Professional
Beth Copic, CPA, is a Portfolio Analyst with Foster Group. Beth's responsibilities include management of client portfolios through periodic rebalancing, investing new contributions and making cash available for distributions.
Beth has over 17 years of experience in the financial services industry. Most recently, she was the Chief Financial Officer at a regional broker dealer. In that position, she was responsible for all of the accounting and financial reporting for the firm. ...
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Professional
Andy Rushenberg, CFP
®, is an Advisor on Foster Group’s Business Development Team in the
West Des Moines, IA office. Andy is one of the first people you might meet as you consider a relationship with Foster Group. Whether over the phone or in a meeting at our West Des Moines office, Andy works to understand the issues people are trying to solve and provides education on Foster Group’s custom...
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Professional
Matt is a Lead Advisor and works primarily with Foster Group’s institutional clients including nonprofits, endowments, foundations, and retirement plans. He also serves on the firm’s Investment Committee and Investment Strategy Group. He has worked in the investment industry for over a decade and, prior to joining Foster Group, worked at a global financial services firm. He is a C
ERTIFIED FINANCIAL PLANNER®, a Certified Investment Management Analyst
® professional, an...
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Professional
Ashley Hutzell is a Business Operations Associate at Foster Group. In her role she works closely with the Chief Operations and Compliance Officer to align business systems with the strategies of the company. Ashley’s past work experience includes working eight years on Foster Group’s Client Service Team, obtaining her Financial Paraplanner Qualified Professional and Certified Associate Project Management designations, learning firm processes and regulations, and building relationships with our custodians...
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Professional
Alex Battani is a Marketing Manager at Foster Group. He is responsible for various marketing efforts and cultivating relationships with our business partners. Prior to Foster Group, Alex facilitated marketing collateral for voluntary benefit programs all across the country. Alex received his Bachelor’s degree from Drake University in 2011, double-majoring in Marketing and Advertising. Alex continued his education by earning his MBA from Drake University in 2016 with a double...
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Professional
Hannah is a Marketing Coordinator at Foster Group. She is responsible for coordinating across the various marketing capabilities to ensure timely and quality execution based on decisions from marketing team members. While in college, Hannah was a Public Relations intern at Community Main Street in Cedar Falls and she also interned for a high school youth group where she helped plan and execute a high adventure summer trip. Hannah graduated...
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Professional
In his role as Business Systems Analyst, Marshall is responsible for leading projects, creating efficiencies, and implementing new ideas. He graduated in 2007 from Iowa State University with a degree in accounting. His past work includes a financial & inventory controller for a manufacturing company as well as an accountant and business analyst for an insurance brokerage.
Personal
I have always had a passion for logic and puzzles, which is why I...
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Professional
Garrett Jackson, CFA
®, is a Portfolio Analyst with Foster Group. Garrett is tasked with managing client portfolios through periodic rebalancing, investing new contributions, and making cash available for distributions.
Prior to Foster Group, Garrett worked for Wells Fargo in the Servicing Strategy and Change Management team within the Consumer Lending Group. Through this role, he learned how to help departments collaborate to mitigate wasted time and create more efficient processes. Prior...
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Professional
Brittany Heard, CFP
®, CKA
®, CFT™, CDFA
®, is a Lead Advisor at Foster Group. She works with Foster Group clients to help them define and pursue their financial goals. Brittany joined Foster Group in 2014 and enjoys helping clients make wise decisions with money. She serves clients in our Signature Wealth offering. Brittany founded Foster Group’s
Invested in Women initiative, because of her passion for assisting female clients.
In addition to being...
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Professional
Brad Rempe is passionate about serving Foster Group’s clients by helping them accomplish the things that are most important to them. Brad’s desire to ask the questions that really matter contributes to his ability to help clients live and work with intentionality.
Brad earned his accounting degree from Central College in 1994, passed the Uniform Certified Public Accounting exam in 1995, and in May 2010 earned the C
ERTIFIED FINANCIAL PLANNER®...
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