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 lifelong resident of Ann Arbor and has been married to Melissa for over 30 years. They have two boys, Jack and Joe who are both graduates of Michigan State University. As an empty nester Mark enjoys sports and spends some of his free time playing hockey, golf and tennis. The family loves to travel up north to spend time at their favorite family destinations either at Lake Charlevoix or Burt Lake.

Mark attended Albion College where he received his Bachelors of Arts in Economics and Management. He also has his Masters of Business Administration from Eastern Michigan University and has achieved his Accredited Investment Fiduciary AIF® designation.

Community service is a high priority for Mark. He is a member of the Investment and Finance Committee at the Ann Arbor Area Community Foundation and is on the Foundation Board of Directors at Glacier Hills Senior Living Community. He is a member of the Endowment Committee (and past board member) of the Ann Arbor Rotary Club and served as president of the club (2023-24). In addition, Mark joined the Board of Trustees of the Employees Retirement System of the City of Ann Arbor in 2023.

Mark has worked in the financial services industry for over 30 years with more than 20 years of experience in Financial Planning. He currently holds a Series 7, 6, 63 and 65 registrations through LPL Financial. He works with high net worth individuals and families helping them navigate all wealth management concerns with a thorough, but common-sense approach. He provides clients with open architecture, objective research on individual securities, mutual funds, ETF’s and asset managers inclusive of easy-to- use online tools and resources on LPLs Independent Platform.

Mark Foster maintains two strong associations. First, as Boardwalk Financial Group LLC – he is provided securities oversight, financial planning and technology supported through LPL Financial, the largest independent broker dealer* in the nation. Financial advisors backed by LPL Financial have become a leading source of objective advice for accumulating and managing personal wealth. Secondly, Mark is an active member of a prestigious and large regional network of America Group Retirement Strategy Centers. Service team members, both local and regionally, are skilled, knowledgeable, and focused on serving clients with dedication and distinction. America Group Retirement Strategy Centers is known as one of the “Top” large enterprises associated with LPL Financial.

*As reported by Financial Planning magazine, 1996 - 2023, based on total revenue.

Mark has worked in the financial services industry for over 27 years with more than 17 years of experience in Financial Planning and currently holds a Series 7, 6, 63 and 65 registrations through LPL Financial. He works with high net worth individuals and families helping them navigate all wealth management concerns with a thorough, but common-sense approach. He provides clients with open architecture, objective research on individual securities, mutual funds, and asset managers inclusive of easy-to- use online tools and resources on LPLs Independent Platform.

Mark Foster maintains two strong associations. First, as Boardwalk Financial Group LLC – he is provided securities oversight, financial planning and technology supported through LPL Financial, the largest independent broker dealer* in the nation. Financial advisors backed by LPL Financial have become a leading source of objective advice for accumulating and managing personal wealth. Secondly, Mark is an active member of a prestigious and large regional network of America Group Retirement Strategy Centers. Service team members, both local and regionally, are skilled, knowledgeable, and focused on serving clients with dedication and distinction. America Group Retirement Strategy Centers is known as one of the “Top” large enterprises associated with LPL Financial.

*As reported by Financial Planning magazine, June 1996-2016, based on total revenue.

Julie Noel

LPL Registered Administrative Assistant

(734) 929-4235

julie.noel@lpl.com

Julie supports Mark Foster, Owner and President of Boardwalk Financial, as well as their entire client base. Julie has worked in the banking channel of financial services with Mark since 2007, and together, they pride themselves on providing extraordinary client service.

Prior to working in financial services, Julie spent many years in both inside and outside marketing roles in the appliance industry. She also has past experience working in the health insurance field as well as the mortgage industry. Julie has extensive knowledge of LPL Financials practices along with the processes they require, this allows her to process client requests efficiently and timely. She holds her Series 7 and Series 63 licenses which allows her the ability to perform any securities-related trades if and when necessary.

An avid animal lover, Julie resides in Belleville, MI with her husband Jeff, her dog and 2 cats.

Graziella Bellucci

LPL CFO Solutions

Graziella plays a vital role in Boardwalk Financial Group's strategic initiatives. Graziella supports Mark through financial analysis and actionable insights that focus on financial sustainability and long-term business growth.

Graziella worked as a business consultant for a boutique venture capital firm, acquiring hands-on experience leading cross-functional teams through financial and operational goals. Prior to joining LPL's CFO Solutions team, she was responsible for managing all aspects of the financial operation for an agricultural service company.

She resides in Honolulu, HI with her husband Omar.

Ann Mikols

LPL Registered Principal

248-498-4800

ann.m.mikols@lpl.com

Ann supports audit compliance for Boardwalk Financial Group. She provides guidance to the firm and its registered representatives on new regulatory and LPL policy changes.

Ann has 33 years of experience in the financial services industry, half that time as an advisor and half as a registered principal in operations and compliance. Over the last 11 years she practiced as an LPL Principal Examiner in Branch Exams.

Randy Malloy

Para Planner, Team Support

Randy works as a Para Planner in the America Group Financial Planning Department. His role includes analyzing clients’ financial situations and collaborating with advisors to assist with financial planning. He prepares retirement, life insurance, education and investment analysis using a variety of software platforms, including eMoney and Morningstar Workstation. Randy’s experience specifically in financial planning coupled with his FINRA Registrations, allow him to support advisors with Case Design services.  

Prior to joining the America Group team, he gained his training and experience from his     previous work in financial planning with Hantz Financial Services where he specialized in financial planning. He holds a Series 7 and 66 registrations with LPL Financial.  He is licensed in the State of Michigan for Life, Health, VC, Property and Casualty.   

Randy is a graduate from Oakland University with a bachelor’s degree in finance. When he’s not working you can find him spending time with family and friends. He also loves playing or watching Ice Hockey. 

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America Group Retirement Strategy Centers is a separate entity from LPL Financial, and its associates are separate from Boardwalk Financial Group, LLC