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 Advisory Alpha’s investment solutions and platform. 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, 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®
With a diverse background in corporate finance and investment management as well as the CFA® designation, Jon manages the daily investment research and portfolio management responsibilities for the Investment Team. This 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, 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 positioned to craft comprehensive solutions to financial challenges that span all stages of the financial planning process.
Connor assists the case design team in financial planning and investment analysis using his financial background and passion for the industry. He earned his Finance B.B.A. from Grand Valley State University.
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.
Janine manages our accounting systems, staffing, and office operations. She is also a key member of our compliance team and supports various departments across our firm including trading, client planning, performance reporting, and account billing.
Katie leads our compliance team through her broad knowledge of both corporate and branch-level industry compliance. Her consultative approach contributes to a culture of strong regulatory adherence while helping to ensure effective communication.
Mike has a diverse 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.
Ellie Von Borstel
Ellie leads the creative direction for the firm and manages the design of the firm’s entire marketing infrastructure. Her diverse background in graphic design and illustration help to ensure quality, eye-catching designs for our advisor partners.
Kristen's positive attitude and thoroughness contribute to her strong ability in managing the daily communication with prospective advisors. She is also responsible for a variety of administrative functions for the team.
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.
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.