Meet the Team

Josh Postlewaite

Chief Investment Officer/Chief Compliance Officer

Josh Postlewaite attended Kent State University where he studied Business Communication. Josh has served in several specialized business and financial roles including COO of AAN Wealth Advisors and Vice President of Operations with Midwest Dental/Smile Brands where he oversaw operations and M&A strategy for the Mid-west Division for almost a decade. Operating with a highest of ethical standards, Josh brings a warm, caring, and compassionate balance to his work with every client. He takes time to listen and understand the goals of each client which results in highly customized solutions designed to achieve their individual investment objectives.

Josh has earned his Securities License Series 65. He is knowledgeable in different investment vehicle characteristics, types of risks, and portfolio management styles, strategies, and techniques.

Justin Atkinson

Financial Advisor

Justin T. Atkinson is a graduate of Walsh University with a B.A. in Business Management. He then served as Senior Vice President with Atlas Resources, LLC and also President & Chief Compliance Officer with Anthem Securities, Inc. Operating with the highest of ethical standards, Justin brings a warm, caring, and compassionate balance to his work with every client. He takes time to listen and understand the goals of each client which results in highly customized solutions designed to achieve their individual investment objectives.

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.

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 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 Kragt

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 Baker

Mike has a strong background in computer science and statistics which aids in his role as a key member of our operations team.  He leads our technology initiatives as well as supports the trade management and portfolio accounting functions.

Janine Osterink

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.  

CFA Institute is a global association of investment professionals that sets the standard for professional excellence in financial analysis and leads the investment profession’s thinking in areas of ethics, capital market integrity, and excellence of practice.

The CFP Board is dedicated to fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification.

FI360 offers the AIF designation program to financial professionals and promotes a culture of investment fiduciary responsibility through education, technology, support, and leadership.

The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER® (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession.