About Us
Our Team
Jim Schipper AIF® CRPS®
Founding Partner
With over 20 years of experience as a financial coach, Jim coordinates the financial affairs of families in West Michigan and helps companies improve their retirement plans. Jim and his team strive to manage wealth in a prudent and responsible manner by first determining each client's appetite for risk, time horizon, and overall financial goals. Jim serves as the senior wealth advisor and relationship manager, meeting regularly with all of the firm's valued clients to help ensure that they are financially organized and on track with their goals. When working with institutional clients, Jim works closely with the key fiduciaries to help ensure their retirement plan or institutional portfolio stays on track based on the institution's goals. Jim is a leader, brings tremendous passion and excitement to the financial planning process, and is a great listener. Outside of the office, Jim is a huge sports fan, officiates college basketball, and enjoys spending time with his family.
Check the background of this investment professional on FINRA’s BrokerCheck.
Elijah Beckwith
Client Experience Director
Ben Allen CFP®
Client Services Specialist
Investment Team
Members of the Investment Team are licensed with Advisory Alpha, LLC, a SEC registered investment advisor.
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 CFP® certification, AIF® designation and CFA® designation.
Jon Lohr CFA CFP®
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.
Nick Heinrich 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 CFA® designation and CFP® certification and is well positioned to craft comprehensive solutions to financial challenges that span all stages of the financial planning process.
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