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Connor H
Series 65
Urbandale, IA
Foster Group, INC.
Connor Hoeft is a financial advisor at Foster Group, Inc. in Urbandale, IA, holding a Series 65 credential with one year of industry experience. Prior to joining Foster Group, he worked at Holmes Murphy and Sprout Social, among other roles. Foster Group serves individual and institutional clients, offering investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation approach using low-cost mutual funds and ETFs, supplemented by technology and third-party platforms, and provides tiered service tracks tailored to client needs.
Matthew A
CFP®, Series 63, Series 65
Urbandale, IA
Foster Group, INC.
Matthew Abels is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Foster Group, Inc. since 2016. Prior to joining Foster Group, he worked at Packerland Brokerage Services, Inc. He is also a director of MDT, LLC, a hog management business. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation investment approach utilizing primarily low-cost mutual funds and ETFs, supported by technology platforms and third-party managers.
Andrew M
CFP®, Series 65
Urbandale, IA
Foster Group, INC.
Andrew Mullan is a CFP® with eight years of industry experience, currently advising at Foster Group, INC. He has been with Foster Group in various capacities since 2018 and previously worked at Gannon Real Estate from 2011 to 2018. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering investment management, financial planning, and qualified plan consulting. The firm uses a long-term, asset-allocation approach focused on low-cost mutual funds and ETFs, supported by technology and third-party platforms to deliver tailored wealth management and plan services.
Michael D
Series 66
Urbandale, IA
Foster Group, INC.
Michael Donnan is a financial advisor at Foster Group, Inc. in Urbandale, IA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Sound Income Strategies, Johnson Wealth & Income Management, and Osaic Wealth, Inc. He is also involved in fixed insurance sales through Trustworthy Financial, LLC. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation strategy focused on low-cost mutual funds and ETFs, supplemented by technology and third-party platforms to support comprehensive portfolio management.
Ashlee V
CFP®
Urbandale, IA
Foster Group, INC.
Ashlee Vieregger is a CFP® at Foster Group, Inc. in Urbandale, Iowa, with five years of industry experience. Prior to joining Foster Group, she worked at Bankers Trust Company and Moneta Group Investment Advisors, LLC. Foster Group serves individual and institutional clients, offering investment management, financial planning, and qualified plan consulting through multiple service tracks tailored to client needs. The firm employs a long-term, asset-allocation strategy primarily using low-cost mutual funds and ETFs, supported by technology platforms and independent manager allocations.
Amy G
Series 63, Series 65
Urbandale, IA
Foster Group, INC.
Amy Gonder is a financial advisor at Foster Group, Inc. in Urbandale, Iowa, holding Series 63 and Series 65 credentials with three years of industry experience. Prior to joining Foster Group in 2023, she worked at Northwestern Mutual Wealth Management Company and several other firms. Outside of finance, she owns Ollie and Co, a business focused on product creation and promotion, and serves as a fitness coach at CrossFit 50211. Foster Group serves a range of individual and institutional clients, providing investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation approach using low-cost mutual funds and ETFs, supplemented by technology and third-party platforms, and offers tiered, advisor-led planning tailored to complex family needs.
Ross P
CFP®, Series 65
Omaha, NE
Foster Group, INC.
Ross Polking is a CFP® and holds a Series 65 license, with 19 years of experience in the financial industry. He has worked at Foster Group, INC. since 2009. Foster Group serves individual and institutional clients such as high-net-worth individuals, trusts, and retirement plans. The firm follows a long-term, asset-allocation investment approach using low-cost mutual funds and ETFs, and offers distinct service tracks for individual clients alongside portfolio advisory and ERISA-related plan services for institutions.
Marcus I
CFP®, Series 65
Urbandale, IA
Foster Group, INC.
Marcus Iwig is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Foster Group, INC. He has been with Foster Group since 2016, including his current tenure beginning in 2023. Foster Group serves both individual and institutional clients, offering investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation strategy using primarily low-cost mutual funds and ETFs, supported by technology platforms and third-party tools to enhance portfolio management and family planning services.
Brenton C
Series 65
Urbandale, IA
Foster Group, INC.
Brenton Carlson is a financial advisor at Foster Group, INC. with five years of industry experience. He holds a Series 65 designation and has been with Foster Group since 2018. Foster Group serves a range of individual and institutional clients, offering investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation approach using primarily low-cost mutual funds and ETFs, and integrates technology and third-party platforms to enhance portfolio monitoring and estate planning.
Daniel G
Series 63, Series 66
Urbandale, IA
Foster Group, INC.
Daniel Giles is a financial advisor with Foster Group, Inc. in Urbandale, IA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Farmers State Bank, Delaware Life Insurance Company, and Sammons Financial Network. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation investment approach using low-cost mutual funds and ETFs, supported by various technology platforms and tiered, advisor-led family planning for complex households.
Travis R
CFA®
Urbandale, IA
Foster Group, INC.
Travis Rychnovsky is a CFA® charterholder with 20 years of industry experience. He has been with Foster Group, INC. since 2014. Foster Group serves individual and institutional clients—including high-net-worth individuals, trusts, and retirement plans—offering investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation investment approach primarily using low-cost mutual funds and ETFs, supported by technology platforms and independent managers.
Brittany H
CFP®, Series 65
Urbandale, IA
Foster Group, INC.
Brittany Heard is a CFP® with 11 years of experience in the financial advisory industry. She has been with Foster Group, INC. since 2015, holding various roles within the firm over that time. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation investment approach based on Modern Portfolio Theory and utilizes low-cost mutual funds and ETFs alongside technology platforms to enhance portfolio monitoring and family planning services.
Ashley M
CFP®, ChFC®, Series 63, Series 65
Urbandale, IA
Foster Group, INC.
Ashley Maher Widen is a CFP® and ChFC® with 21 years of experience in the financial services industry. She is currently with Foster Group, INC. and has previously worked at Principal Securities, Principal Life Insurance, Prudential Insurance Company of America, and related firms. Outside of her advisory work, she is the founder of The Travelista Collective, a travel community for women organizing group trips. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering investment management, financial planning, and qualified plan consulting. The firm uses a long-term, asset-allocation approach with low-cost mutual funds and ETFs, supplemented by technology and third-party platforms to provide tiered, advisor-led wealth management and institutional services.
John D
CFA®
Urbandale, IA
Foster Group, INC.
John Davies is a CFA® charterholder with over ten years of industry experience. He has worked at Foster Group, Inc. since 2021 and was previously employed at RSM US LLP for seven years. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering investment management, financial planning, and qualified plan consulting. The firm utilizes a long-term, asset-allocation approach based on Modern Portfolio Theory, primarily employing low-cost mutual funds and ETFs, and combines technology and third-party platforms to support estate planning and portfolio monitoring.
Michael W
CFA®
Urbandale, IA
Foster Group, INC.
Michael Westphal is a CFA® charterholder with four years of industry experience. He has worked at Foster Group, Inc. since 2021, following roles at PMA Financial Network, LLC and Miles Capital, Inc. prior to that. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation approach using primarily low-cost mutual funds and ETFs, supplemented by technology and third-party platforms for estate planning and portfolio monitoring.
Justin J
CFP®, ChFC®, Series 63, Series 65
Urbandale, IA
Foster Group, INC.
Justin James is a financial advisor with Foster Group, Inc. in Urbandale, IA, holding CFP® and ChFC® designations with six years of industry experience. Prior to joining Foster Group, he worked at Cambridge Investment Research Advisors and Mutual Securities, Inc. Outside of his advisory career, he owns and operates a wedding photography business and an eCommerce venture. Foster Group serves a range of individual and institutional clients, offering tiered wealth management and plan consulting services based on a long-term, asset-allocation investment approach primarily using mutual funds and ETFs.
Jacob K
CFP®, Series 65
Urbandale, IA
Foster Group, INC.
Jacob Kinnetz is a CFP® professional with five years of industry experience, currently serving at Foster Group, Inc. His career includes roles at Greater Midwest Financial Group and TrueNorth Companies, along with experience in the brewing industry. Foster Group, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering investment management, financial planning, and qualified plan consulting. The firm uses a long-term, asset-allocation approach grounded in Modern Portfolio Theory, primarily employing low-cost mutual funds and ETFs, and supports clients through technology and third-party platforms alongside advisor-led family planning for complex households.
Robert A
CFP®, ChFC®, Series 63, Series 65
Urbandale, IA
Foster Group, INC.
Robert Annexstad is a CFP® and ChFC® with 27 years of industry experience. He joined Foster Group, Inc. in 2025 and previously worked at Principal Life Insurance Company, Principal Securities Inc, and D.M. Kelly & Company. Foster Group serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation investment approach using low-cost mutual funds and ETFs, complemented by technology and third-party platforms to support portfolio management and estate planning.
Gabrielle C
Series 65
Urbandale, IA
Foster Group, INC.
Gabrielle Carlson is a financial advisor at Foster Group, INC. with a Series 65 designation and three years of industry experience. Her prior work includes roles at Northwest Bank, Cottingham & Butler, Dubuque Bank & Trust, and Emmaus Bible College. Foster Group serves individual and institutional clients with investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation approach using low-cost mutual funds and ETFs, supplemented by technology and third-party platforms to provide tailored wealth management and institutional advisory services.
Marissa R
Series 66
Omaha, NE
Foster Group, INC.
Marissa Roh is a financial advisor at Foster Group, Inc. in Omaha, NE, holding a Series 66 designation with one year of industry experience. Prior to her advisory role, she spent 12 years at Partners in Learning dba Sylvan Learning. Outside of her advising work, she serves as treasurer for a homeowners association and a family farm, managing financial statements and accounting duties. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, providing investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation approach primarily using low-cost mutual funds and ETFs, supplemented by technology and third-party platforms to support ongoing portfolio monitoring and family-focused wealth management.
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