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F&M News & Notes

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In the Community - Heart Mini

Foster & Motley’s Heart Mini team enjoyed a meaningful 5K walk on March 18th, filled with sunshine, laughs, and support. We appreciate everyone who came out and spent the day with us while supporting a great cause! It was a beautiful day and a wonderful event.
For those that attended, you witnessed the magnitude of the community’s participation and can appreciate the impact this event has on raising funds to support the American Heart Association’s lifesaving research; research that directly impacts our F&M family.

Downtown Cincinnati was filled with over 26,000 walkers, who helped raise over $3,000,000. We were excited to have a team of 78 participants, raising over $8,000. Thank you again for those that helped us to support the American Heart Association. We hope to see you there next year!

Dancing with the 'Stars'

The Children’s Law Center in Covington, KY is hosting an annual Dancing with the ‘Stars’ event.  We are pleased to share our very own, David Nienaber, will be participating and competing in the event on Thursday, May 31st from 6:00-9:30pm at the Receptions Event Center in Erlanger, KY.  We’d love to see you there!

Children’s Law Center works with more than 500 children in Ohio and Kentucky each year.  The Center exists to protect and enhance the legal rights of children through quality legal representation, policy development, and education. More info about this event can be found here!

To see a video on Dave’s dancing “progress” click here!

F&M Learns

  Paul Staubach recently attended the 2018 NAPFA Large Firm Forum in Arizona.  The event was exclusive to fee-only financial planning firms of $750 million in assets under management and greater.  The conference focused on leadership and organizational governance.        
  Brad Soper 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. 

Congratulations Brad!

Employee Spotlight

  We are pleased to announce the addition of two new Associate Financial Planners to the team, Nick Roth and Emily Topp, CPA
Nick works with Dave Nienaber and Luke Hail and comes to us with a finance degree from the University of Cincinnati and wealth management internship experience.  
Emily works with Amy Thomas and Joe Patterson and has an accounting background and holds a CPA designation and Master of Accounting degree. 
Welcome Nick and Emily!