About Us
Our Team
James M. Hill, CFP®, MBA, BSME
President & Founder
After 25 years in the automotive industry and much consideration, Jim made the decision to pursue his passion for wealth management with the goal of helping clients define and achieve their dreams. He enjoys the opportunity to partner with individuals and families to assist them in achieving their financial goals, as well as their life goals. Every individual and family requires a creative, comprehensive wealth management strategy designed uniquely for them.
Jim is a lifetime learner, passionate problem solver, and inspired by the process of working collaboratively together to create powerful solutions for his clients. Outside of the office, you will find Jim enjoying time with his best friend and wife, Stacey, along with their five incredible kids, and grandchildren. He enjoys simply spending time together with his family and very much loves the four seasons that Michigan offers!
Investment Team
Members of the Investment Team are licensed with Advisory Alpha, LLC, a SEC registered investment advisor.
Steve Osterink, Jr. , CFA, CFP®, AIF®
Chief Investment Officer
-
Steve Jr. leads the Investment Team through his strong commitment to personal finance and asset management and is the driving force behind the innovation and development of our investment solutions.
Jon Lohr, CFA, CFP®
Research Director
-
Jon oversees the Investment Team’s daily investment research and portfolio management responsibilities, including asset allocation research, fund monitoring, due diligence, and investment strategy evaluation and implementation.
Nick Heinrich, CFA, CFP®
Financial Planning Director
-
Nick contributes to the Investment Team’s research and portfolio management functions and leads a team of financial planning consultants who utilize various portfolio analysis and planning resources that strive to improve the financial outcomes of our valued clients.
Brian Kragt
Operations Director
-
Brian oversees the Investment Team’s trade management and portfolio accounting systems, which includes implementing investment decisions, account rebalancing, cash management functions, trade execution, account billing, and performance reporting.
Janine Osterink
Chief Compliance Officer
-
Janine leads our compliance program and supports our Investment Team by helping us adhere to legal, regulatory, and internal requirements and policies with the goal of promoting trust and reducing risk for our valued clients.
Mike Baker
Technology Director
-
Mike leads our technology initiatives on behalf of the Investment Team which impact our client communication and overall client experience as well as support our trade management and portfolio accounting functions.