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.

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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. 

 Daniel handles all customer service-related items such as address changes, updating beneficiary forms, withdrawal requests, processes applications and handles onboarding new clients. 

Mandy graduated Summa Cum Laude from Ivy Tech with her Associate of Science in Human Services. She also holds her FPQP® designation. Mandy has over a decade of experience in Customer Service, from scrubbing coffee pots to processing Roth Conversions – she’s done it all!

 "Through the years I’ve learned the value of what it truly means to go the extra mile and what doing the ‘right thing’ for someone looks like. I love helping others and being part of something bigger than yourself is especially rewarding."

If she’s not chasing after her son, Logan, she can be found reading or in the garden during the summer.