Our philosophy is not to simply provide financial services, but to provide partnership and council every step of the way. At Phase 2 Wealth Advisors, we are committed to providing financial clarity, solutions, and services that allow you to focus on the things you care about most. We truly enjoy helping people make smart financial decisions and look forward to learning more about you, your priorities, and your goals.
BOB HARKSON, CFP®, RICP®
Serving his community as a financial services professional for the past 13 years, Bob is a Certified Financial Planner® and a Retirement Income Certified Professional®. A seasoned retirement planner, Bob is committed to helping his clients make thoughtful and educated financial decisions.
In addition, Bob also holds the Series 7, 6, 66 and 63 Securities Licenses and 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 tax planning and legacy planning, when appropriate.
Living in Gig Harbor since 1992, Bob is active in his community, volunteering with Young Life and his Church. He enjoys boating, woodworking, auto repair and photography. Most of all he loves to spend time with his wife of 38 years, children, and grandchildren.
Drew holds the Series 65 Securities License and the Washington State License for Life, Health, and Long-term Care Insurance. In addition, Drew is a member of The Society of Financial Awareness (SOFA), a national, 501(c)(3) non-profit public benefit corporation, which provides free and unbiased financial education.
Prior to starting his financial career in the late 1990's, Drew served our country as an Airborne Ranger Infantry Officer in the US Army.
Drew and his family have resided in Gig Harbor for 12 years, where he enjoys hiking and surfing. On the weekends you might spot Drew refereeing youth soccer matches and spending time with his wife of 25 years and their two teenage children.
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 our investment solutions. Bringing more than a decade of experience, as well as extensive knowledge of personal finance and asset management as evidenced by his CFA®, CFP®, and AIF® designations, Steve Jr. serves as the head of the Investment Team. Steve is passionate about educating investors, effectively communicating complex financial matters in a simplified manner, and addressing common financial misconceptions. Steve Jr. strives to constantly create new resources and methods to not only improve the financial advice delivered to investors but help financial advisors better serve their clients.
Steve Osterink, Sr.
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 is also instrumental in supporting financial advisors based on his extensive experience. Around our offices, he has an uncanny ability to focus in on practical solutions to complex problems, and his wisdom is a valuable resource for virtually every component of 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®
Jon manages the daily investment research and portfolio management responsibilities for the Investment Team. This includes a broad range of functions such as, asset allocation research, fund monitoring and due diligence, investment strategy evaluation and implementation, and performance monitoring. Jon has a diverse background in corporate finance and investment management, but also a strong passion for the industry which is demonstrated by his successful completion of the Chartered Financial Analyst (CFA®) program.
NICK HEINRICH, CFP®
Nick has an unwavering focus on helping clients achieve their financial goals and aspirations by serving as a dedicated financial planning consultant for our advisor partners. As a part of this process, he leads the development and implementation of the firm’s portfolio analysis and planning resources designed to improve the financial situation for clients. With his successful completion of the Certified Financial Planner (CFP®) program, Nick is positioned to craft comprehensive solutions to complex financial challenges that span across all components of the financial planning process.
Brian is responsible for the firm’s trade management processes which includes everything from implementing portfolio investment decisions, account rebalancing, cash management functions, and trade execution. With a strong attention to detail and dedication to responsiveness and efficiency, Brian also manages our portfolio management system. This system is foundational to all back-office functions including, transaction reconciliation, account billing, as well as client reporting and web access.
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.
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.