Experience

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  Foster & motley, inc.

  Dec 2011 - now

  The importance of communicating with clients about their wealth management in a language they can understand is critical to me. No matter how complex my clients’ situations are, I find a way to present information in a way that’s digestible and clear. The relationships I’m able to forge because of that approach are invaluable to me. In fact, many of my client relationships evolve into friendships and go beyond the normal aspects of planning and management. I’ve had the opportunity to share my insights with the Cincinnati Business Courier regarding several industry topics.In addition to my duties as an investment manager, I lead Foster & Motley as Managing Partner/President of the firm. My mission is to keep our team focused, open-minded to change, and collaborative. Outside of Foster & Motley, I am a Director for the OHIO Alumni Association Board, a member of Rotary International, and a member of the International Business Honor Society, Beta Gamma Sigma. Show less

  • Managing Partner/President, Investment Manager & Shareholder

    May 2019 - now

  • Investment Manager & Shareholder

    Jan 2015 - now

  • Investment Manager

    Dec 2011 - now