About Clayton
In his role as an Associate Wealth Advisor, Clayton Foster, CFP® not only specializes in tax and holistic financial planning, but he also understands the importance of maintaining and nurturing client relationships. He utilizes sophisticated software to analyze client plans, bringing to light any components that are outdated, not on course, or could potentially jeopardize the plan’s success. He has experience analyzing current investment products, allocation, insurance portfolios, estate plans, tax status, and more.
He holds a bachelor’s degree in human environmental sciences with an emphasis in personal financial planning from the University of Missouri-Columbia. Clayton has also earned the CERTIFIED FINANCIAL PLANNER™️ professional designation.
Outside of the office, Clayton enjoys spending time with friends and family. His hobbies include being active, walks by Lake Michigan, St. Louis Cardinals baseball, and competitive air hockey.
In his role as an Associate Wealth Advisor, Clayton Foster, CFP® not only specializes in tax and holistic financial planning, but he also understands the importance of maintaining and nurturing client relationships. He utilizes sophisticated software to analyze client plans, bringing to light any components that are outdated, not on course, or could potentially jeopardize the plan’s success. He has experience analyzing current investment products, allocation, insurance portfolios, estate plans, tax status, and more.
He holds a bachelor’s degree in human environmental sciences with an emphasis in personal financial planning from the University of Missouri-Columbia. Clayton has also earned the CERTIFIED FINANCIAL PLANNER™️ professional designation.
Outside of the office, Clayton enjoys spending time with friends and family. His hobbies include being active, walks by Lake Michigan, St. Louis Cardinals baseball, and competitive air hockey.