Charles Foster Profile Headshot

Charles Wm. Foster

Principal/Director of Client Development

Trust is the key to building and maintaining JMG’s growth and Charles makes it his top priority, whether he’s communicating with current or prospective clients. He enjoys getting to know them one-on-one and providing lifelong guidance that can bring clarity to even the most complex financial situations.

Charles has worked extensively in every facet of financial, tax and investment planning. One of his greatest professional achievements was helping a family address an IRS examination of members’ limited partnership, gift tax and trust returns. He credits a successful outcome to deep research and preparation and having positive and professional relationships with IRS field agents.

When he’s not working, Charles enjoys reading, running and writing.

Joined JMG

2019

Certifications

CPA

Degrees

Master of Science in taxation and accounting – DePaul University
Bachelor of Arts in philosophy and political science – Northwestern University

Current Boards

The Marian Institute

Past Boards

ULC Boys and Girls Clubs

“Transparency allows for optimization in communications, planning and the ability to provide thorough and well-thought-out financial, tax and investment strategies.”