We appreciate your time and understand that selecting a financial advisor is an important decision. Our philosophy is not to simply provide financial services, but to also provide partnership and council. We truly enjoy helping people make smart financial decisions. Our team delivers exceptional service and care for each client relationship, so we always want to make sure our approach is a fit for your situation. We have helped improve the financial situations for many clients and are completely focused on this responsibility. We look forward to learning more about you, your priorities, and goals. You can rest assured that we will be there every step of the way along your financial journey.
STEVE OSTERINK, JR. CFA®, CFP®, AIF®
Steve leads the investment management process and brings more than a decade of experience to our team as well as extensive knowledge of personal finance and asset management.
STEVE OSTERINK, SR.
Steve Sr. got his start in the finance services industry nearly 35 years ago and has an uncanny ability to focus in on practical solutions to complex problem; his wisdom is a valuable resource for every step of the financial planning process.
Brian manages the firm’s trading operations, portfolio accounting, and performance reporting procedures using his strong attention to detail and unwavering focus on service.
Janine is involved with a variety of functions from the financial planning and investment analysis processes to account trading and compliance management.
With a background in marketing and communications, Josh helps to ensure coordination among all members of the team with the goal of delivering quality financial services to each investor.
Nick is a Certified Financial Planner (CFP®) and plays an integral role in the financial planning and investment analysis process. Nick strives to improve each investor’s financial situation by supporting the financial planning and investment analysis processes.
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