Company History

JOHN E. FOSTER II

Founder & Chairman

John E. Foster II was born on Staten Island, NY, on April 2, 1944. After completion of high school, John attended Wagner College on Staten Island, NY, graduating with a B.S. in Biology. After graduation, John taught General Science for one year and then entered the U.S. Air Force. He earned his wings in February of 1968, serving four years as a pilot in Vietnam and at various stations in the United States and was awarded the Distinguished Flying Cross. After separation, he worked briefly as a Marketing Rep for Hallmark Cards until hired by Eastern Airlines as a pilot. During the fuel crisis furlough, John worked on his Masters in Accounting and Taxation at Fairleigh Dickinson University. Recalled to Eastern in 1978, John worked for Eastern until March of 1989 when the company went bankrupt. While building his financial practice, John worked at McDonnell Douglas, writing the crew procedures for the Mission Computer for the C-17 aircraft. He founded the company in December 1991 and is a Principal. John enjoys riding motorcycles, cooking and is active in his church, singing in choir and doing other charitable events.

TODD M. FOSTERAIF®

Chief Executive Officer

Todd M. Foster was born and raised in Emerson, N.J and has lived in the Valley since 1998. He graduated from the Janice H. Levin School of Business-Rutgers University, with a B.S. in Accounting. While in college, he was employed by Ernst & Young LLP in the National 401k/Pension Department. After graduation, Todd continued working for Ernst & Young LLP in their professional group as an auditor. During this time, he was assigned to the Kenneth Leventhal Real Estate Group, located in New York City. While at Leventhal, Todd obtained his CPA license and was involved with various real estate consulting and auditing services, as well as involvement with two initial public offerings. Todd joined Total Investment Management in January of 1998 to work alongside his father, John. Todd obtained his Accredited Investment Fiduciary (AIF®) designation in 2009 to better serve TIMGT’s main clientele: participants of 401k plans. Todd sits on the investment committee, enjoys communicating with clients and looking for growth and strategic opportunities for TIMGT. Todd has 2 children, Derek and Alex. He enjoys working out, golf, skiing, baseball, trading and the occasional cigar.

PHILIP E. LOWECFP® MBA

Certified Financial Planner & Investment Advisor

Philip Lowe works for Total Investment Management (TIMGT) as a Financial Advisor and Certified Financial PlannerTM, primarily serving aviation individuals, families and organizations. He also sits on the Investment Committee. He has 24 years’ experience in the financial services industry to include financial planning, investment planning, portfolio development, retirement planning, insurance and estate planning. Philip’s credentials include a Bachelor’s degree from The Citadel in Business Administration and Master’s Degree in Business Management from Central Michigan University. He also obtained a Certified Financial Planner (CFPTM) certification from the American College of Financial Services. Philip was an aviation professional. His first career was in the United States Air Force, where he earned Navigator Wings and Pilot Wings. While in the military, he completed his Master’s Degree in Business Management, Squadron Officers School, Air Command and Staff, and Air War College. He served in Vietnam and flew 183 combat missions. Philip was awarded the Distinguished Flying Cross. He retired as an F-16 Squadron Commander at Hill AFB. After his Air Force career, Philip was hired by Southwest Airlines. He completed 17 years with Southwest airlines, with 14 years as a Captain. Philip’s wife, Bobbe, is a retired SWA Flight Att

JIM HUGHESCFP® MBA

Financial Planner

Jim Hughes was born in New York City in 1940 and is a graduate of the US Naval Academy and an ex-Navy pilot. He saw two tours of duty as a carrier-based fighter pilot in Vietnam, earning a Distinguished Flying Cross. As a pilot with Eastern Airlines, he served on the Retirement and Insurance Committee. James enrolled in graduate school where he continued research on Modern Portfolio Theory and the use of the Markowitz Mean-Variance Model and its applications to increase portfolio return. He received his MBA with distinction, and is doing post-graduate research in diversification and the role of various assets such as commodities in the fine tuning of risk for large pension funds. Jim has lectured across the country on portfolio allocation and diversification for individuals and large groups and has given seminars for CFPTMs and accountants, as well as employees of former Eastern Airlines, United Airlines, Pan-American, UNOCAL, Eastman Kodak, Bell Labs and employees of various municipal groups. He holds the CFPTM designation, is a member of the Investment Committee and is a practicing Certified Financial Planner. Jim spends his free time hiking and doing volunteer work with the VA.

BRYAN LEECMT®

Chief Technical Analyst

Bryan Lee is native to the Valley but grew up in Northlake, IL. Bryan graduated from the W.P. Carey School of Business at Arizona State University with a B.S. in Marketing. He joined the Total Investment Team in 2005. Bryan was originally hired on as the Director of Asset Services; this position entailed communicating with current and prospective clients and handling the day-to-day operations of running the asset service (401k Management). He now manages the trading platforms and is responsible for the execution of our trades. Bryan is a member of the Market Technicians Association and holds the designation of Chartered Market Technician (CMT) and sits on the Investment Committee. He is allergic to cold weather and enjoys bow ties, baseball and golf carts.

JOHN W. GREERCFA®

Investment Strategist

John Greer is originally from Toronto, Canada. He moved to the United States to attend school and graduated from the W.P. Carey School of Business at Arizona State University with a B.S. in Finance. John joined the Total Investment team in 2007 and is a member of the Investment Committee. As a member of the Investment Committee, John leads the investment analysis, portfolio construction and asset allocation for clients. John brings a strong understanding of financial markets, financial analysis, and portfolio management to clients. John is a CFA® Charterholder (Chartered Financial Analyst). He is a member of the CFA Institute and CFA Phoenix Society. John is a competitive person at heart, stemming from his childhood upbringing with a twin. He is an avid golfer and has set out a lifetime goal to become a scratch golfer. John grew up in French Immersions schools as a form of bilingual education with French as his primary language. It sparked a passion to travel. He has been to over 40+ countries and counting. He enjoys learning about different cultures around the world and experiencing new cities with his wife.

PATRICK S. BROCK

Investment Advisor

Patrick Brock was born and raised in El Paso, Texas and studied at the University of Texas at El Paso. Patrick grew up in a household of financial advisers. Their ideals were ingrained in him at a very early age. He learned that protecting tomorrow begins today. He has continued his family tradition to become an investment advisor. For Patrick, helping people is rewarding work whether it is in the air or helping to attain their financial goals. In 1988, Pat was given an opportunity to work for a fast-growing carrier, Southwest Airlines. For the past 33 years, Patrick has been serving customers and providing safety. Through the years, Patrick has immersed himself in important financial topics such as retirement planning, portfolio management and the fiduciary responsibilities that go along with being an investment advisor. Patrick is a member of the investment committee helping TIMGT pursue our mission of protecting and looking out for our client’s best interest. Patrick lives in Gilbert, AZ. with his wife of 19 years, Carol. Other interests include hiking, biking, traveling, and is always up for a good golf match.

DENISE MARTINEZ

Director of Operations

Denise Martinez was born and raised in Brooklyn, New York and has lived in the Valley of the Sun since 1997. Denise has been involved in the securities industry since 1988 and has worked in several different capacities over the last 30 years with major companies such as Morgan Stanley, Smith Barney, UBS Financial and Charles Schwab. Denise joined our team in 2006 as Director of Operations. She is fluent in Spanish and sees to it that all necessary operations requirements are fulfilled internally, while keeping customer service at the highest priority. She truly is a problem solver and team player. In her free time, Denise enjoys painting, traveling, cooking, dancing and volunteers at her community charity events.

ELIZABETH HUSSEY

Office Manager

Elizabeth Hussey was born in Lombard, Illinois and has lived here in the Valley since 1976. After working for environmental consultants, she became a full-time mother who raised an amazing young man who is currently attending Embry-Riddle Aeronautical University. Elizabeth joined our team in 2016 as the Office Manager. She specializes in office management, customer service and event planning. In her free time, Elizabeth enjoys cooking, entertaining, dabbles in painting, and enjoys the fine arts.

NICK PARISICFP®

Certified Financial Planner

Nick Parisi is originally from Bayshore, NY but considers himself an Arizona native after living in Arizona for the last 23 years. He graduated from Arizona State University with a B.S. in Global Business, with a finance concentration. Nick has worked in a variety of different roles in the financial services industry over the last 10 years at companies such as Vanguard, Financial Engines and LearnVest. Nick joined the Total Investment team in 2019 as a Certified Financial Planner (CFP). He enjoys helping clients navigate the transition towards a successful retirement by developing comprehensive and realistic “financial flight plans." Outside of work, he enjoys working out, playing recreational ice hockey and cheering on his daughter Riley at her swim meets.

JAMES WHITE

Customer Service Manager

James White is originally from Valencia, CA and moved to Arizona in 2017 seeking new career and life opportunities which he has found after starting with Total Investment Management. James has a strong 15-year background in customer service and management through various companies he has worked for in the past. James is an invaluable asset to our team and prides himself in addressing our client’s needs, and concerns, opening and servicing accounts all while ensuring they have a white glove customer experience. He lives by the philosophy that “everyone is a valued customer.” He has two adult boys and now a proud grandfather of four. James enjoys playing bass guitar, basketball, weightlifting and a good glass of cognac. From James: Hello ladies and gentlemen! On behalf of Total Investment Management, it is my pleasure to welcome you aboard flight 401K. Buckle up, sit back, relax, and let us take you on a journey to a successful retirement. We’re ready for departure and cleared for takeoff!