Professional
Blake is a Marketing Analyst at Foster Group. Blake’s background in blending creativity and technical skills lends itself well to his ability to assist the marketing team’s efforts. For over 15 years, Blake has owned and operated a small business consulting company geared toward helping clients build out their technical infrastructures, streamline and automate their processes, brand their businesses, and effectively create content for marketing goals.
Personal
My wife and boys enjoy...
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Professional
Gabrielle is an Associate Advisor at Foster Group. In this role, she assists with the delivery and implementation of financial plans and meets client service needs. Prior to joining Foster Group, Gabrielle worked in banking for seven years, with her most current role being in Wealth Management and Private Banking. She enjoyed this exposure to helping clients with their financial needs and decided that providing this help in an even...
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Professional
Kaylyn serves as a Client Coordinator in our West Des Moines office. Her responsibilities include welcoming Foster Group clients, as well as answering incoming calls and directing them to the appropriate person. Kaylyn uses her organizational skills to assist with scheduling and accurate execution of client requests. She previously worked in agriculture, testing soil and farm crops both in lab and field settings.
Personal
I love being able to help people; it...
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Professional
Jim is an Advisor at Foster Group. In this role, he assists with the delivery and implementation of financial plans and meets client service needs. Prior to joining Foster Group, Jim was with a regional credit union.
Personal
Originally from Spencer, I now live with my wife and our two kids in Johnston. We enjoy watching our kids play baseball, softball, basketball, and roller hockey. We also enjoy going to as many...
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Professional
Lukas is an Associate Advisor at Foster Group. In this role, he assists with the delivery and implementation of financial plans and meets client service needs. Prior to joining Foster Group, Lukas worked as a project manager in the financial services industry. He enjoyed the high stakes environment and exposure to different roles but was more than ready for a meaningful career.
Personal
The idea that people do better with the truth...
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Professional
Marissa serves as Client Coordinator in our Omaha office. Her responsibilities include welcoming Foster Group clients, as well as answering incoming calls and directing them to the appropriate persons. Marissa uses her organizational skills to assist with scheduling and accurate execution of client requests.
Personal
Throughout my life, I was actively involved in sports such as soccer, track, and cross country. Being so involved in sports helped shape me into the person...
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Professional
Ben Berger is an Advisor at Foster Group. In this role, he assists with the delivery and implementation of financial plans and meets client service needs. Prior to joining Foster Group, Ben worked as an actuary for eight years. During this time, he rotated through several different areas and roles at a large insurance company, most recently helping modernize actuarial models for long-term products.
Ben grew up in Kansas City, Kansas,...
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Professional
As the Advisory Team Manager, Colleen provides internal leadership to the Associate Advisor team by being a partner in their personal development and by helping the team develop their financial planning skills. Colleen has worked in Wealth Management and Financial Planning for the past 8 years. Before joining the financial industry, Colleen worked in grant writing and fundraising for Non-Profit Organizations.
Personal
Growing up in a small farming town in Northeast Iowa...
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Professional
Michael Westphal, CFA
®, serves as Director of Investments at Foster Group. In this role, Michael is responsible for overseeing the trading and portfolio management operations, as well as the investment strategy for client portfolios. Prior to joining Foster Group, Michael spent more than five years as an equity portfolio manager. He has an extensive background in asset allocation, risk management, and other asset classes beyond public equities, including hedge funds,...
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Professional
Tyler Craig is an Advisor and works primarily with Foster Group’s Institutional clients. Prior to joining Foster Group in 2021, Tyler spent four years in retirement distribution roles. His expertise with retirement plan consultation, plan design, sales and implementation for 401k, 403b, and defined benefit plans as an individual contributor is an asset to our Institutional clients. Tyler formerly has held FINRA Series 6, 63, and Iowa Insurance licenses.
Personal
Growing up,...
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