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Ross Polking

CFP®
Foster Group
Omaha, NE
Relationships matter.

Meet Ross

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Introduction - Ross Polking
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The Foster Group Difference - Ross Polking
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Interested in Learning More? - Ross Polking
Video Transcripts

Professional

Ross Polking is a Lead Advisor in Foster Group’s Omaha office. Ross also is positioned in various advisory roles and responsibilities within the firm and with our clients, serving high-net-worth individuals in the design and implementation of strategic financial solutions. He is passionate about partnering with clients in creating a clear path toward the realization of their goals and in line with their values. Ross also helps facilitate and…

Professional

Ross Polking is a Lead Advisor in Foster Group’s Omaha office. Ross also is positioned in various advisory roles and responsibilities within the firm and with our clients, serving high-net-worth individuals in the design and implementation of strategic financial solutions. He is passionate about partnering with clients in creating a clear path toward the realization of their goals and in line with their values. Ross also helps facilitate and direct the firm’s 401(k) retirement business. His role of advising and working closely with plan trustees and participants allows Foster Group’s corporate clients to deliver valued benefits to their employees. His constant pursuit of efficiency allows Foster Group to better service our clients and expand our practice.

Ross completed his MBA in 2003, earned the Certified Financial Planner designation in 2009 and Accredited Investment Fiduciary in 2012, which assures that he, like all Foster Group wealth advisers, is sworn to act solely in the best interests of our clients. He serves on various boards throughout the Omaha community, volunteers as a youth sports coach, was recognized as part of the Midlands Business Journal 2012 40 under 40 class, and is a member of the 37th Omaha Leadership class.

Personal

Family and faith are my passions. My beautiful wife, Kristin, and our four children, Caleb, Jenna, Kaitlyn, and Brynlee, make each day a God-given joy. Coaching youth sports, involvement in church and community, running, and athletics in general provide a snapshot of my other away-from-the-office interests. From a reading perspective, I spend the majority of my time in the Bible. This serves as the core of my life, beliefs, and values. I enjoy history, as well, and have great admiration and respect for our military servicemen and women. Cornelius Ryan’s The Longest Day, the history of D-Day, details our soldiers’ sacrifices to protect the freedoms we enjoy. It’s the definition of true courage.

Someone once wrote, “The person who says it cannot be done should not interrupt the person doing it.” As Paul writes in Scripture, “In everything you do, work at it with all your heart . . . .” We have a calling during our short time on earth to fulfill God’s purpose in our lives and my prayer is that I and my family endlessly pursue His plan. As Yoda says, “Do or do not, there is no try.” My team at home and at Foster Group choose to “do”.


Services offered

Investment management
Financial planning
Investment consulting
Asset allocation
Retirement planning
Tax planning
College planning
Estate planning

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families
Other professions

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

FPA - Financial Planning Association

Education

MBA
Bachelors
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