From investment research, financial planning, and operations to graphic design, compliance, and technology, we are a diverse team of professionals here to serve you.

Meet the Team

Steve Osterink Jr. Chief Investment Officer

Steve Osterink, Jr. CFA, CFP®, AIF®

Chief Executive Officer

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.

Steve Sr. Osterink

Steve Osterink, Sr.

CEO Mentor

With over 40 years of experience in the financial services industry working with investors, Steve Sr. co-leads the Investment Team. He has a unique ability to identify practical solutions to complex problems, and his wisdom is a valuable resource for the firm.

  • Dennis Anderson

    Dennis Anderson

    Finance Specialist

  • Jared Aulick, CFP®

    Jared Aulick, CFP®

    Advisor Consultant

  • Mike Baker

    Mike Baker

    Technology Director

  • Cam Bass

    Cam Bass

    Development Specialist

  • Elijah Beckwith

    Elijah Beckwith

    Corporate Development Director

  • Josh Bergsma, CRPC®

    Josh Bergsma, CRPC®

    Wealth Advisor

  • Ray Brown

    Ray Brown

    Senior Front End Developer

  • Justin Chase

    Justin Chase CSCP-IA®

    Senior Compliance Specialist

  • Nicole Crandell

    Nicole Crandell

    Portfolio Data Manager

  • Tyler Davenport

    Tyler Davenport

    Portfolio Data Specialist

  • Nik DeGraaf

    Nik DeGraaf

    Design Director

  • Mike DeWitt, CFP®

    Mike DeWitt, CFP®

    Advisor Consultant

  • Brenden Dewys

    Brenden Dewys

    Operations Associate

  • Dewey Engelsma

    Dewey Engelsma

    Advisor Associate

  • Josh Froysland

    Josh Froysland

    Operations Associate

  • Nick Heinrich, CFA, CFP®

    Nick Heinrich, CFA, CFP®

    Financial Planning Director

  • Man in glasses, wearing a suit and tie, smiling against a light background.

    Brandon Kaylor

    Senior Designer

  • Brian Kragt

    Brian Kragt

    Operations Director

  • Jon Lohr, CFA, CFP®

    Jon Lohr, CFA, CFP®

    Research Director

  • Smiling woman with long dark hair, wearing a light-colored blazer and black top against a gray background.

    Janine Osterink

    Chief Compliance Officer

  • Sarandy Ouch

    Sarandy Ouch

    Compliance Associate

  • Shelley Plaggemars

    Shelley Plaggemars

    Human Resources Associate

  • Daniel Ribbink, CFP®, CRPC®

    Daniel Ribbink, CFP®, CRPC®

    Advisor Consultant

  • Smiling woman with long curly hair wearing a black jacket and a necklace.

    Jennifer Tagg

    Human Resources Associate

  • Kylie Tanner

    Kylie Tanner

    Operations Assistant

  • Desiree Tran

    Desiree Tran

    Advisor Associate

  • Lindsay VanDenBerg

    Lindsay VanDenBerg

    Finance Specialist

  • Cory Williams

    Cory Williams

    Portfolio Data Associate

  • Lawrence Wrenn

    Lawrence Wrenn

    IT Specialist

Connect With Our Team

If you are interested in learning more about our team and how we can potentially add value to you, please call us at 866-530-1400.