Joseph Bantz helps Foster Group clients live meaningful lives. Joe joined the firm in 2003 after 14 years as a high school math teacher and administrator. Now serving clients as a Lead Advisor, Joe helps clients make smart decisions and avoid costly mistakes.
With degrees from Truman State University, University of Nebraska, and University of Virginia, Joe has a special appreciation for the academic basis of Foster Group’s investment approach. Equally important, his years in education laid the groundwork for working with people from a wide variety of backgrounds, increasing his understanding of families’ needs and priorities. In addition to being a Certified Financial Planner™, he’s earned his AIF® designation as an accredited fiduciary, as well as certification as a Kingdom Advisor, providing Biblically-based wisdom and counsel to clients.
Described by his friends as loyal, compassionate, thoughtful, and consistent, Joe strives to view things from the client’s perspective in order to consistently provide wise counsel and excellent service. His background in mathematics provides analytical strengths, particularly in areas such as cash-flow analysis and planning for higher education expenses, as well as creating and executing retirement income strategies. He particularly enjoys helping clients develop generous habits, through charitable giving strategies and conversations.
King Solomon observed, “The way of a fool seems right in his own eyes; a wise man is he who listens to counsel.” This observation shapes me as a father, husband, and financial advisor. In 1997, I read Your Money Counts by Howard Dayton, which helped me understand the role money plays in shaping who I am as a person. More recently, I have appreciated Malcolm Gladwell’s interesting books, Blink and The Tipping Point, exploring how the mind works. Good to Great by Jim Collins and other books have equipped me to embrace the team approach at Foster Group, utilizing the strengths of other advisors and team members to provide excellent advice and service for our clients.
Outside of work, my wife, Valerie, and I enjoy playing games, watching movies, and cheering on our Huskers! Three of our four beautiful daughters live in different states, with our youngest heading to college soon! As a family, we love hitting the road together, having visited 45 states to date. When we all get together, we joyously shatter the peace and quiet of the household is joyously shattered with laughter, teasing, and great conversation.
Our family loves to travel, having been to more than 40 of our United States, and our preferred method is minivan! At home, we love playing games and watching movies, and we are involved in a variety of roles at our church. With two daughters in college and two other teenage daughters at home, additional free-time is largely spent in listening mode… except when cheering on my Huskers!
M.A. Mathematics, University of Virginia (Charlottesville, Virginia)
B.S. Mathematics, Truman State University (Kirksville, Missouri)
B.S.E. Mathematics, Truman State University (Kirksville, Missouri)
M.A. Education Administration, University of Nebraska (Kearney, Nebraska)
Valley Church Global Opportunities Board
Valley Church Business as Mission (BAM) Leadership Team
Iowa Christian Generosity Council Board Member
One Economy Community Development Corporation Board Member