Our Team - Foster & Motley

As you dare to dream, encircle yourself with a seasoned team of experts, who have blazed their own trails in life and in the financial marketplace.

Foster & Motley is proud of the professional, experienced financial planners and investment managers who provide credible and reliable advice to our clients every day.

All of our professionals have earned their certification or accreditation in their respective fields, including the following designations: Certified Financial Planner (CFP®), Certified Public Accountant (CPA) and Chartered Financial Analyst (CFA®). We are committed to creating and supporting a culture of continuing education for our staff, which you, as a client, benefit from as our employees stay up to date on the latest news, standards, trends, rules and regulations.

Your Wealth Management Team

W. Mark Motley, MBA, CFA

Founder
Investment Manager
Co-Chief Investment Officer
Shareholder

Zachary T. Horn, MBA, CFP®, CMFC®

Managing Partner/President
Investment Manager
Shareholder

Joseph A. Patterson, CFP®

Financial Planner
Team Lead
Shareholder

J. Ryan English, MBA, CFA, CPA, CFP®

Investment Manager
Team Lead
Shareholder

Thomas J. Guidi, CFA

Investment Manager
Co-Chief Investment Officer
Shareholder

David A. Foster

Founder
Shareholder

Zach T. Binzer, CFP®

Financial Planner
Shareholder

Elizabeth M. Green, CFA

Investment Manager
Shareholder

Lucas P. Hail, MBA, CFP®

Financial Planner
Shareholder

Tony R. Luckhardt, MBA, CFP®, CRPC®

Financial Planner
Shareholder

David J. Nienaber, MBA, CPA, CFP®

Financial Planner
Shareholder

Rachel A. Rasmussen, MBA, CFA, CDFA®

Investment Manager
Shareholder

Ralph J. Scherer, MBA, CFA, JD

Shareholder

Bradley M. Soper, MBA, CFA, CPA

Investment Manager
Shareholder

Emily K. Diaz, MAcc, CPA, CFP®

Financial Planner

Megan E. Lyons, CFP®

Financial Planner

Nicholas E. Roth, CFP®

Financial Planner

Amy L. Thomas, CPA

Financial Planner

Sarah K. Conwell, MFE, CFA

Fixed Income Portfolio Manager

Nate Green

Associate Financial Planner

Emily C. Hogya

Associate Investment Manager

Nathan J. Lorenz

Trader, Investment Analyst

Zach Losey, MSF

Associate Financial Planner

Niki E. Roland

IM Rebalancing & Associate Manager

Kevin M. Schmitt, CFA, CPA

Associate Investment Manager

Lawrence J. Bernhard, IACCP®

Chief Compliance Officer
Office Manager

James L. Combs

Director of Information Technology

Justin M. Hargett

Salesforce Administrator

Lindsey R. Keith

Director of Operations

Louise McLead, CPA

Tax Manager

Ryan P. Pollock, CPA

Director of Tax

Betsy L. Wolking, MSM

Director of Marketing & Communications

Royleene R. Bratton

Client Service Associate

Jen DeBaun

Client Service Specialist

Malinda Farthing

Operations Specialist

Robyn L. Harrison

Client Service Specialist

Connie Hartman

Client Service Specialist

Jessica L. Holcomb

Operations Specialist

Lauren Hughes

Client Service Manager

Heather D. Jackson

Client Service Specialist

Christine M. Jones

Operations Specialist

Susan Koenig

Client Service Associate

Heidi N. Lenhart

Client Service Specialist

Beth Liesch

Receptionist

Katina A. Peters, FPQP®

Client Service Specialist

Alison Posinski

Receptionist

Ellen F. Wisner

Client Service Associate

Sherry L. Wright

Tax Administrative Specialist

Arlynne R. Zofkie

Client Service Specialist

Consolidated Appropriations Act - Transparency in Health Care

Transparency in Coverage regulations require health insurers and group health plans to create machine readable files containing negotiated rates for in-network providers and allowed amounts derived from historical claims for out-of-network providers and make those files publicly available. These files follow the Centers for Medicare & Medicaid Services (CMS) defined layout and are in the CMS approved format and are not meant for a consumer-friendly search of rates, benefits, or cost sharing.

The below link will allow a search by using an Employer Identification Number (EIN). If you need assistance locating our EIN for the purpose of providing Transparency in Coverage, please contact our Chief Compliance Officer.

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