Urbandale, IA Office

Kate Juelfs is a financial advisor at Foster Group, INC. with 19 years of industry experience. She holds a Series 66 designation and has been with Foster Group in various roles since 2013. Prior to that, she worked at Investment Advisors Corp from 2007 to 2011. Foster Group, INC. advises individuals, including high-net-worth clients, corporate and institutional clients, and retirement plans. The firm manages approximately $4.78 billion across nearly 2,000 client relationships, offering investment supervisory services, financial planning, and qualified plan consulting with a long-term, asset-allocation-driven approach.

Matthew Moklestad is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Foster Group, INC. He has worked at Foster Group in various capacities since 2016 and previously held roles at Principal Funds Distributor, Inc. and Principal Financial Services. Foster Group, INC. manages approximately $4.78 billion for individuals, corporate and institutional clients, and retirement plans through a team of 54 advisors. The firm employs a long-term, asset-allocation driven investment approach using diversified mutual funds, ETFs, independent managers, and institutional strategies, while offering tailored service tiers and leveraging digital platforms for portfolio management and estate planning.

Andrew Rushenberg is a CFP® at Foster Group, Inc. in Urbandale, IA, with five years of industry experience. He has been with Foster Group continuously since 2015. Foster Group, Inc. serves individuals—including high-net-worth clients—corporate and institutional clients, and retirement plans, managing approximately $4.78 billion across about 1,956 client relationships. The firm emphasizes a long-term, asset-allocation driven investment approach with diversified exposure to mutual funds, ETFs, and independent managers, complemented by digitally-led and bespoke service tiers.

Kadin White is a CFP® and ChFC® with 19 years of industry experience, currently serving as a financial advisor at Foster Group, Inc. since 2018. Prior to that, he held roles at Principal Financial Group and Voya. Outside of finance, he is involved with Vivid Boutique, a clothing boutique where he assists with administrative duties. Foster Group, Inc. manages approximately $4.78 billion across nearly 2,000 client relationships, serving individuals, corporate and institutional clients, and retirement plans. The firm employs a long-term, asset-allocation-driven investment approach with diversified exposure to mutual funds, ETFs, and independent managers, providing tailored services through multiple client tiers and leveraging advanced digital tools and third-party platforms.

James Laursen is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Foster Group, Inc. in Urbandale, IA. Prior to joining Foster Group, he spent 19 years at Veridian Credit Union. Foster Group, Inc. advises individual, corporate, and institutional clients, managing approximately $4.78 billion across nearly 2,000 client relationships with a team of 54 advisors. The firm emphasizes a long-term, asset-allocation-driven investment approach with diversified exposure to mutual funds, ETFs, and institutional strategies, offering tiered service levels from digital CoreWealth to bespoke SelectWealth solutions.

Tyler Craig is a financial advisor at Foster Group, INC. in Urbandale, IA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has eight years of industry experience, including prior roles at Principal Life Insurance Company and Cerner Corp. Foster Group, INC. manages approximately $4.78 billion across nearly 2,000 client relationships, serving individuals, corporate and institutional clients, and retirement plans. The firm employs a long-term, asset-allocation driven investment approach, utilizing diversified mutual funds, ETFs, and independent managers, and offers tailored services across multiple client tiers.

Nathan Buckallew is a financial advisor at Foster Group, Inc. with three years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Merkle Retirement Planning and Northwestern Mutual. Outside of his advisory role, Buckallew serves as the head baseball coach for Johnston High School. Foster Group, Inc. manages approximately $4.78 billion for individuals, corporate and institutional clients, and retirement plans through a team of 54 advisors. The firm employs a long-term, asset-allocation-driven investment approach with diversified exposure to mutual funds, ETFs, and independent managers, offering tiered client services ranging from digital CoreWealth solutions to more customized SelectWealth engagements.

Caleb Brown is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Foster Group, INC. He has been with Foster Group since 2014, including prior roles within the same firm. Foster Group, INC. manages approximately $4.78 billion for individuals, corporate and institutional clients, and retirement plans. The firm employs a long-term, asset-allocation driven investment strategy focused on diversified mutual funds and ETFs, offering tiered service levels from digitally-led CoreWealth solutions to tailored SelectWealth engagements.

Daniel Hawthorne is a CFP® and Series 65 registered advisor with Foster Group, Inc. in Urbandale, IA, where he has worked since 2021. He has five years of industry experience, including four years of service in the United States Air Force. Foster Group, Inc. manages approximately $4.78 billion across nearly 2,000 clients, serving individuals, corporate and institutional clients, and retirement plans. The firm employs a long-term, asset-allocation-driven investment approach, emphasizing diversified mutual funds, ETFs, and independent managers, while offering tiered service levels tailored to client complexity.

Isabel Mc Millen is a CFP® and Series 65-licensed advisor with four years of industry experience. She has worked at Foster Group, Inc. since 2025 and previously spent three years at Iron Horse Wealth Management. Isabel’s background also includes roles in education and retail. Foster Group, Inc. manages approximately $4.78 billion across nearly 2,000 client relationships, serving individuals, institutional clients, and retirement plans. The firm employs a long-term, asset-allocation investment approach with diversified mutual fund and ETF exposure, offering tailored service tiers and leveraging digital platforms for portfolio management and estate planning.

Jonathan Evans is a CFP® with 18 years of industry experience and has been with Foster Group, Inc. since 2012. He holds the Series 65 designation and is based in Urbandale, Iowa. Foster Group, Inc. serves individuals, including high-net-worth clients, corporate and institutional clients, and retirement plans, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm emphasizes a long-term, asset-allocation driven investment approach with diversified exposure to mutual funds and ETFs, offering segmented service tiers and leveraging digital tools and third-party platforms for comprehensive financial planning and management.

Kent Kramer is a CFP® with 24 years of industry experience and has been with Foster Group, Inc. since 2002 across multiple tenures, currently serving as an advisor for 13 years. Foster Group, Inc. advises individual, corporate, and institutional clients, including high-net-worth individuals, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm employs a long-term, asset-allocation driven investment approach that emphasizes diversified mutual fund and ETF exposure, use of independent managers, and incorporates digitally-led services alongside bespoke wealth management options.

Caitlin Clemons is a financial advisor at Foster Group, Inc. in Urbandale, IA, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Stifel, Nicolaus & Company, Charter Bank, and the University of Iowa. Foster Group, Inc. manages approximately $4.78 billion across 1,956 client relationships through a team of 54 advisors. The firm serves individuals, corporate and institutional clients, and retirement plans, offering investment supervisory services, financial planning, and qualified plan consulting with a long-term, asset-allocation driven investment approach.

Melissa Pflieger is a CFP®-designated financial advisor at Foster Group, Inc. with three years of industry experience. Prior to joining Foster Group, she held roles at Productive Resources, Mindlance Inc, Kelly Services, and spent 28 years at John Deere. Foster Group, Inc. serves individual, corporate, and institutional clients, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm employs a long-term, asset-allocation-driven investment approach with diversified exposure to mutual funds, ETFs, and independent managers, offering tailored service tiers ranging from digitally-led CoreWealth to bespoke SelectWealth solutions.

Andrew Farmer is a CFP® with 13 years of industry experience, currently serving as an advisor at Foster Group, INC. in Urbandale, IA. He has been with Foster Group for over 11 years in total, including a recent tenure starting in 2026. Foster Group, INC. serves individuals, including high-net-worth clients, as well as corporate and institutional clients and retirement plans. The firm employs a long-term, asset-allocation driven investment approach, offering diversified exposure to mutual funds, ETFs, and independent managers while providing tiered financial planning services tailored to client complexity.