About Us
Our Team
Christina Kort
Holding nearly twenty years of experience in the banking industry, Christina Kort has joined Kort Advisor Group as Administrative Associate. She knows that dedication and commitment to client relationships are vital components for success.
Previously a Sr. Client Service Associate in Private Banking, Christina has worked with a number of high net worth clients and understands that attention to detail and confidentiality is extremely important.
Robert Kort
Starting his career in the financial services industry in 2001, Robert has a passion for taking the “mystery” out of financial planning. As a fiduciary he is committed to placing each client’s needs first.
Being an independent, as well as a dual licensed advisor, Robert is able to offer fully comprehensive investment advice. His clients have access to the expertise of a highly accredited Investment Team working with globally recognized Money Managers.
Robert is a member of the National Association of Insurance and Financial Advisors (NAIFA) as well as a Certified Senior Advisor (CSA®). He holds a series 65 Securities license and insurance licenses in several states.
Robert is a lifelong resident of west Michigan. He and his wife, Christina, reside in Holland, MI.
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.
Investment Team
Members of the Investment Team are licensed with Advisory Alpha, LLC, a SEC registered investment advisor.
Steve Osterink, Jr. CFA CFP® AIF®
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 Osterink, Sr.
With over 40 years of experience working with clients in the financial services industry, 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. Further, his leadership and counsel are critically important as the Investment Team strives to navigate the ever-changing global economy and financial markets.
Jon Lohr CFA CFP®
Jon oversees the daily investment research and portfolio management responsibilities for the Investment Team, which involves asset allocation research, fund monitoring, due diligence, investment strategy evaluation and implementation, and performance monitoring. He has a diverse background in corporate finance and investment management, and he holds the CFA® designation and CFP® certification.
Nick Heinrich CFA CFP®
Nick 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. He holds the CFP® certification and CFA® designation and is well positioned to craft comprehensive solutions to financial challenges that span all stages of the financial planning process.