Our Team
KEVIN P. FOLEY, Financial Advisor, ChFC®, CLU®
Founding Partner
One of the original founders with his father, Mark Foley of Foley & Foley, now Foley & Fields, Kevin has attained a level of trust and confidence with his clients. Since 1981, he has specialized in helping clients accumulate, manage and preserve wealth for both retirement and future generations. He is a Chartered Financial Consultant and Chartered Life Underwriter, and holds his Series 7, 24, 63, 65 securities licenses, as well as State of Ohio Life, Health and Variable annuity licenses.
Kevin is a graduate of Worthington High School and Kent State University, which he attended on an academic and wrestling scholarship. He graduated from Kent State in 1979 with a degree in Finance. Kevin and his wife Leslie have four children and nine grandchildren, and he is an active member in his church, serving as an Elder and on the Finance Board.
LUKE A. FIELDS, CFP®
Partner
With a career built on focus, Luke knows that a thorough understanding of the details is key when constructing strategies for his clients. A firm believer in superior customer service and wealth management solutions for clients and businesses alike, Luke is a CERTIFIED FINANCIAL PLANNER™ professional, and holds Series 7 and 66 securities licenses, as well as State of Ohio Life, Health and Variable annuity licenses.
Luke attended Worthington Christian High School where he was the 800m State Champion in track. He went on to compete in soccer and track for The Ohio State University, and in 2001 he graduated with honors from The Ohio State University, Fisher College of Business. Prior to joining Foley & Fields Wealth Strategies, Luke launched his professional career as a successful Executive Sales Representative with Eli Lilly Pharmaceuticals. Luke and his wife (and high school sweetheart) Beth have three children, and are both in leadership for their church, with Luke serving as an Elder and on the Finance Board.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP™ , CERTIFIED FINANCIAL PLANNER™ , in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
JOHN FOLEY
Partner
Investment Consultant, RJFS
As Chair of the Investment Committee, John specializes in consulting with clients to determine which investments will help them to accomplish their unique financial goals.
Prior to joining Foley & Fields Wealth Strategies, John worked with a number of advisors in Columbus and the Chicagoland area. He graduated with highest honors from Moody Bible Institute, and holds graduate degrees from both The Ohio State University and Loyola University Chicago, where he studied the effects of wealth on local communities.
When John is not helping clients make thoughtful and meaningful investments in their lives, he can be found biking the Olentangy Trail, volunteering for Junior Achievement, or enjoying a good book and a glass of well-aged Islay Single-malt Scotch at the Worthington home he shares with his wife Julie and daughters Lucy, Ruby and Cosette.
LISA STONEBURNER
Client Account Manager
Lisa is the front line for customer service at Foley & Fields. A keen eye to every detail, she supports the group’s Financial Advisors with the New Client On-boarding process - preparation of forms, and handling client transactions and requests. If you have a question with the New Client process, Lisa will ensure that your experience is positive, professional, courteous and timely handled.
Prior to joining us, Lisa had over 25 years in corporate banking and held various positions within the corporate trust and credit card divisions at several major banking institutions. She holds a degree in Business from Bowling Green State University.
When not in the office, Lisa is a sports enthusiast with strong allegiances to the Buckeyes and the UNC Tarheels. She enjoys reading, traveling and spending time with her family and friends. Lisa resides in Blacklick and has one son, Zach.
MARYELLEN MCLAUGHLIN
Client Services Manager
Primarily responsible for managing all aspects of in-force client accounts, Maryellen brings a fresh outlook and a commitment to superior customer relations to work every day - true assets for someone who manages the day-to-day activities and request from clients and financial advisors.
Prior to joining Foley & Fields Wealth Strategies, Maryellen received her B.A. in Journalism from The Ohio State University, and worked in the insurance, real estate, and non-profit industries.
Maryellen resides in Worthington with her husband Jon and they have three grown children. She enjoys an active, outdoor lifestyle that includes running, biking, and tending to her gardens. She's also an avid reader and enjoys entertaining her friends and large, extended family.
Trace Kelly
Assistant/Financial Advisor
As the youngest guy in the office, Trace is currently in a Hybrid role. On one side he is in charge of running reports, scheduling and assisting. On the other hand, he is growing his own financial advisory practice and learning from the other advisors in the office. Trace currently holds his Series 7 and 66 licenses, along with a Ohio Life Insurance License.
Trace attended Pickerington Central High School and went on to graduate from the University of Cincinnati, Lindner College of Business in 2019 with a Finance degree. During college he played on the school’s ice hockey team, was a member of Alpha Kappa Psi Business Fraternity and gained valuable experience as an intern with Merrill-Lynch. During his free time Trace enjoys watersports, scuba diving, playing hockey, golfing and staying active
Trace.kelly@raymondjames.com
OUR INDEPENDENT ADVISORS AFFLILATION WITH RAYMOND JAMES
Raymond James Financial (NYSE-RJF) is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors serving approximately $1.26 trillion it total client assets in more than 2,700 locations throughout the United States, Canada and overseas. In addition, total client assets are approximately $500 billion as of 03/31/22.
The data provided above is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
OUR PROMISE
When you choose the Foley & Fields team as your wealth management partner, we promise to provide you with:
• Courteous service
• Clear communications
• Trustworthy advisors
• Strict confidentiality
• Suitable recommendations
• Full disclosure of costs and risks
• Timely transactions at the best available prices
• Prompt error and complaint resolution
• Comprehensive statements and trade confirmations
Click here to read the Raymond James Client Bill of Rights • Click here to read the Raymond James Privacy Notice
Our History
1981
Our Doors Open
Foley & Foley was established when insurance specialist Mark Foley and his investment-savvy son, Kevin, CLU, ChFC, joined forces to create a financial services firm—a relatively new concept at the time. There were no computers, and IRAs were just beginning to be sold at the investor level.
The firm was established as a subsidiary of Steinhaus Financial Group in Columbus, Ohio—an affiliate of Lincoln Financial Advisors and one of the largest financial planning firms in the state at the time
1985
The Beginnings of Success
In 1985, Mark and Kevin hired their first employee to support them in their growth, and a number of accolades and accomplishments followed including:
1988 Kevin being named one of the National Top 10 Investment Producers* for Lincoln Financial Advisors (*based on gross investment sales production for prior 12 months)
1988 Kevin awarded with Chartered Life Underwriter (CLU) designation
1989 Kevin becoming involved with Deacon leadership at what is now Grace Polaris Church
1990
A Shift in Focus
The firm changed its focus to wealth accumulation utilizing investment products rather than insurance-based products. They hired Gayle McKearin, who helped focus the firm on even higher customer service standards.
1991 The Team Changes; The Name Remains ; Health concerns cause Mark Foley to retire, leaving the firm in the hands of Kevin, who kept the name Foley & Foley.
1995
Committed to Community
In the second half of the decade, Kevin Foley begins to put his beliefs into even greater practice. In 1995, he and a team of families left Polaris Grace Church to build and grow Grace Church in Powell, Kevin was named an Overseer of Financials and was selected to serve as an Elder, a position he continues to hold. Kevin also began serving as the Head Wrestling Coach at Worthington Christian Schools. In addition he was named to the Top 1% of advisors for total production at Lincoln Financial Advisors.
1999
A Leap of Faith
Foley & Foley decides to become an independent firm, leaving Steinhaus and the Lincoln Group, and joining the advisors affiliate with Raymond James. Financial Advisors Resources (FAR) was established as a joint venture in order to become more efficient and effective at serving and advising clients.
2000 More Growth; The new century saw even more growth as Foley& Foley services clients in more than 25 states.
2002 Kevin is awarded his Chartered Financial Consultant (ChFC) designation.
2005 Kevin is awarded with Leaders' Council at Raymond James.*
*Award is based on prior fiscal year production, re-qualification is required annually
2007
A New Generation
Luke Fields, CFP® and 3rd-generation family member joins Foley & Foley as a client advisor and Vice President. The firm surpasses more than $100M under management, and changes its name for Foley & Foley Wealth Strategies to emphasize the advisors concentration on financial planning and wealth management.
2008 Firm introduces Fee-based Investment Platforms in a shift away from commissionable transactions
2009 Luke begins serving on Finance Leadership team for Encounter Church, and is later selected to serve as an Elder.
2010
Even More Focus on Families
The firm institutes a Family Service Policy in order to better serve clients' children, grandchildren and other relatives.
2011 30-year Anniversary; A huge party celebrates 30 years as a family financial services firm. The same year, Luke earns his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.
2012
We Go Digital
Our Financial Plans go online, becoming living, breathing plans available to clients 24/7 and adapting to their ever-changing lives.
2013 An Eye on the Future; John Foley is hired to support the growth of the firm, and help enhance investment research and strategies.
2014
Charitable Planning Focus Enhanced
We utilize Donor Advised Funds (DAFs) to help clients plan and meet their philanthropic goal