Expertise:
Retirement and legacy planning
Major Product/SVS:
Insurance services; Investment and financial strategies
Hobbies/Sports:
Developing her faith; Spending time with her family and friends
Education Degrees:
Pursuing Master's Degree in Personal Financial Planning; Bachelor's Degree in Business Administration, Louisiana State University (1990)
Affiliations Awards:
Financial Planning Association
Charity:
Volunteer, Go Red For Women; Kiwanis International
Number Of Years In Profession:
18
What Does He/She Attribute Success To:
She attributes her success to her persistence.
Why did you become involved in your profession or industry?:
She became involved in her profession through her passion to help business owners.
Position Responsibilities and Duties:
Conducting financial planning; Advising small to mid-sized businesses and family businesses with risk management; Working on the offensive and defensive side of the business; Consulting people on their retirement; Overseeing bonuses, insurance, legacy planning, retirement, and financial strategies; Working with attorneys and accountants
Education Certifications:
Accredited Asset Management Specialist
Where Will You Be In 5 Years:
In five years, Ms. Foster hopes to create another organization within the organization and work with family businesses.