Team At Boardwalk Financial Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.We can help you address:Investing principles and strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysisWe also can answer your questions, including:Can I retire early?Are my investments working hard enough?What’s a good approach for college savings?What are the elements of a sound estate strategy?Do I have enough life insurance for my family?Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. Mark Foster, MBA, AIF® Private Wealth Advisor(734) 929-4235 email@example.comMark has been a long time resident of Ann Arbor and has been married to Melissa for 25 years. They have two boys, Jack 19 and Joe who is 16 years old. When he’s not busy trying to keep up with his boy’s activities Mark enjoys sports...Click to read more... Julie NoelLPL Registered Administrative Assistant(734) 929-4235 firstname.lastname@example.orgFor over 10 years, Julie Noel has provided executive assistance, financial services, and investment support for the client base of Mark Foster, MBA – President and CEO of Boardwalk Financial Group, LLC. Julie works to provide an...Click to read more... STRATEGIC PARTNERS Tod PhillipsFirm LPL Registered Principal & Executive Vice President(248) 353-6570 x320 email@example.comTod brings 40 plus years of experience in the Financial Services Industry where he provides the knowledge, experience, and expertise to help manage the day-to-day Advisor Support services that the America Group provides to all of...Click to read more... Sally CholewkaAdvisor Services Para Planner, Team SupportAs the Case Planner for the America Group, Sally is responsible for assisting with Financial Planning, Case Design and Business Development. She works closely with Advisors to develop customized financial planning analysis and...Click to read more... Benson FrostPara Planner, Team SupportBenson joined the America Group in 2014 and has six years of broad Financial Services and Insurance Industry experience. As a Business Development Specialist, Benson is responsible for assisting with Financial Planning, Case Design,...Click to read more... Dan LoneInformation Technology & Advisor Services Team(248) 353-6570 x313 firstname.lastname@example.orgDan joined America Group in October of 2014 and serves as the information technology systems administrator. He ensures that our technology is compliant, he assists with troubleshooting malfunctions and he provides insightful...Click to read more... Have a Question Name Email Phone Question Thank you! Oops!