The Investment Team’s roots can be traced back nearly forty years. In 2011, this team was established as Advisory Alpha, a Securities and Exchange Commission (SEC) Registered Investment Advisory firm. Advisory Alpha partners with select financial advisory firms and manages thousands of investment accounts for clients across the country. The Investment Team is led by Steve Osterink Jr. CFA®, CFP®, AIF® and Steve Osterink, Sr.
Steve Osterink, Jr. CFA® CFP® AIF®
Steve Jr. is the driving force behind the development and innovation of our investment solutions and platform. He leads the investment team and brings more than a decade of experience to the firm as well as extensive knowledge of personal finance and asset management, as evidenced by his CFA®, CFP®, and AIF® designations.
Steve Osterink, Sr.
With nearly 40 years of experience in the financial services industry and working with investors, Steve Sr. co-leads the investment team. He has an uncanny ability to focus in on practical solutions to complex problems, and his wisdom is a valuable resource for the firm.
Jon Lohr, CFA®
Jon has a diverse background in corporate finance and investment management. He manages the daily investment research and portfolio management responsibilities for the investment team which involves asset allocation research, fund monitoring and due diligence, investment strategy evaluation and implementation, and performance monitoring.
Dedicated to detail, responsiveness and efficiency, Brian is responsible for the firm’s trade management and portfolio accounting systems. This includes everything from implementing portfolio investment decisions, account rebalancing, cash management functions, trade execution, account billing, and performance reporting.
Nick Heinrich, CFP®
Holding the CFP® designation and as a CFA® Candidate, Nick leads a team of financial planning consultants that implement various portfolio analysis and planning resources with the goal of improving clients’ financial situations. Nick is a key member of the investment team and is positioned to craft comprehensive solutions to financial challenges that span all stages of the financial planning process.
Janine manages our accounting and financial systems, human resources functions, and office operations. She is also a key member of our compliance team and supports various departments across our firm including trading, financial planning, performance reporting, and account billing.
Brandon leads the creative direction for the firm and manages the design of the firm’s entire marketing infrastructure. His diverse background in print and digital graphic design helps to ensure quality, eye-catching designs for our advisor partners.
Katie leads our compliance team through her broad knowledge of both corporate and branch-level industry compliance. She is a CFP® Candidate and her consultative approach contributes to a culture of strong regulatory adherence while helping to ensure effective communication.
Mike has a background in computer science and statistics which aids in his role as Technology Director and as a key member of the operations team. He leads our technology initiatives and data management processes as well as supports the portfolio accounting and trading functions.
Connor supports the case design team in financial planning and investment analysis using his financial background and passion for the industry. As a CFP® Candidate, he is a valuable planning consultant and also serves as a member of the investment team.
Nicole is a key member of the operations team by supporting the firm’s data management, reporting, billing and trading functions. Her background in corporate accounting and process-driven approach is invaluable to the firm’s boarder portfolio accounting needs.
With a strong background in financial management and accounting, Janna assists in the firm’s business management. Her attention to detail and business management experience is critical to assist the leadership team.
Sarah supports our compliance and marketing teams as well as leads the firm’s communication initiatives. She brings a depth of experience through her strong communication skills and background in marketing consulting and strategy development.
Angela brings more than 15 years of experience in the financial services industry to our case design team. She uses her background in client service to support the investment analysis and financial planning processes in an effort to help clients reach their unique goals.
We are committed to industry best practices through continued education and professional development. Our diverse team diligently seeks to understand new methods of helping you as the financial services landscape evolves. Members of our team are affiliated with some of the industry’s most prestigious organizations and hold some of the industry’s most regarded designations.
CFA Institute is a global association of investment professionals that sets the standard for professional excellence in financial analysis and leads the investment profession’s thinking in areas of ethics, capital market integrity, and excellence of practice.
The CFP Board is dedicated to fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification.
The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession.
FI360 offers the AIF designation program to financial professionals and promotes a culture of investment fiduciary responsibility through education, technology, support, and leadership.