One of our greatest strengths is the comprehensive team that we have assembled to serve and support each client. We specialize in working with clients that desire a single point of contact for all of their financial matters. This approach is effective because we maintain a deep understanding and awareness of your entire financial picture to provide clarity and simplification in your financial life. 

 

PRINCIPAL ADVISOR

 
 
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KATHY ECKERSON

Ms. Eckerson has been in the financial industry for more than 30 years. Before founding her own business more than 15 years ago, she previously worked as a financial advisor in a major brokerage house and ran the investment offices of a major bank. Ms. Eckerson holds an MBA and MS (Finance, International Business) and is a graduate of the Morgan Stanley Dean Witter Graduate Estate Planning course. Ms. Eckerson has also taught both graduate and undergraduate business courses at California State University, Fresno.

 

INVESTMENT TEAM

Members of the Investment Team are licensed through and employed by Advisory Alpha, LLC, a SEC Registered Investment Advisor.

 
 

Steve Osterink, Jr., CFA, CFP®, 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.

 
 
 

Janine Osterink

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.

 
 

Nick Heinrich, CFA, CFP®

Nick leads a team of financial planning consultants who utilize various portfolio analysis and planning resources that strive to improve the financial outcomes of our valued clients. He holds the CFP® certification and CFA® designation and is well positioned to craft comprehensive solutions to financial challenges that span all stages of the financial planning process.

 
 

JON LOHR, CFA, CFP®

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.

 
 

Nicole Janisse

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.