Leading the way to holistic retirement planning.
Heather Foster is passionate about sharing her years of human and financial insight with her clients, with whom she builds strong, lasting relationships. Heather has a strong belief in education, and sees educating her clients as the solid foundation needed for a long and lasting successful relationship. Before Heather worked with Foster Financial , she attended Indiana University to gain her degree in Business.
For more than 18 years, Heather has provided consulting and financial services to individuals and businesses throughout the Midwest. Her Approach is consumer-oriented and local in focus, with an emphasis on retirement, income planning and succession planning.
Heather is a respected speaker, consumer finance advocate, and had been a guest columnist for the Business People’s Magazine, as well as the Co-Host of a Financial Show, and a weekly guest on 21 Alive's Insight.
In her commitment to serve her community, Heather is associated with and supports Indiana’s Philharmonic, March of Dimes, US Cancer Society, Wounded Warrior Project; Disabled Veterans Charity, Christian Broadcasting Network, Christian Women’s Group Mentoring, International Missions, Northwest Haiti Missions, Fort Wayne Rescue Mission, and Charis House.
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As Vice President of Foster Financial, Caleb takes an educational approach to comprehensive financial planning. From start to finish, the process is highly collaborative as he seeks not only to help the client’s financial state but also to develop their broader understanding of financial planning. Identifying how finances, taxes, and legislation all play a part in his clients’ plan leads to long-lasting relationships.
Prior to Foster Financial, Caleb worked in management consulting where he helped advise Fortune 500 companies on their long-term corporate strategy. Over his career, he has gained experience in a variety of industries including finance, insurance, healthcare, and consumer goods. Caleb attended the Ross School of Business at the University of Michigan where he earned a Bachelor’s of Business Administration degree.
“Working at Foster Financial brings together the qualitative aspect of working with wonderful clients and the quantitative aspect of solving financial problems. I’m passionate about serving my clients and making the complex world of financial planning simpler.”
In his free time, Caleb enjoys being with his wife Sarah. You can often find them snowmobiling in the upper peninsula of Michigan, boating on the great lakes, and serving at their local church.
John is a fully licensed financial advisor and fiduciary for the clients he serves. He also handles rollover calls, account research calls as well as assisting clients who are having trouble logging into our systems (MoneyGuidePro, Advisorclient.com, etc.). He graduated from Ball State University in Muncie, IN with a Bachelor’s Degree in Finance with a primary focus on Financial Planning. John has 5 years of experience in the financial industry. He has an Indiana Life and Heath License as well as his Series 63, 65 & 6. He is currently studying to take the Certified Financial Planning Exam as well.
“It is a privilege to promote overall financial education, help people define and diagnose financial situations, and especially plan for their financial future. It has been a dream come true to work at a firm that values its clients as highly as Foster Financial does. I couldn't ask for a more helpful team to work with as well. Heather has been an excellent mentor and has allowed me to strengthen my views and planning methods on overall financial planning and wealth management.”
In his free time, John likes to stay active by biking the river greenway of Fort Wayne, playing basketball with friends, and golfing at courses around the state.
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Maddison is the head of our Operations and Client Relationship Team. If you are not sure whom to talk to, she can help. She is a jack of all trades. Maddison graduated from Purdue University Fort Wayne with a Bachelor’s Degree in Communications and Minors in Public Relations and Journalism. After graduating she worked at a local CPA firm which sparked her interest in the financial field. She has five years of experience in the financial industry and enjoys learning all aspects of it.
“At Foster Financial I am able to use my education and skills to promote a company that is honest and has the client’s best interest in mind. It is a company that I am proud to work for because it aligns with my personal beliefs.”
In her free time, Maddison enjoys spending time with her family, playing with her son Oliver, and reading. She loves all things Disney, Harry Potter, and Star Wars (you may catch glimpses of some characters at her desk). She also likes hiking, biking, canoeing, and going on walks with her son. She regularly donates to The Ronald McDonald House and Riley Children’s Hospital.
Emily handles all customer service-related items such as address changes, updating beneficiary forms, withdrawal requests, processes applications and handles onboarding new clients. Emily graduated from Ball State University with a Bachelor's Degree in Elementary Education and Special Education. After graduating she worked as a teacher for Fort Wayne Community Schools.
"I was drawn to Foster Financial because of Heather's holistic approach to finances. I have appreciated being part of a team that is client focused and allows me to utilize my educational background in interchangeable ways. Foster Financial has immense dedication to providing quality services to clients and I am proud to be a part of that process."
Emily loves to read and crochet, preferably in the sunshine. She enjoys spending quality time with her family and friends, doing puzzles, and playing games. She is super into K-POP and shares it with the office.
Daniel handles all customer service-related items such as address changes, updating beneficiary forms, withdrawal requests, processes applications and handles onboarding new clients.
Mandy handles all customer service-related items such as address changes, updating beneficiary forms, withdrawal requests, processes applications and handles onboarding new clients.
Emily handles all customer service-related items such as address changes, updating beneficiary forms, withdrawal requests, processes applications and handles onboarding new clients.
Clare handles all customer service-related items such as address changes, updating beneficiary forms, withdrawal requests, processes applications and handles onboarding new clients.
Mari is the first to greet clients when they visit our office, and she always has cookies and coffee available! She answers client phone calls and handles scheduling for our staff. Mari started her career as a teller at a bank, and she worked her way into a management position. She transitioned to the mortgage business where she had extensive training in mortgage processing and closing. She eventually entered the real estate and rental property industries where she excelled for nearly 24 years. Recently, she decided to try something new which brought her to Foster Financial.
“I am a big people person, so I love the client interaction. I like sitting with the clients prior to their meetings, talking about their interests, and getting to know them. I look forward to greeting our clients and making them feel like part of the Foster Financial Family as the staff here has made me feel like part of it myself.”
Mari enjoys spending time with her grandkids and relaxing at her lake cottage. She enjoys riding her Harley with her husband on the weekends when the weather allows.
Olivia assists Mari with prepping files for appointments as well as running reports and supporting the Client Relationship Managers. Olivia has worked in the service industry for the last nine years. During COVID she transitioned to the Mortgage Industry where her passion for service grew when she experienced the joy of aiding individuals and families in obtaining their goal to own their own home. Her passion for service and desire to further help those around her led to her transition to the financial field.
“From the moment you walk in to the moment you leave, Foster Financial makes you feel at peace. The security and comfort the team provides is top-tier. You notice right away that clients are more like family to Foster Financial. The dedication the team has to offer is truly inspiring.”
In her free time, Olivia treasures her time with her daughter. They enjoy having dance parties and doing crafts. Olivia also loves traveling, exploring new places, poetry, and the arts. She also loves a good (bad) dad joke and all things punny!
Amaris is a current junior at Indiana Tech. She is studying to obtain Bachelor’s Degrees in Accounting and Human Resources with a Minor in Mathematics.
“I greatly enjoy being a member of the team at Foster Financial where everyone is working together in a fiduciary approach to provide the best services for our clients. I am proud to be able to help in this process while learning more along the way.”
Amaris is on the women’s basketball team at Indiana Tech. She is from Ohio, but is an avid Steelers fan. Amaris also enjoys traveling as she has been to 25 states and 8 countries.
Securities and Advisory Services offered through Harbour Investments Inc. Member FINRA & SIPC The views and material presented are intended to provide background assistance and education only and is not intended to be tax or investment advice. Please consult a professional on your situation. Investments involve risks, including possible loss of principal. Past performance doesn’t guarantee future results. Guarantees are based on the claims paying ability of the insurance company.
Heather Foster is advisory licensed in CA, FL, GA, IA, IL, IN, KS, KY, MA, MI, MO, MN, NY, NC, OH, PA, SC, TN, TX, WI
John Pynchon is advisory licensed in GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. John Pynchon is securities licensed in GA, IN, IA, MI, MN, NC, OH, PA, SC, TX.
Caleb Doane advisory licensed in CA, GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. Caleb Doane securities licensed in GA, IN, MI, MN, PA, SC, TX.
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