Missy Roh

  • CFP®

Advisor

Missy Roh

Missy Roh

  • CFP®

Advisor

My Background

Professional

Missy Roh, CFP®, serves as an Advisor at Foster Group, where she channels her enthusiasm for both people and problem-solving into creating financial roadmaps that empower clients to live the lives they envision. She brings more than 15 years of experience in public accounting to the table, along with small-business leadership, and comprehensive financial planning.

After selling her business, Missy knew she wanted to continue doing meaningful work that connects her with people while drawing on knowledge gained from her business and accounting careers. Financial planning proved to be the best of both worlds, combining her love of numbers with her passion for helping others.

She enjoys guiding clients through the planning process, helping them navigate life’s challenges and feeling confident about the future. When she chose to enter financial planning, Foster Group stood out for its unwavering commitment to doing what is best for clients and its reputation as a great place to work.

Personal

Outside the office, I find my greatest joy in time spent with family and close friends. Family has always been central to my life.  My husband and I love relaxing at our family cabin, cheering on our younger daughter in her sports, and spending time with our older daughter whenever we can. I also enjoy golfing when the opportunity arises and connecting with neighbors in our lake community.

Community Involvement

Treasurer, Lake Community Homeowners Association

How My Work Impacts the Clients We Serve

Missy Roh serves as an Advisor at Foster Group, where she channels her enthusiasm for both people and problem-solving into creating financial roadmaps that empower clients to live the lives they envision.

Education & Credentials

Doane College – Lincoln, Nebraska, B.S. in Accounting

Let’s talk.

Let’s talk.

Contact us – without obligation – whenever you have a financial question, idea, or need a second opinion. And discover how having your financial life Truly Cared For can help you feel more confident and in control. You can select your preference to start a conversation.

Prefer to call us? 515-226-9000

Prefer to call us? 515-226-9000

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