About Us

  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.

Check the background of this investment professional by clicking the link: 

  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. 

 Check the background of this investment professional by clicking the link:  

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.

Maddison is the head of our Operations and Client Relationship Team. She also handles customer service-related items. 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 four 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. 

 Makayla handles all customer service-related items such as address changes, updating beneficiary forms, and withdrawal requests. Makayla graduated from Purdue University in West Lafayette, IN with a Bachelor’s degree in Agribusiness and a minor in Horticulture. She has two years of experience in the financial industry.  

“Working for Foster Financial has given me a unique opportunity to use my background and education within another industry. Heather is a great mentor. I love working in an environment that pushes me to grow and further my knowledge. ”  

In her free time, Makayla enjoys spending time with family and friends, traveling, shopping, and following Purdue athletics. She also likes to hike, swim and anything outdoors. She regularly donates her time and treasures to her county 4H clubs and her local church.  

    Joe processes applications and handles onboarding new clients. He graduated from Purdue University with a degree in Management. Joe has over 12 years of experience in the financial industry. 

“I enjoy getting to know the clients here at Foster Financial and doing everything I can to assist with your customer service needs! My goal is to ensure you have a great experience with Foster Financial and feel peace of mind entrusting us with handling your retirement assets.” 

Joe is a huge sports fan, so when not on the clock he is following Purdue basketball and football, as well as the Atlanta Braves and Indianapolis Colts. He enjoys outdoor activities like biking, tennis, kayaking and running. He also loves spending time with his family.