About Us
Our Team
Meet Alex Haase
Founder & President
With 15 years in the financial services industry, Alex has worked tirelessly to assist clients with all their financial and insurance needs. Whether you are starting off in life, or looking to enjoy retirement, Alex and his team can help you to wrestle any financial matter that you are faced with. With a large network of professionals that he works with, Alex ensures his clients are taken care of to the highest degree.
When not working you will usually find Alex in the gym with a pair of boxing gloves on, or spending time with his wife, Joan, two daughters, Ciara and Cameron, and rescue dog Coamo, a golden retriever that they fell in love with and brought home from Puerto Rico after visiting Joan’s family there. Please let Alex and his team know how they can be of service to you.
Investment advisory services are offered through Brooks Riley, an Investment Advisor Representative of Advisory Alpha, LLC. Alex Haase is not an Investment Advisor Representative and is not licensed to provide investment advice.
Meet Brooks Riley
Managing Partner, Financial Advisor
Brooks has been providing financial services and business consulting services to individuals, households, and business owners for over 12 years. With a primary focus on building strong, long-lasting relationships; Brooks emphasizes a collaborative and consultative approach to financial planning. In his free time, Brooks loves to get out for a round of golf, a hike in the NC mountains, or a trip up north to Lake Champlain to visit family.
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 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.
Janine Osterink
Janine serves as Chief Compliance Officer, and also manages our financial systems, human resources functions, and office administration. Her role has evolved since the inception of the firm, allowing her to provide support across various functional areas, including trading, financial planning, performance reporting, and account billing.
Brian Kragt
Detail oriented and dedicated to responsiveness and efficiency, Brian is responsible for the firm’s trade management and portfolio accounting systems. This includes everything from implementing portfolio investment decisions and account rebalancing to cash management functions, trade execution, account billing and performance reporting.
Jensen Postema, CFP®
Jensen is a member of our financial planning team and provides advanced planning strategies, investment analysis, and financial consulting to our valued clients. He brings valuable leadership and financial services experience to our team.
Strategic Partnership
Tax, Estate & Legacy, Insurance/Risk Planning
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Justin Wicks*
Tax Planning
CPA -
Duffy Palmer**
Estate & Legacy Planning
Attorney -
Tammy Osborn***
Risk Advisor
Personal Lines -
Sam Tonner****
Risk Advisor
Commercial Lines
*Justin Wicks is not affiliated with or employed by Greene Point Partners or Advisory Alpha, LLC, and is not licensed to provide investment advice. Greene Point Partners and Advisory Alpha, LLC does not provide tax planning services.
**Duffy Palmer is not affiliated with or employed by Greene Point Partners or Advisory Alpha, LLC, and is not licensed to provide investment advice. Greene Point Partners and Advisory Alpha, LLC does not provide Estate & Legacy Planning services.
***Tammy Osborn is not affiliated with or employed by Greene Point Partners or Advisory Alpha, LLC, and is not licensed to provide investment advice. Greene Point Partners and Advisory Alpha, LLC does not provide Insurance or Risk Planning services.
****Sam Tonner is not affiliated with or employed by Greene Point Partners or Advisory Alpha, LLC, and is not licensed to provide investment advice. Greene Point Partners and Advisory Alpha, LLC does not provide Insurance or Risk Planning services.