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.
Starting his career in 2011, Dan holds several licenses including Series 6,62,63,65 along with insurance licenses for life, health and personal lines in the states of Pennsylvania, New Jersey & Maryland. Dan holds two professional designations as a Certified Financial Planner™, CFP® and Certified Fund Specialist ®, CFS®.
Originating from Allentown, New Jersey, Dan moved to Pennsylvania to attend and graduate from York College. He now resides in the Camp Hill area. Outside of being a financial advisor, Dan enjoys baseball and being active in the community.
Members of the Investment Team are licensed with 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.
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.
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.
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.
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.
Mike has a 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.
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.
SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.