Elyse Foster has learned that clients need a confident hand guiding them in times of trouble.
This article first appeared in the June/July 2011 issue of Morningstar Advisor magazine. Get your free subscription here.
Elyse Foster, CFP, principal, Harbor Financial Group
How she caught our eye: Creates three-tiered portfolios for clients, including a strategic area that emphasizes long-term holdings such as real estate and natural gas.
Career path: Graduated from the University of Colorado in 1977 with a degree in political science and comprehensive studies in economics. Early career included corporate accounting and investment banking. Founded Harbor Financial Group in 1988.
Personal: Married with two children.
Favorite funds: Fairholme
Elyse Foster believes that one of an advisor's most important roles is that of leader. That's a key lesson she learned from the 2008 market downturn, and one that she conveys to her staff at Harbor Financial Group in Boulder, Colo.
It's a starting point for Foster as she seeks to guide clients toward financial security. "A very big goal I have is giving my clients freedom from worry," she says.