Professional
Heather Livingood, a Client Service Specialist, works closely with the Client Service Team and Associate Advisors to serve the needs of Foster Group’s clients. In this role, Heather works closely with the custodians to generate paperwork, open accounts, transfer money, and assist with any additional client requests. Prior to joining Foster Group, Heather worked as an Elections and Voter Registration Specialist, assisting with voter registration questions and election law implementation.
Personal
I...
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Professional
Ashlee Vieregger serves as a Senior Lead Advisor at Foster Group, guiding and advising ultra-high net worth client families across generations on the financial journey of a lifetime. She is passionate about people and believes that a meaningful conversation can change the world.
To Ashlee, nothing is more rewarding than helping her clients work toward their goals, regardless of size or complexity. She brings a warm, open approach to every client...
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Professional
Jack Davies, CFA
® is a Investment Analyst at Foster Group and a member of the Investment and Trading Team located in our
West Des Moines, IA office. His responsibilities include conducting research and due diligence on current and prospective Foster Group funds and managers, as well as portfolio research and support for the Investment Advisory Group.
Prior to joining Foster Group, Jack worked for seven years as part of a...
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Professional
Jake Kinnetz is a Senior Associate Advisor at Foster Group. In this role, he assists with the delivery and implementation of financial plans and meets client service needs.
Before joining Foster Group, Jake worked as a Case Manager for a financial group in St. Paul, MN. In this role, he retained relationships with clients by being a main point of contact on behalf of the advisors, actively managing clients’ investment portfolios,...
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Professional
Geoff is the Director of Institutional/Senior Lead Advisor at Foster Group. Geoff's primary responsibilities include managing Institutional client relationships and directing the firm’s retirement business development strategies. Before joining Foster Group in 2021, Geoff spent twenty-six years in a variety of retirement distribution roles, including business development, relationship management, employee education, and leadership. His extensive experience working with 401k, 403b, defined benefit, and other employer-sponsored retirement plan clients, as an...
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Professional
Randi is the Digital Marketing Specialist at Foster Group. She is responsible for coordinating across all digital marketing channels to help ensure timely and quality delivery of strategic and tactical initiatives for Foster Group. Randi has over 13 years of experience in digital marketing, including UX/UI, analytics, marketing automation and A/B testing. Randi graduated from the Iowa Central Community College with an A.A.S in Multi-media Marketing.
Personal
I am very competitive and...
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Professional
Daniel Hawthorne is the Advisory Team Manager at Foster Group. In this role, Daniel is responsible for providing day-to-day management, coaching, and development of Advisors and ensuring consistent delivery of our client experience.
Prior to Foster Group, Daniel served 24 years in the United States Air Force as a Survival, Evasion, Resistance, Escape (SERE) Specialist. As part of this small, elite, and highly selective profession, he traveled the world, personally delivered...
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Professional
As Service Manager, Kim works closely with Foster Group’s Client Service Specialists and Client Coordinators to help ensure Foster Group's Truly Cared For®, uncommon service is delivered to each client. Before joining Foster Group in October 2020, Kim spent nearly 20 years in the non-profit industry executing strategies and leading operations for America's Family Coaches. Kim holds a business management degree from Central College where she was also a member...
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Professional
Brandie Adair works closely with the Client Service Team and Associate Advisors to serve the needs of Foster Group clients. In this role, Brandie assists in the production and tracking of many types of documents for our clients, including opening new accounts, transferring money between accounts, completing address changes, and processing client deposits.
Before joining Foster Group, Brandie held a position with Sammons Financial Group as a Quality Assurance Specialist. She...
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Professional
Ethan Gascho is a Lead Advisor at Foster Group. Ethan graduated from Drake University with a bachelor’s degree in Finance and Accounting in 2014, at which point he fell in love with financial planning. Ethan looks to apply analytical tools to provide context and break down the complexity of financial planning for his clients.
One of Ethan’s joys is helping clients develop charitable giving strategies to better the lives of those...
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