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Cincinnati - authorized #2

Foster Kavanaugh Wealth Management Group

575 Million

Assets under management

As of 01/01/2023

25+

Years in business as a team

250+ PG

Client relationships


About our Team:

The 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 in public accounting where she prepared taxes and earned her CPA. Chelsea Kavanaugh, Casey’s daughter, joined UBS in 2022 after working at Fidelity Investments in their workplace plans division.

We primarily assist Procter & Gamble retirees and soon to be retirees. We also work with friends and families of our clients, even if they are not P&G. 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 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 Awards and Stock Options".

Our team 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, their friends, and their families.

The 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 35+ years primarily working with Procter & Gamble retirees. He spent 26 years at Merrill Lynch, where he founded the Foster Kavanaugh Wealth Management Group with Casey Kavanaugh. Tim and Casey moved the team to UBS in 2016 for their world class research, resources, and solutions. 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. Tim discovers needs, finds opportunities, and provides tailored, experience-backed advice. He helps with client reviews, portfolio strategies, and cash flow management. Tim is very personable and dedicated to our clients. 

    Tim graduated Summa Cum Laude from the University of Florida with a B.S. in Business Administration, Finance major. He earned his CERTIFIED FINANCIAL PLANNERTM certificate 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, 2020, 2023The 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, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior 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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    • GA
    • IA
    • IL
    • IN
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    • LA
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    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • NY
    • OH
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    • WV

    Casey Kavanaugh has been in the financial services industry since 1985. Specifically in wealth management, he has 25+ years of knowledge and experience. 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, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior 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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      • IA
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      • MI
      • MN
      • MO
      • MS
      • NC
      • NY
      • OH
      • OK
      • PA
      • TN
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      • WI
      • WV

      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 closely 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 plans, 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 traveling.

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

      • 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 became a member of the Foster Kavanaugh Wealth Management Group in 2022. Chelsea started working in the finance industry at Fidelity Investments in 2019, where she specialized in workplace plans. There, she obtained the Series 7 and 66 licenses and discovered her interest in creating financial plans and helping people on their journey towards a successful financial future. Chelsea assists the team with preparing financial plans, helping with portfolio reviews, and creating investment strategy plans.

        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®

            Team Administrator

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            • LA
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            • ME
            • MI
            • MN
            • MO
            • MS
            • NC
            • OH
            • PA
            • TN
            • TX

            Lisa McIntyre has been with the Foster Kavanaugh Wealth Management Group for 20+ years. She worked with Tim and Casey at Merrill Lynch and transitioned to UBS with the team 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. She is equipped with a Chartered Retirement Planning Counselor (CRPC) designation as well as the Series 7 and 66 licenses

            Lisa lives in Northern Kentucky and enjoys going to concerts, traveling, and 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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                Matt joined Foster Kavanaugh Wealth Management Group from within UBS in 2022. He has more than seven years of industry experience that he’s acquired through UBS, Fidelity Investments, Morgan Stanley, and Raymond James. He assists the team with its administrative processes, such as opening accounts, processing distributions, and implementing advisory solutions. Matthew holds the Series 7 and 66 securities licenses.

                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
                  • Breanna

                    Breanna Wilhelm

                    Client Associate

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                      Breanna joined Foster Kavanaugh Wealth Management Group in December 2023. She is currently studying to take her Series 7 & Series 66 exams.

                      Breanna attended Roanoke College in Salem, Virginia where she graduated with a Bachelor of Science degree in Sport Management. Prior to UBS, Breanna worked in client relations for the Columbus Blue Jackets hockey team. She lives in Florence, Kentucky with her Border Collie, LoDo. In her spare time, Breanna enjoys attending hockey and football games, as well as watching Formula 1 to cheer on the Red Bull Racing team. She also enjoys traveling.

                        • Roanoke College, Bachelor of Science, Sport Management
                          8044 Montgomery Road
                          The Towers At Kenwood
                          Cincinnati, OH 45236

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