About Us
Our Team
Shanyn Stewart
Shanyn Stewart began her career with General Electric as one of two advisors that worked directly with GE employees and executives to mitigate taxation throughout the county. She has worked with 28 of the different GE business presidents since that time. In 1996 she started Advanced Accounting to assist clients apply those principles she learned at GE to assist in reducing their tax liability.
In addition to her Life, Health and Variable Contracts, Shanyn holds Series 65 license. Shanyn holds an Associates in Accounting, a Bachelor’s Degree in Management and Organizational Development. Shanyn is an Enrolled Agent. Enrolled agents (EAs) are America’s tax experts. EAs are the only federally licensed tax professional who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS.
In May 2017 Shanyn received her designation as a Certified Tax Master. This designation is for CPA’s and EA’s (Enrolled Agents) and is held by those that demonstrate the highest understanding of tax planning strategies. In 2018 Shanyn advanced her designations by becoming an Advanced Crypto Tax Expert (ACT-E).
Investment Team
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.
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.
Steve Osterink, Sr.
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.
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.