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.
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.
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. serves as the head of the Investment Team and helps guide the investment management, operations, financial planning and marketing departments. As evidenced by his CFA®, CFP®, and AIF® designations, he is passionate about educating investors, effectively communicating and simplifying complex financial matters, and addressing common financial misconceptions.
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.
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 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.
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.
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.
Katie leads our compliance team through her broad knowledge of both corporate and branch-level industry compliance as well as her dedication to collaborative and personalized communication. Her consultative and holistic approach contributes to a culture of strong regulatory adherence while helping to ensure proper and effective communication.