With a solid foundation, you can rest easy knowing that you’re prepared to face any surprises that life may throw your way throughout retirement.
With an aptitude for financial philosophies, and an entrepreneurial spirit, Billy embarked on a new journey of launching his practice, Fundamental Wealth Designs. Billy witnessed the value of planning for a secure retirement in his parents’ lives as his father’s health deteriorated in his latter years. Although their retirement plans have altered, their foundation has not, and it has been critical to maintaining peace of mind in the face of life’s ups and downs. His parents aren’t going to have their dream retirement, but they can still make the most of it because they built the groundwork.
Billy’s life experiences have taught him to view retirement differently. As a result, Billy is dedicated to offering honest, reliable guidance to our clients in order to empower them to build a sturdy foundation for retirement. At Fundamental Wealth Designs, we believe that a successful retirement means being prepared for anything life throws at you.
We do retirement differently because we understand that retirement is not a destination but a journey. Our goal is to provide our clients with holistic financial guidance and strategies tailored to their unique needs and circumstances, helping them achieve financial peace of mind throughout that journey.
Having advised advisors for years on how best to lead their clients, Billy has a wealth of knowledge about the financial industry and is dedicated to collaborating with his clients to help them implement their vision of retirement and make it a reality.
You’ve worked hard for your money;
now it’s time for your money to work for you.
I started Fundamental Wealth Designs as an opportunity to provide a "Retirement Designed Differently"
Billy Voyles is the founder of Fundamental Wealth Designs. He has been in the financial and insurance business for 17 years and is incredibly knowledgeable, having obtained both his BBA in marketing and an MBA in finance from Eastern Michigan University.
Billy is licensed as a fiduciary and has passed securities examinations 6, 26, 63, and 65. He has also earned the Retirement Income Certified Professional, RICP designation from the American College.
Billy has spent his career advising advisors before starting Fundamental Wealth Designs to help fill a gap in what he believed was an opportunity to provide a “Retirement Designed Differently.”
Billy Voyles resides in Stillwater and enjoys spending time with his family – wife Lindsey and their four children Bo, Sunny, JJ and Cody – as well as leisurely activities such as golfing, fishing or enjoying time at their cabin in Spooner, WI.
My true passion in this business, is to help families craft customized complete retirement plans.
I love the process of helping individuals find a retirement plan that is not only a perfect fit but also gives a sense of security and confidence
As an Operations & Marketing Director at Fundamental Wealth Designs, LLC, Kendra Jensen understands the importance of building strong relationships with clients. With years of experience in the industry, Kendra knows that trust and communication are at the heart of any successful business relationship. Kendra’s approach to relationship building is rooted in her commitment to providing exceptional service. What sets her apart as an Operations & Marketing Director is Kendra’s focus on building relationships that go beyond the transactional.
Kendra Jensen lives in the north metro with her adventurous black lab and spends her free time running, reading, and trying new restaurants with friends and family. As a Minnesota native, Kendra spends all four seasons exploring the state and enjoying the many sights it has to offer.
Kendra holds a bachelor’s degree from Winona State University in Public Relations and has been in the financial industry for over 5 years.
Trust and communication are at the heart of any successful business relationship
I'm a “people person” who thrives on building relationships.
Lynn Klesmit is naturally a “people person” who thrives on building relationships. Lynn began her formal education at the University of Minnesota with a focus in Elementary Education and then moved to the University of St. Catherine’s where she obtained a Bachelor of Arts degree in Communications. Lynn’s professional career developed in Minneapolis with some of the cornerstone businesses such as Honeywell, Carlson Wagonlit Travel, Diageo/Pillsbury, General Mills and USBank. All of which had global business footprints expanding her relationship boarders, diversity understanding and overall network. Lynn was fortunate to “make a difference” in the non-profit sector with Cystic Fibrosis Foundation and Smile Network International.
As the new Director of Marketing, I look forward to helping Billy and the team grow their business for our clients.
Kendra spends her leisure time watching sports, traveling and on their boat which is kept on the St. Croix River.
My diverse skill set and dedication to operational excellence make me a valuable asset to Fundamental Wealth Designs.
Darren Leavitt, CFA®
Consultant
Foundations Investment Advisors, LLC
Ernest C’DeBaca JD, LLM, CFP®
Consultant
Foundations Investment Advisors, LLC
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Schedule an appointment for a complimentary written financial plan
(651) 461-6151
[email protected]
North Oaks Office
100 Village Center Cr #244
North Oaks, MN 55127
Stillwater Office
275 3rd Street S #301
Stillwater, MN, 55082
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