My Approach
I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.
Interests
My wife, Kathy Foster, and I enjoy theater, travel and art museums in distant cities. I also enjoy golf, music and fine dining at home.
Community Participation I am a member of the Rotary Club of Walla Walla (noon) and the Walla Walla Valley Chamber of Commerce. I also serve on the board of directors for the Walla Walla Valley Estate Planning Council.
- Rotary Club of Walla Walla
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Walla Walla Valley Estate Planning Council
Areas of Focus
Retirement Income Strategies
Charitable Giving
Estate Planning Strategies
Wealth Preservation Strategies
Retirement Planning Strategies
Tax Planning Strategies
Experience Qualifications
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
CRPC® Chartered Retirement Planning CounselorSM
Education College for Financial Planning, 1988
Professional Associations
Estate Planning Council of Walla Walla
Million Dollar Round Table
National Association of Insurance and Financial Advisors
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