Foster Group is pleased to announce it is growing its number of internal shareholders, with the addition of seven employees to its list of owners. The company is deeply committed to ensuring that the Financial Lives of those they serve are truly cared for in the long run. Foster Group’s ownership is broadly held over three generations, now totaling 30 owners. The firm’s Shareholders’ Vision is to steward an independent, internally owned, multi-generational firm.
“We want our clients to have peace of mind and confidence when it comes to their financial lives and their future, which is why we are thrilled to expand the number of internal shareholders,” said Buck Olsen, CEO at Foster Group. “This provides those we serve with security and relationship continuity so they know Foster Group will be here to take care of them for generations.”
Foster Group’s new owners include:
- Alex Battani, Marketing Manager, is responsible for various marketing efforts, cultivating relationships with our business partners and overseeing the marketing team as well as executing on the strategic marketing plan. He earned his MBA from Drake University.
- Kyle Johnson, Senior Developer, focuses on developing solutions for both internal and external technology tools and applications. He graduated from Iowa State University with a Computer Engineering degree.
- Andy Mullan, Lead Advisor, works with clients to help them define and pursue their financial goals. Andy graduated from the University of Northern Iowa, with a Bachelor’s degree in Business Management. He is a Certified Financial Planner™ (CFP®).
- Ryne Oller, Lead Advisor, helps busy professionals simplify and maximize their finances. He is a Certified Financial Planner™ (CFP®) and holds a bachelor’s degree in finance and Global Economics from Cedarville University and an MBA from the University of Iowa.
- Ashlee Vieregger, Senior Lead Advisor, guides and advises ultra-high net worth client families across generations on the financial journey of a lifetime. Ashlee earned her B.S.B.A in Finance from Creighton University and her Juris Doctor from Washington University in St. Louis. She is a Certified Financial Planner™ (CFP®), Accredited Estate Planner® (AEP) and Certified Trust & Fiduciary Advisor (CTFA).
- Michael Westphal, Director of Investments, is responsible for overseeing trading and portfolio management operations, as well as the investment strategy for client portfolios. He graduated summa cum laude with a Bachelor of Science in Mathematics from Iowa State University. He is a CFA® charter holder and a member of the CFA Society of Iowa.
- Kadin White, Lead Advisor, assists with the delivery and implementation of financial plans and meets client service needs. Kadin graduated from Simpson College, with a Bachelor’s degree in Business Management. He is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant.
PLEASE SEE IMPORTANT DISCLOSURE INFORMATION. A copy of our written disclosure Brochure as set forth on Part 2A of Form ADV.