About us

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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.   CFP®, CFA®, AIF®    Steve Jr. is the driving force behind the development and innovation of our investment solutions. He brings more than a decade of experience to our team as well as extensive knowledge of personal finance and asset management, as evidenced by his CFA®, CFP®,  and AIF® designations.

 

Steve Osterink Jr. CFP®, CFA®, AIF®

Steve Jr. is the driving force behind the development and innovation of our investment solutions. He brings more than a decade of experience to our team as well as extensive knowledge of personal finance and asset management, as evidenced by his CFA®, CFP®,  and AIF® designations.

     Brian Kragt    Brian manages the firm's trading operations, portfolio accounting, and performance reporting procedures using his strong attention to detail and dedication to responsiveness and efficiency. 

 

Brian Kragt

Brian manages the firm's trading operations, portfolio accounting, and performance reporting procedures using his strong attention to detail and dedication to responsiveness and efficiency. 

      katie koeman     Katie's broad knowledge of both corporate and branch-level industry compliance, as well as her dedication to collaborative and personalized communication, contributes to a holistic approach to regulatory adherence which reduces firm and advisor liability while strengthening personal and professional relationships.  

 

katie koeman

Katie's broad knowledge of both corporate and branch-level industry compliance, as well as her dedication to collaborative and personalized communication, contributes to a holistic approach to regulatory adherence which reduces firm and advisor liability while strengthening personal and professional relationships.  

        ELLIE STERENBERG    Ellie manages the design of the entire marketing infrastructure and her diverse background in graphic design and illustration help to ensure quality, eye-catching designs for our advisor partners.

 

 

ELLIE STERENBERG

Ellie manages the design of the entire marketing infrastructure and her diverse background in graphic design and illustration help to ensure quality, eye-catching designs for our advisor partners.

     Steve Osterink Sr.    Steve Sr. began  his career in the financial services industry nearly 40 years ago. He has vast experience in working directly with clients and has built a thriving financial advisory practice of his own. Steve co-leads the Investment Team and is also instrumental in supporting financial advisors based on his extensive experience.

 

Steve Osterink Sr.

Steve Sr. began  his career in the financial services industry nearly 40 years ago. He has vast experience in working directly with clients and has built a thriving financial advisory practice of his own. Steve co-leads the Investment Team and is also instrumental in supporting financial advisors based on his extensive experience.

        Nick Heinrich    CFP®    Nick successfully completed the Certified Financial Planner (CFP®) program and has an unwavering focus on improving each investor's financial situation by leading the financial planning and investment analysis processes.

 

 

Nick Heinrich

CFP®

Nick successfully completed the Certified Financial Planner (CFP®) program and has an unwavering focus on improving each investor's financial situation by leading the financial planning and investment analysis processes.

     Kristen Torrey    Kristen's positive attitude and thoroughness contribute to her strong ability in managing the daily communication with prospective advisors as well as various administrative responsibilities. 

 

Kristen Torrey

Kristen's positive attitude and thoroughness contribute to her strong ability in managing the daily communication with prospective advisors as well as various administrative responsibilities. 

  Jon Lohr CFA®  Jon manages the daily investment research and portfolio management responsibilities and his passion for the industry is shown by his successful completion of all three Chartered Financial Analyst (CFA) exams.

Jon Lohr CFA®Jon manages the daily investment research and portfolio management responsibilities and his passion for the industry is shown by his successful completion of all three Chartered Financial Analyst (CFA) exams.

        Janine Osterink    Janine has a diverse professional background and uses this to manage a variety of functions from the case design process to account trading and compliance management. 

 

 

Janine Osterink

Janine has a diverse professional background and uses this to manage a variety of functions from the case design process to account trading and compliance management. 

     connor gaffney      Connor assists the case design team in financial planning and investment analysis using his financial background and passion for the industry. He graduated from Grand Valley State University with a Finance B.B.A.

 

connor gaffney

Connor assists the case design team in financial planning and investment analysis using his financial background and passion for the industry. He graduated from Grand Valley State University with a Finance B.B.A.

 

Affiliations


 
 
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The global association of investment professionals that sets the standard for professional excellence in financial analysis.

 

 


The West Michigan member society of the CFA Institute®, which connects members to a global network of investment professionals.

 


A non-profit organization fostering professional standards in personal financial planning through it's setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification. 

 

 

 

The largest membership organization for personal financial planning experts in the United States.

 

 

Promotes a culture of investment fiduciary responsibility through education, technology, knowledge, support, and leadership to improve fiduciary decision making.