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ALEX HAASE
FOUNDER & PRESIDENT

Meet Alex Haase

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.

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BROOKS RILEY
MANAGING PARTNER, IAR

Meet Brooks Riley

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.

Strategic Partnership | Investment Management

JENSEN POSTEMA

Advisor Consultant
Advisory Alpha

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JON LOHR CFA®, CFP® 

Research DIrector
Advisory Alpha

JANINE OSTERINK

Chief Compliance Officer
Advisory Alpha

BRIAN KRAGT

Operations Director
Advisory Alpha

STEVE OSTERINK, JR. 
CFA®, CFP®, AIF®

Chief Investment Officer
Advisory Alpha

NICK HEINRICH, CFP® 

Financial Planning Director
Advisory Alpha

Strategic Partnership | Insurance & Annuity

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KARL HOOVER

Chief Operations Officer
Financial Independence Group

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WES TANNER

Annuity Specialist
Financial Independence Group

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ANDREW BALL

Insurance Specialist
Financial Independence Group

ALYSSA BASILE

Marketing Director
Financial Independence Group

Strategic Partnerships | Tax, Estate & Legacy Planning 

JUSTIN WICKS

Tax Planning | CPA

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DUFFY PALMER

Estate & Legacy Planning | Attorney

Custodian Relationships

Because we're a truly independent wealth management fi­rm, we help protect our client's best interest by clearly separating custodian, advising, and oversight duties. The different independent entities are responsible for ful­filling different obligations to our clients.

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