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Members of the Investment Team are licensed with Advisory Alpha, LLC, an SEC registered investment advisor.
Steve Osterink, Jr. is the driving force behind the innovation and development of our investment solutions and platform. He leads the Investment Team with a solid commitment to personal finance and asset management.
Steve Sr. began his career in the financial services industry nearly 40 years ago. He has vast experience working directly with clients and has built a thriving financial advisory practice of his own. Steve Sr. co-leads the Investment Team and supports financial advisors based on his extensive experience. Around our offices, he has an uncanny ability to focus on practical solutions to complex problems, and his wisdom is a valuable resource for virtually every component of the firm. What’s more, his leadership and counsel are critically important as the Investment Team strives to navigate the ever-changing global economy and financial markets.
Brian is responsible for Citizen Advisory Group’s trade management processes, including everything from implementing portfolio investment decisions, account rebalancing, cash management functions, and trade executions. Brian also manages our portfolio management system with strong attention to detail and dedication to responsiveness and efficiency. That system is foundational to all back-office functions, including transaction reconciliation, account billing, client reporting, and web access.
Mike has a strong background in computer science and statistics, which aids in his role as a critical member of our operations team. He leads our technology initiatives while supporting the trade management and portfolio accounting functions.
Nick is a CFP® professional and also a 2021 CFA® Level III Candidate. He leads a team of financial planning consultants responsible for implementing various portfolio analyses and planning resources designed to improve clients’ financial situations. Nick is a vital member of the Investment Team and well-positioned to craft comprehensive solutions to challenges spanning all stages of the financial planning process.
Jon has a diverse background in corporate finance and investment management. He handles the Investment Team’s daily investment research and portfolio management responsibilities, including asset allocation research, fund monitoring, due diligence, investment strategy evaluation & implementation, and performance monitoring.
Janine manages our accounting and financial systems, human resources functions, and office operations. She is a crucial member of our compliance team and supports various departments across our firm, including trading, financial planning, performance reporting, and account billing.