Foster Group, INC.

Kate Juelfs is a financial advisor at Foster Group, Inc. in West Des Moines, Iowa, holding a Series 66 designation with 19 years of industry experience. She has been with Foster Group since 2013, working in multiple capacities within the firm over that period. Foster Group, Inc. provides investment management, financial planning, and qualified-plan consulting to individuals—including high-net-worth clients—as well as institutional clients and retirement plans. The firm’s investment approach is long-term and asset-allocation driven, utilizing mutual funds, exchange-traded funds, and independent managers, supported by integrated technology and third-party partnerships.

Matthew Moklestad is a CFP® professional with 15 years of industry experience, currently serving at Foster Group, INC. since 2016, with prior work at Principal Funds Distributor, Inc. from 2013 to 2016. He holds a Series 66 license and is based in West Des Moines, IA. Foster Group, INC. provides investment management, financial planning, and qualified-plan consulting to individuals, including high-net-worth clients, as well as institutional clients and retirement plans. The firm employs a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing mutual funds, ETFs, independent managers, and ongoing fiduciary oversight within a multi-team structure.

Andrew Rushenberg is a CFP® professional with five years of experience in financial advising, all with Foster Group, Inc. in West Des Moines, IA. Prior to his advisory role, he worked at Iowa State University. Foster Group, Inc. provides investment management, financial planning, and qualified-plan consulting to individuals, including high-net-worth clients, as well as institutional clients and retirement plans. The firm employs a long-term, asset-allocation-driven investment approach based on Modern Portfolio Theory and offers tiered service programs alongside institutional portfolio management and consulting.

Kadin White is a financial advisor at Foster Group, Inc. with 19 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to rejoining Foster Group, he worked at Directed Services, LLC and Voya, and he is also involved with Vivid Boutique, a clothing boutique where he assists with back office duties. Foster Group, Inc. provides investment management, financial planning, and qualified-plan consulting to individuals, including high-net-worth clients, as well as institutional clients and retirement plans. The firm employs a long-term, asset-allocation driven investment approach grounded in Modern Portfolio Theory and offers a range of tiered service programs alongside institutional portfolio management and consulting.

James Laursen is a CFP® and holds a Series 65 license, with three years of industry experience. He has been with Foster Group, Inc. since 2022 and previously worked at Veridian Credit Union for 19 years. Foster Group, Inc. provides investment management, financial planning, and qualified-plan consulting to individuals, including high-net-worth clients, as well as institutional clients and retirement plans. The firm employs a long-term, asset-allocation-driven investment approach based on Modern Portfolio Theory and offers tiered service programs ranging from digitally-led options to customized wealth management.

Tyler Craig is a CFP® with eight years of industry experience, currently serving as a financial advisor at Foster Group, INC. in West Des Moines, IA. His career includes multiple roles at Foster Group since 2021 and prior experience with Principal Life Insurance Company, Cerner Corp, and the Iowa City VA Health Care. Foster Group, INC. provides investment management, financial planning, and qualified-plan consulting to individuals—including high-net-worth clients—as well as institutional clients and retirement plans. The firm employs a long-term, asset-allocation-driven investment approach based on Modern Portfolio Theory, utilizing low-cost asset-class vehicles and independent managers, and offers tiered service programs supported by advanced technology and integrated professional partnerships.

Nathan Buckallew is a financial advisor with Foster Group, Inc. in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing one year of industry experience. Prior to joining Foster Group, he worked at Merkle Retirement Planning and Northwestern Mutual Wealth Management Company. Outside of his advisory work, Buckallew serves as the head baseball coach for the Johnston High School baseball team. Foster Group, Inc. provides investment management, financial planning, and qualified-plan consulting to individuals—including high-net-worth clients—as well as institutional clients and retirement plans. The firm employs a long-term, asset-allocation driven investment approach grounded in Modern Portfolio Theory and offers tiered service programs ranging from digitally led to fully customized solutions.

Caleb Brown is a CFP® professional with 11 years of experience, currently serving at Foster Group, INC. since 2014 across various roles. He holds Series 63 and Series 65 licenses and is based in West Des Moines, IA. Foster Group, Inc. provides investment management, financial planning, and qualified-plan consulting to individuals, including high-net-worth clients, as well as institutional clients and retirement plans. The firm employs a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing mutual funds, ETFs, and independent managers, and offers tiered service programs ranging from digitally-led options to customized wealth management.

Daniel Hawthorne is a CFP®-certified financial advisor at Foster Group, Inc. in West Des Moines, IA, with five years of industry experience. He served in the United States Air Force from 2014 to 2021 before joining Foster Group. Foster Group, Inc. provides investment management, financial planning, and qualified-plan consulting to individuals, institutional clients, and retirement plans. The firm offers tiered service programs ranging from digitally-led options to fully customized wealth management, employing a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory.

Isabel Mc Millen is a CFP® with three years of industry experience, currently serving as a financial advisor at Foster Group, Inc. She previously worked at Iron Horse Wealth Management and has experience in both financial services and other sectors, including education and retail. Foster Group, Inc. provides investment management, financial planning, and qualified-plan consulting to individuals, institutional clients, and retirement plans. The firm offers tiered service programs and employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory.

Jonathan Evans is a CFP® and holds a Series 65 license with 18 years of industry experience. He has been with Foster Group, Inc. since 2012, currently working at their West Des Moines, IA office. Foster Group, Inc. provides investment management, financial planning, and qualified-plan consulting to individuals, including high-net-worth clients, as well as institutional clients and retirement plans. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, utilizing mutual funds, ETFs, and independent managers, and offers tiered service programs tailored to client needs.

Stacie Neussendorfer is a CFP® with 17 years of industry experience and has been with Foster Group, Inc. since 2018. Prior to joining Foster Group, she worked at Foreside Fund Services, LLC and Westwood Management Corp. She serves as Chair of the Investment Committee for Morning Star Lutheran Church, overseeing an endowed fund and coordinating grant and scholarship distributions. Foster Group, Inc. provides investment management, financial planning, and qualified-plan consulting to individuals, including high-net-worth clients, as well as institutional clients and retirement plans. The firm employs a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory and offers tiered service programs alongside institutional portfolio management and consulting.

Kent Kramer is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Foster Group, Inc. since 2013. He holds the Series 66 designation and is based in West Des Moines, IA. Foster Group, Inc. provides investment management, financial planning, and qualified-plan consulting to individuals—including high-net-worth clients—as well as institutional clients and retirement plans. The firm employs a long-term, asset-allocation driven investment approach grounded in Modern Portfolio Theory and offers tiered individual service programs alongside institutional portfolio management.

Melissa Pflieger is a CFP® with two years of experience in financial advising. She is currently with Foster Group, Inc. and has prior work history including roles at Productive Resources, Mindlance Inc, Kelly Services, and a long tenure at John Deere. Foster Group, Inc. provides investment management, financial planning, and qualified-plan consulting to individuals, including high-net-worth clients, as well as institutional clients and retirement plans. The firm employs a long-term, asset-allocation driven investment approach grounded in Modern Portfolio Theory, using low-cost mutual funds, ETFs, and independent managers.

Andrew Farmer is a CFP® and holds a Series 65 license, with 12 years of experience in the financial advisory industry. He has been with Foster Group, INC. since 2013, including its predecessor entity, and is currently based in West Des Moines, IA. Foster Group, Inc. provides investment management, financial planning, and qualified-plan consulting to individuals, including high-net-worth clients, as well as institutional clients and retirement plans. The firm employs a long-term, asset-allocation-driven investment approach based on Modern Portfolio Theory and offers tiered service programs tailored to varying client needs.