My F&M

Our Team

Together, let's define your path.

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.

Founder
Investment Manager
Co-Chief Investment Officer
Shareholder
Managing Partner/President
Investment Manager
Shareholder
Financial Planner
Team Lead
Shareholder
Investment Manager
Team Lead
Shareholder
Investment Manager
Co-Chief Investment Officer
Shareholder
Founder
Shareholder
Financial Planner
Shareholder
Investment Manager
Shareholder
Financial Planner
Shareholder
Financial Planner
Shareholder
Financial Planner
Shareholder
Investment Manager
Shareholder
Investment Manager
Shareholder
Investment Manager
Shareholder
Financial Planner
Financial Planner
Financial Planner
Fixed Income Portfolio Manager
Trader
Investment Analyst
Associate Financial Planner
Wealth Management Associate
Associate Financial Planner
IM Rebalancing & Associate Manager
Chief Compliance Officer
Office Manager
Director of Information Technology
Director of Tax
Director of Marketing & Communications
Client Service Specialist
Client Service Specialist
Operations Specialist
Client Service Specialist
Client Service Specialist
Operations Specialist
Client Service Specialist
Operations Specialist
Client Service Associate
Client Service Specialist
Receptionist
Client Service Specialist
Receptionist
Client Service Specialist
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.


Search Here