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 industry designations: CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary and Chartered Financial Analyst.

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