How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Thomas A. Foster, CFP
President
Thom is a native Hoosier, having grown up in northern Indiana. He attended Indiana University and graduated in 1996 with a BA in Economics and a certificate from the IU Kelley School of Business. After college, he started his financial...
Cathy Foster
Managing Director
Cathy attended Indiana University in Bloomington where she received a Bachelor’s degree in Psychology and a minor in Mathematics. She began her career in the investment field as a service professional for American Express...