Our Team

ABOUT US

Dewey A. Engelsma CFP®, ChFC®, CLU®

CERTIFIED FINANCIAL PLANNER™

With nearly two decades of experience in the financial industry, Dewey is a seasoned financial advisor dedicated to guiding clients towards financial success. As a proud parent of seven children, including one married and a cherished grandchild, Dewey understands the importance of securing a stable financial future for both current and future generations.

Despite his youthful vigor, Dewey proudly embraces the title of grandparent at the ripe age of 44—a fact that never fails to raise eyebrows and elicit a chuckle. As a Certified Financial Planner™ (CFP®), Dewey adheres to the highest standards of professionalism and ethics, ensuring a fiduciary responsibility to his clients. Throughout his career, he has honed his expertise in various aspects of financial planning, providing tailored strategies to meet each client's unique goals and aspirations.

In addition to his commitment to clients, Dewey is passionate about continual learning and development. He is an avid reader and a dedicated student of the financial industry, staying abreast of the latest trends and strategies to better serve his clients.

Outside of work, Dewey cherishes time spent with family, embracing the joys of parenthood and relishing the role of grandparenthood. His dedication to family values extends to his professional approach, fostering long-lasting relationships built on trust and reliability.

With a passion for helping others navigate the complexities of finance, a commitment to ongoing learning, and a fiduciary responsibility to his clients, Dewey is dedicated to being a trusted partner on the journey towards financial well-being.

Support Staff

The following investment professionals are registered with Advisory Alpha, an independent registered investment advisor that we have partnered with to provide investment management resources, technology, and capability with the goal of best serving our valued clients.

Chief Compliance Officer

Elijah Beckwith

Client Experience Director

Janine Osterink

Advisor Consultant

CFP®

Jensen Postema

Daniel Ribbink

Advisor Consultant

CFP®, CRPC®

Operations Director

Mike Baker

Technology Director

Brian Kragt

Investment Team

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, Jr., CFA, CFP®, AIF®

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.

Steve Osterink, Sr.

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.

Jon Lohr, 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.

Nick Heinrich, CFA, CFP®

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