Investment Team
The team members listed on this page are licensed with Advisory Alpha, LLC, a SEC Registered Investment Advisor.
S T E V E O S T E R I N K , J R . CFA ® , C F P ® , A I F ®
Steve Jr. is the driving force behind the development and innovation of Advisory Alpha’s investment solutions and platform. He leads the investment team and brings more than a decade of experience to the firm as well as extensive knowledge of personal finance andasset management, as evidenced by his CFA®, CFP®, and AIF® designations.
JON LOHR CFA ®, C F P ®
Jon has a diverse background in corporate finance and investment management. He manages the daily investment research and portfolio management responsibilities for the investment team which involves asset allocation research, fund monitoring and due diligence, investment strategy evaluation and implementation, and performance monitoring.
N I C K H E I N R I C H CFP®
Holding the CFP® designation and as a CFA® Candidate, 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 a key member of the investment team and is positioned to craft comprehensive solutions to financial challenges that span all stages of the financial planning process.