About Us
Our Team
Bob Harkson CFP® RICP®
Principal Advisor
Serving his community as a financial services professional for the past 15 years, Bob is a Certified Financial Planner™ professional 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 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, 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 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®
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.