Verified recordFinancial Services

Marcus Iwig

Senior Lead Advisor at Foster Group

Based in Ankeny, United States

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Seniority

Manager

Department

General Business & Management

Location

Ankeny

Industry

Financial Services

Company size

120

Contact information

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Email

1 credit

m•••••••@fostergrp.com

Phone

5 credits

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Background

About Marcus Iwig

With an education and background in accounting and finance I especially enjoy working with clients on business exit and succession planning, retirement planning, and charitable giving. Coupling a passion for planning with an academically-driven investment philosophy we develop plans with that provide a high probability of success. Family is incredibly important to me, my wife and I have twin boys born in 2011 and recently added a baby girl to the mix. We value our time together as a family and are grateful that we still live near much of our extended family. These values drove me to find a career where I enjoy helping individuals and families tackle their financial goals and challenges. While we strive to address the clients' concerns right away our goal is to create a relationship and plan that eases the minds of our clients and frees them to pursue things they are passionate about.

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