 203-292-4832
dseeber@foundationsource.com
Download vCard Schedule a call

HNW Individuals and Families

Sharon Reid DeFlorio

Business Development Representative


Cell: 203-319-3722
sdeflorio@foundationsource.com
Download vCard Schedule a call

Existing Foundations

Joe Fraites

Business Development Representative


Cell: 203-292-4253
jfraites@foundationsource.com
Download vCard Schedule a call

Southwest Region

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Wealth Advisory

Mike Walters

Business Development Representative


Cell: 203-292-4131
mwalters@foundationsource.com
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CPAs, Attorneys, Family Offices

Dave Seeber

Business Development Representative


Cell: 203-292-4832
dseeber@foundationsource.com
Download vCard Schedule a call

HNW Individuals and Families

Sharon Reid DeFlorio

Business Development Representative


Cell: 203-319-3722
sdeflorio@foundationsource.com
Download vCard Schedule a call

Existing Foundations

Joe Fraites

Business Development Representative


Cell: 203-292-4253
jfraites@foundationsource.com
Download vCard Schedule a call

Northeast Region

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Wealth Advisory

Mike Walters

Business Development Representative


Cell: 203-292-4131
mwalters@foundationsource.com
Download vCard Schedule a call

CPAs, Attorneys, Family Offices

Dave Seeber

Business Development Representative


Cell: 203-292-4832
dseeber@foundationsource.com
Download vCard Schedule a call

HNW Individuals and Families

Sharon Reid DeFlorio

Business Development Representative


Cell: 203-319-3722
sdeflorio@foundationsource.com
Download vCard Schedule a call

Existing Foundations

Joe Fraites

Business Development Representative


Cell: 203-292-4253
jfraites@foundationsource.com
Download vCard Schedule a call

Midcentral Region

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Wealth Advisory

Rich Prackup

Business Develpment Representative


Office: 203-292-4100
rprackup@foundationsource.com
Download vCard Schedule a call

CPAs, Attorneys, Family Offices

Dave Seeber

Business Development Representative


Cell: 203-292-4832
dseeber@foundationsource.com
Download vCard Schedule a call

HNW Individuals and Families

Sharon Reid DeFlorio

Business Development Representative


Cell: 203-319-3722
sdeflorio@foundationsource.com
Download vCard Schedule a call

Existing Foundations

Joe Fraites

Business Development Representative


Cell: 203-292-4253
jfraites@foundationsource.com
Download vCard Schedule a call

Corporate Headquarters

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Foundation Source

55 Walls Drive
Fairfield, CT 06824

Office: 800-839-0054
Fax: 800-839-1754

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Tax & Legal Operations

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Foundation Source

209 Glen Cove Rd, Ste A PMB 613
Carle Place, NY 11514

Office: 800-839-0054

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Technology Center

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Foundation Source

686 E. 110 S., Suite 204
American Fork, UT 84003

Office: 800-839-0054

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