JOE BANTZ, CFP® is an lifeWealth Advisor with Foster Group. Joe works with clients to transition their accounts to Foster Group’s management, helps them identify and accomplish their financial planning objectives, and monitors these objectives through planning updates and portfolio reviews. With degrees from the University of Virginia, University of Nebraska–Kearney, and Truman State University, Joe appreciates the academic basis for our investment approach, and enjoys explaining it to our clients. In his spare time, he and his wife enjoy spending time with their four daughters. Joe also enjoys reading, golf and running.