About Us
Our Team
Bob Harkson CFP®
CEO and Principal Advisor
Serving his community as a financial services professional for the past 22 years, Bob is a Certified Financial Planner® professional. A seasoned retirement planner, Bob is committed to helping his clients make thoughtful and educated financial decisions.
In addition, Bob is licensed to provide investment advisory services and has his Washington State License for Life, Health and Long Term Care insurance.
Bob enjoys developing comprehensive and holistic financial plans for his clients, placing particular emphasis on retirement planning, investment planning, tax planning, insurance planning and legacy planning, when appropriate.
Living in Gig Harbor since 1992, Bob is active in his community and is involved with his Church. He enjoys boating, woodworking, biking, reading and photography. Most of all he loves to spend time with his wife Kristi, children, and grandchildren.
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
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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
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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
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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
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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
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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
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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.