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Cincinnati - authorized #2

Foster Kavanaugh Wealth Management Group

530 Million

Assets under management

As of 01/01/2023

25+

Years in business as a team

250+ PG

Client relationships


About our Team:

Foster Kavanaugh Wealth Management Group began in 1998 when Tim Foster and Casey Kavanaugh, the two lead advisors, joined together at Merrill Lynch to form a team. Soon after, Lisa McIntyre joined the group. They’ve been working with clients to build and manage wealth ever since.

Our group is unique in that we have two father/daughter duos on the team. Amanda Paulik, Tim’s daughter, joined the group in 2019 after working as a CPA in public accounting where she prepared taxes. Chelsea Kavanaugh, Casey’s daughter, joined in 2022 after working at Fidelity Investments in their workplace plans division.

We primarily assist Procter & Gamble retirees and soon to be retirees. Our team has an in depth understanding of P&G retirement plans and rewards, specifically in regards to the P&G PST/Savings Plan, STAR Awards, and stock options. We also hold regular seminars for P&G employees with the topics being Retirement Basics including Diversification and Risk Strategies, Understanding P&G Preferred Shares and Net Unrealized Appreciation, and Understanding P&G Stock Options.

Our group offers a comprehensive Financial Goals Analysis. This can help clients and prospective clients determine if they’re ready to retire or ready for a big expense. The team will also put together investment plans to show prospective clients how we’d invest and manage their assets. Both of these preliminary services are at no cost to Procter & Gamble employees.

Foster Kavanaugh Wealth Management Group makes every effort to understand goals, risk tolerances, income, assets, and liabilities of each individual or family we work with. This way, we can develop holistic plans that maximize success in retirement and beyond.

  • Tim

    Tim Foster, CFP®

    Senior Vice President–Wealth Management

    Financial Advisor

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    Tim Foster, CFP®, has been in the financial services industry 30+ years primarily working with Procter & Gamble retirees. He spent 26 years at Merrill Lynch and moved to UBS in 2016. Tim is one of the lead advisors on our team. He works closely with prospective and new clients to make sure they are well-educated going into retirement. He helps with client reviews, portfolio strategies, and cash flow management. Tim is very personable and dedicated to our clients. Whether you’re in retirement or nearing retirement, he will make sure you know you’re a priority.

    Tim graduated Summa Cum Laude from the University of Florida with a B.S. in Business Administration, Finance major. He earned his certification as a Certified Financial Planner™ in 2003. He and his wife Becky have three daughters Amanda, Sarah, and Ellie. Tim enjoys playing tennis, pickleball, and golf, as well as, watching collegiate sports, traveling and spending time with his family.

    • Forbes Best-in-State Wealth Advisors, 2019, 2020The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

    • University of Florida, B.S. in Business Administration, Finance
    • CERTIFIED FINANCIAL PLANNER™
    • Chartered Retirement Planning Counselor℠
    Financial planning
    Retirement planning
    Investing
    Custom portfolios
    Alternative investments
    8044 Montgomery Road
    Suite 100W
    Cincinnati, OH 45236
  • Casey

    Casey Kavanaugh

    Senior Vice President–Wealth Management

    Financial Advisor

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    Casey Kavanaugh has been in the financial services industry since 1985. He started as a manager and bank officer at PNC Bank. Casey then moved to Merrill Lynch where he partnered with Tim. Together, they created The Foster Kavanaugh Wealth Management Group, which has a large focus on P&G retirees. Casey leads the team in making sure all of our clients are well served. He specializes in financial planning, investment strategies, and cash flow management. Our clients trust Casey to review their plans and make adjustments as they are needed.

    Casey attended the University of Cincinnati where he graduated Magna Cum Laude with a B.S. degree in Business Administration. He and his wife Amy also have three daughters Megan, Chelsea and Erin. Casey likes to watch sports (especially OSU football), go fishing, play the piano, and spend time with his family.

    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

    • University of Cincinnati, B.S. in Business Administration
      Cash management
      Financial planning
      Retirement planning
      Investing
      Asset allocation
      8044 Montgomery Road
      Suite 100W
      Cincinnati, OH 45236
    • Amanda

      Amanda Paulik

      Financial Advisor

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      Amanda (Foster) Paulik joined UBS in 2019 as part of The Foster Kavanaugh Wealth Management Group. She started her career at PricewaterhouseCoopers, LLP and earned the Certified Public Accountant certification in 2019. She ultimately decided to join UBS because of her desire to work closer with clients in a way that can proactively benefit them. Amanda is the team's primary financial planner for both new and existing clients. She has a deep understanding of the Procter & Gamble retirement plans, STAR awards, LTIP awards, and PSP awards. Amanda helps with cash flow management, prepares and presents investment strategy proposals for new clients, and helps add new clients to the practice. 

      Amanda graduated Magna Cum Laude from the University of Kentucky with a Bachelor’s Degree in Accounting and Finance. She is involved in her community as a Board Member/Secretary for Wasson Way Nonprofit as well as a marketing committee member of CROWN Cincinnati. She lives in Cincinnati with her husband Michael who is a musician and the owner of Cincy Barn Doors, LLC. Amanda loves to spend her time outdoors biking, boating, and skiing. She also enjoys music and travel.

        • University of Kentucky, Bachelor's Degree in Accounting and Finance
          Financial planning
          Legacy planning
          Retirement planning
          Estate planning strategies
          Exit planning
          Asset allocation
          8044 Montgomery Road
          Suite 100W
          Cincinnati, OH 45236
        • Chelsea Kavanaugh

          Chelsea Kavanaugh

          Wealth Strategy Associate

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          Chelsea Kavanaugh joined UBS in 2022 as part of the Foster Kavanaugh Wealth Management Group. Prior to joining UBS, she worked at Fidelity Investments for 3 years with workplace retirement plans. Chelsea helps with financial planning, client reviews, and preparing proposals.

          Chelsea attended The Ohio State University and graduated with a Bachelor of Business Administration, Marketing and Finance degree. She lives in Cincinnati with her dog Milo and enjoys spending time with family and friends, exploring new places, and being active whether that’s skiing, sand volleyball, or kayaking on the Little Miami – she’s a big OSU football fan, too.

            • The Ohio State University , Bachelor of Business Administration (B.B.A.), Marketing and Finance
              8044 Montgomery Road
              Cincinnati, OH 45236
            • Lisa

              Lisa McIntyre, CRPC®

              Senior Client Associate

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              Lisa McIntyre has been with the Foster/Kavanaugh Wealth Management Group for 20+ years. She was with Tim and Casey at Merrill Lynch and transitioned to UBS with them in 2016. Our clients appreciate Lisa because of her dedication to them and the team. She makes sure everyone’s taken care of whether it be placing a trade, completing paperwork, or following up on a task. Lisa leads the team’s administrative processes.

              Lisa lives in Northern Kentucky and enjoys spending time with her family and friends.

                  • Chartered Retirement Planning Counselor℠
                  8044 Montgomery Road
                  Suite 100W
                  Cincinnati, OH 45236
                • Matthew Perry

                  Matthew Perry

                  Client Associate

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                  Matthew Perry has been in the financial service industry for 6 years. He started his career at Fidelity Investments before moving to Morgan Stanley and Raymond James. He joined UBS in 2021 before transitioning over to The Foster Kavanaugh Wealth Management Group in 2022. He has an in-depth background in delivering high-level customer service, making sure all clients are well taken care of.

                  Matthew attended the University of Kentucky and graduated with a Bachelor of Business Administration in Marketing and Management. He lives in Over-the-Rhine in downtown Cincinnati. Matthew is a proud Cincinnati Bengals and FC Cincinnati season ticket holder. He enjoys spending time with friends and family, watching his teams, and visiting local breweries.

                    • University of Kentucky, Bachelor of Business Administration (B.B.A.), Marketing and Management
                      8044 Montgomery Road
                      Cincinnati, OH 45236

                    Backed by the strength of UBS

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                    #1

                    Serving the next generation

                    Euromoney Private Banking and Wealth Management Survey, 2020-2022

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