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
My journey toward financial planning was shaped in part...
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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 a Lead 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...
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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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