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 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.
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.
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 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 and asset management, as evidenced by his CFA®, CFP®, and AIF® designations.
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®
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.
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.
NICK HEINRICH, 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.
Janine manages our accounting and financial systems, human resources functions, and office operations. She is also a key member of our compliance team and supports various departments across our firm including trading, financial planning, performance reporting, and account billing.
Katie leads our compliance team through her broad knowledge of both corporate and branch-level industry compliance. She is a CFP® Candidate and her consultative approach contributes to a culture of strong regulatory adherence while helping to ensure effective communication.