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Meet Our Team

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Who Are We

As a collective of financial experience, our firm is comprised of insurance and investment professionals with diverse talent dedicated to helping you optimize your wealth and protect your life’s work. By combining our diverse pool of talent with fully integrated methodologies based on your needs, we’re able to help you effectively achieve your goals through truly optimized decision-making you can trust.

At the end of the day, we are really just like the clients we serve – hard working, honest individuals with families, goals and lifelong dreams of our own.

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Timothy D. Foster

Timothy D. Foster

Partner

George C. Klima

George C. Klima

Partner

Jeffrey A. Foster

Jeffrey A. Foster

Partner

David B. Foster, LUTCF

David B. Foster, LUTCF

Partner

Susan M. Jares

Susan M. Jares

Executive Assistant

Alicia J. Dickhaus

Alicia J. Dickhaus

Client Relations Manager

Shelly Joslin

Shelly Joslin

Equity Administrative Support

Anna Osborn

Anna Osborn

Tina Duske

Tina Duske

New Business and Policy Service Manager

Rebecca Swenson

Rebecca Swenson

Benefits Consultant