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 45—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.

Jessie Chauv

CLIENT SUCCESS ASSOCIATE

Jessie brings a wealth of experience and enthusiasm to our firm, having worked in the financial industry for over a decade, with a particular focus on investments and retirement planning for the past year and a half. Her extensive knowledge and commitment to helping others achieve their personal goals make her a valuable addition to our team.

Jessie graduated from Western Michigan University with a BA in English/Communication, which has equipped her with exceptional communication skills and a keen ability to understand and meet clients' needs.

On a personal note, Jessie shares her life with her husband, Joey, and their almost 2-year-old daughter, Nora. They are also the proud pet parents of two cats, Scar and Simba. Outside of her professional and family life, Jessie is an avid reader who enjoys immersing herself in more than 100 novels each year. Her dedication to both her family and her clients, coupled with her passion for personal growth and learning, reflects the values we hold dear in our practice.

Kaylee VanBaren

RECEPTIONIST

Kaylee joins us from U of M Health West, where she excelled as a patient service representative. Her experience in a client-focused role has honed her exceptional interpersonal skills and her ability to handle complex situations with ease and professionalism.

As the middle child of five, Kaylee has developed a strong sense of family and teamwork. She enjoys spending time with her family, hiking, and playing pickleball in her free time. Kaylee’s friendly and approachable nature, combined with her dedication to providing outstanding service, makes her a perfect fit for our team.

Investment Team

Members of the Investment Team are licensed with Advisory Alpha, LLC, a SEC registered investment advisor.

Steve Osterink, Jr., CFA, CFP®, AIF®
Chief Investment Officer

Steve Jr. leads the Investment Team through his strong commitment to personal finance and asset management and is the driving force behind the innovation and development of our investment solutions.

Jon Lohr, CFA, CFP®
Research Director

Jon oversees the Investment Team’s daily investment research and portfolio management responsibilities, including asset allocation research, fund monitoring, due diligence, and investment strategy evaluation and implementation.

Nick Heinrich, CFA, CFP®
Financial Planning Director

Nick contributes to the Investment Team’s research and portfolio management functions and 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.

Brian Kragt
Operations Director

Brian oversees the Investment Team’s trade management and portfolio accounting systems, which includes implementing investment decisions, account rebalancing, cash management functions, trade execution, account billing, and performance reporting.

Janine Osterink
Chief Compliance Officer

Janine leads our compliance program and supports our Investment Team by helping us adhere to legal, regulatory, and internal requirements and policies with the goal of promoting trust and reducing risk for our valued clients.

Mike Baker
Technology Director

Mike leads our technology initiatives on behalf of the Investment Team which impact our client communication and overall client experience as well as support our trade management and portfolio accounting functions.