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.  

 

Planning Team

 
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DREW KELLERMAN
Principal Advisor

As founder of Phase 2 Wealth Advisors and a seasoned retirement planner, Drew is committed to helping his clients make thoughtful and educated financial decisions. 

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.

 


BOB HARKSON, CFP®, RICP®
Financial Advisor

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®.

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.

 

Investment Team

Members of the Investment Team are licensed with Advisory Alpha, LLC, a SEC Registered Investment Advisor. 

 
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STEVE OSTERINK JR., CFA®, CFP®, AIF®

Steve Jr. leads the investment management process and brings more than a decade of experience to our team as well as extensive knowledge of personal finance and asset management, as evidenced by his CFA®, CFP®, and AIF® designations.

 

STEVE OSTERINK SR.
Steve Sr. began his career in the financial industry nearly 40 years ago. He has vast experience working directly with clients and has built a thriving advisory practice of his own. Steve is instrumental in supporting advisors based on his extensive experience.

 


JON LOHR, CFA®

Jon manages the daily investment research and portfolio management responsibilities and his passion for the industry is shown by his successful completion of all three Chartered Financial Analyst (CFA®) exams.

 


NICK HEINRICH, CFP®

Nick successfully completed the Certified Financial Planner (CFP®) program and has an unwavering focus on improving each investor's financial situation by leading the financial planning and investment analysis processes.

 


JANINE OSTERINK

Janine has a diverse professional background and uses this to manage a variety of functions from the case design process to account trading and compliance management.

 


BRIAN KRAGT

Brian manages the firm’s trading operations, portfolio accounting, and performance reporting procedures using his strong attention to detail and dedication to responsiveness and efficiency. 


OUR NETWORK

We have a network of professional advisors to assist us in many facets of "Life Planning." This gives us a tremendous resource of information and allows us to coordinate other services that you may need and assure that everyone is working toward your goals and objectives. These professional advisors include, but are not limited to, CPA/ Tax professionals, mortgage specialists, attorneys.