Why I Do, What I Do

However, sometimes what you think you want and where life takes you do not align. At first blush, it may seem like my story has a sad ending, but nothing could be further from the truth.

Who Really Needs a Financial Advisor?

The truth is, I donÆt think everyone needs a financial advisor. In my limited time in the industry, here are some of the reasons I think working with a financial advisor might be a good idea.

Who Is Your Team’s Financial General Manager

No matter what the circumstances, during the good and the difficult times, it is in our best interest to seek guidance on the most important aspects of our lives. Consider hiring a "General Manager" to help you with your finances.

When Was the Last Time You Reviewed Your 401(k) Plan?

Do you run a small business that provides a 401(k) plan benefit for your employees? Do you ever wonder if you are following all the right steps to ensure that you are meeting your fiduciary responsibilities as a plan sponsor?

When It’s Time to Call in a Pro

Hiring a pro is never a cut and dried decision but when it’s necessary, I’ve found that I gain time, peace of mind, and often better results than what I could have achieved on my own. While I’m still a DYI’er at heart, I have learned to recognize when it’s time to call in a pro!

When Fraudsters Strike

If you are a victim of fraudulent activity, securing your compromised identity can be overwhelming. Here are a few critical steps to this process.

What the Air Force Taught Me About Being a Financial Advisor

Before I joined Foster Group, I served 24 years as a Survival, Evasion, Resistance, Escape (SERE) Specialist in the United States Air Force. It might seem like quite the career transition from Airman to Financial Planner. However, the two paths have more in common than one might expect.

Why I Do, What I Do

However, sometimes what you think you want and where life takes you do not align. At first blush, it may seem like my story has a sad ending, but nothing could be further from the truth.

Who Really Needs a Financial Advisor?

The truth is, I donÆt think everyone needs a financial advisor. In my limited time in the industry, here are some of the reasons I think working with a financial advisor might be a good idea.

Who Is Your Team’s Financial General Manager

No matter what the circumstances, during the good and the difficult times, it is in our best interest to seek guidance on the most important aspects of our lives. Consider hiring a "General Manager" to help you with your finances.

When Was the Last Time You Reviewed Your 401(k) Plan?

Do you run a small business that provides a 401(k) plan benefit for your employees? Do you ever wonder if you are following all the right steps to ensure that you are meeting your fiduciary responsibilities as a plan sponsor?

When It’s Time to Call in a Pro

Hiring a pro is never a cut and dried decision but when it’s necessary, I’ve found that I gain time, peace of mind, and often better results than what I could have achieved on my own. While I’m still a DYI’er at heart, I have learned to recognize when it’s time to call in a pro!

When Fraudsters Strike

If you are a victim of fraudulent activity, securing your compromised identity can be overwhelming. Here are a few critical steps to this process.

What the Air Force Taught Me About Being a Financial Advisor

Before I joined Foster Group, I served 24 years as a Survival, Evasion, Resistance, Escape (SERE) Specialist in the United States Air Force. It might seem like quite the career transition from Airman to Financial Planner. However, the two paths have more in common than one might expect.

What Makes You Cry?

As someone who works at a financial planning and investment management firm, I think itÆs a question we should probably be asking our clients more often.

What is your Legacy?

We create a legacy through a long series of intentional choices. Discussing things that are more important than investment returns and account allocations, leaning into the heart of things that really matter and put together a plan to achieve those things.