As the front line and public face of Foster Group, our Advisory Team is responsible for the execution of our mission statement, ensuring that our actions and philosophy are always aligned with our clients’ best interests.
These are the team members who will hold a discovery meeting with each client: an informal, yet in-depth conversation that helps us understand your values and goals or, in the case of an organization, the key priorities that must receive attention, as well as organizational values and structure. In the course of this meeting, we’ll gain a sense of critical relationships as well as how your financial history has influenced your approach to money matters; these insights will guide us as we plan an investment strategy for you.
In this sense, our team members act as “master translators,” converting the language of your goals and dreams into a practical investment approach.
To learn more about each member of the team, just click on the profile pictures.