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