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® professional, AIF® and Steve Osterink, Sr.
Steve Osterink, Jr., CFA®, CFP® professional, AIF®
Steve Jr. is the driving force behind the innovation and development of our investment solutions and platform. He leads the Investment Team and brings nearly two decades of experience to the firm, as well as a strong commitment to personal finance and asset management, as evidenced by his CFP® certification, AIF® designation and CFA® designation.
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®, CFP® professional
Jon has a diverse background in corporate finance and investment management. He handles the daily investment research and portfolio management responsibilities for the Investment Team, which involves asset allocation research, fund monitoring, due diligence, investment strategy evaluation and implementation, and performance monitoring.
Nick Heinrich, CFP® professional
Nick is a CFP® professional and also a 2021 CFA® Level III Candidate. He leads a team of financial planning consultants who implement various portfolio analysis and planning resources designed to improve clients’ financial situations. Nick is a key member of the Investment Team and well positioned to craft comprehensive solutions to financial challenges that span all stages of the financial planning process.
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.
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.
Mike has a strong background in computer science and statistics which aids in his role as a key member of our operations team. He leads our technology initiatives as well as supports the trade management and portfolio accounting functions.
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.
Daniel is a member of the advisor care team, providing financial planning and investment analysis support to our advisor partners. He is currently pursuing a master’s degree in financial planning as well as the CFP certification which demonstrates his dedication to professional development and commitment to delivering quality planning solutions.
Jensen serves as a dedicated consultant to our advisor partners as a part of the advisor care team, assisting with financial planning and investment analysis. His prior industry experience as an independent financial advisor and pursuit of the CFP certification contribute to his consultative approach to providing creative planning solutions.
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.