F&M News & Notes - Foster & Motley

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In the News

InvestmentNews names Foster & Motley a winner of the 2017 Best Practices Awards, an important initiative that recognizes the top-performing and most innovative firms in the financial advice industry.

We are excited to be included in the list!

Good Things Are Happening!
In honor of F&M’s 20^th anniversary, our friends at the Greater Cincinnati Foundation made a Learning Links grant in the firm’s name. The grant was made to support the Cincinnati Children’s Hospital program, “Just What the Doctor Ordered,” which provides sterile reading materials for children who are receiving chemotherapy. Thank you GCF for this honor!
	Dave Foster was paired with a “Little Brother” through the Big Brothers Big Sisters program of Greater Cincinnati. A chance meeting re-connected them. The story was featured in Cincinnati’s edition of USA today. See the article here.

F&M Learns

Luke Hail, Brad Soper, and Zach Horn attended Schwab’s IMPACT conference in Chicago, the industry’s largest gathering of experts and advisors. David Cameron, former Prime Minister of the United Kingdom, Liz Ann Sonders, Chief Investment Strategist at Schwab, and Greg Valliere, Chief Political Strategist at Horizon Investments, were among the speakers.

	Dave Nienaber recently earned the Certified Exit Planning Advisor (CEPA) designation. This designation is specifically designed for business advisors who work closely with owners of privately held companies. To receive the CEPA designation, Dave completed a rigorous program involving 100 hours of pre-course study, 30 hours of class room instruction, and successful completion of a 3-hour proctored examination. Dave is more eager than ever to serve our business-owning clients!

	Rachel Rasmussen was awarded the Chartered Financial Analyst (CFA®) designation which covers a broad range of portfolio management and advanced investment analysis skills. The program requires 4 years of relevant experience, 3 six-hour exams, and over 900 hours of study.

	Niki Williams recently passed the Series 65 investment advisor exam qualifying her as an investment advisor representative. Congratulations Niki and Rachel!

Employee Spotlight

We are pleased to announce the addition of two new Client Service Specialists to the team, Katina Peters and Kristina Hoesada!

Katina supports Paul Staubach and Joe Patterson on the financial planning team and comes to us with experience from Anthem as a Senior Process Analyst and as an active leader in Kings Local School District’s PTO.

Kristina works with Mark Motley and Ryan English on the investment management team. She joins us after spending 11 years with Fifth Third Bank and the last 6 years with the Private Bank Team.

Welcome Katina and Kristina!

F&M Family Continues to Grow

George Zachary was born on October 31st at 6 lbs 10 oz to proud parents Zach and Katie Binzer. Big sister, Annabelle, is very excited!

Upcoming Events
In 2018, Foster & Motley is partnering with PBSI Technology Solutions to offer 4 webinars covering various cybersecurity topics such as securing personal data, email security best practices, encrypting files, and password management. Be on the lookout in the next month for an invite to those sessions!
	On March 18^th, F&M employees are supporting the American Heart Association at the Heart Mini 5k Walk. We would love for you to join us! We will be sharing a discount code with our clients to join our group. A Save the Date email will be going out soon with a link to register.

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