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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 strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We 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

mark.foster@lpl.com

Mark 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...

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Julie Noel

LPL Registered Administrative Assistant

(734) 929-4235

julie.noel@lpl.com

For 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...
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Tod Phillips

Firm LPL Registered Principal & Executive Vice President

(248) 353-6570 x320

tod.phillips@lpl.com

Tod 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...
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Sally Cholewka

Advisor Services Para Planner, Team Support

As 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...
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Benson Frost

Para Planner, Team Support

Benson 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,...
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Dan Lone

Information Technology & Advisor Services Team

(248) 353-6570 x313

daniel.lone@lpl.com

Dan 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...
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