The Finance and Investment Management team at Foster & Motley, Inc. is responsible for delivering personalized, unbiased financial planning and investment strategies to clients. As fee-only advisors, the team focuses on providing recommendations that are in the best interest of clients, leveraging their expertise in various financial disciplines, including investment management, financial planning, fixed income portfolio management, and trading. The team is committed to acting as fiduciaries, ensuring transparency and prioritizing clients' needs while continually pursuing professional accreditations and adopting innovative financial tools and techniques.
Amy L. Thomas
Financial Planner
Bradley M. Soper
Investment Manager
David Nienaber
Financial Planner & Shareholde...
Elizabeth M. Green
Investment Manager
Emily C. Hogya
Associate Investment Manager
Emily K. Diaz
Macc, Cpa, Cfp®
Joe Patterson
Financial Planner & Shareholde...
Joseph A. Patterson
Financial Planner
Kevin Schmitt
Associate Investment Manager
Lucas P. Hail
Mba, Cfp®
Luke Hail
Financial Planner & Shareholde...
Mark Motley
Investment Manager & Sharehold...
Megan E. Lyons
Financial Planner
Nate Green
Associate Financial Planner
Nathan J. Lorenz
Trader, Investment Analyst
Nicholas E. Roth
Financial Planner
Niki E. Roland
IM Rebalancing & Associate Man...
Rachel Rasmussen
Investment Manager & Sharehold...
Sarah K. Conwell
Fixed Income Portfolio Manager
Thomas J. Guidi
Investment Manager
Tony R. Luckhardt
Financial Planner & Shareholde...
Zach Horn
Managing Partner/president, In...
Zach Losey
Associate Financial Planner
Zach T. Binzer
Financial Planner
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