meet the professionals who can help you
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Who We Work With
We are a holistic planning firm, working with folks 55 and older who are facing the increasing challenges of planning for and implementing a successful retirement plan. Since success looks different for everyone, it’s important that we get to know our client’s unique individual situations.
Whether you’re trying to figure out ways to minimize your taxes in retirement, understand how much risk you should be taking in your investment portfolio, wanting to make sure you never run out of money in retirement, or looking for ways to protect yourself and your family’s assets against unforeseen health issues, we are here to help!
We are a family-owned firm, so you won’t be just another account balance with us. Since our focus is working with retirees, we know the challenges you’re facing, and we’ve built a team to handle the risks and threats that retirement may present you with. Our team is made up of professionals who specialize in not only retirement planning strategies, but also taxes and estate planning.
Guy Alderdice Jr
President / Founder & Investment Advisor
Krista Alderdice
VP / Client Relations
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.
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.
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 Partners
Justin Wicks
CPA
Tracy Kelly
Esquire
*Justin Wicks and Tracy Kelly are NOT licensed to provide investment advisory services or affiliated with Advisory Alpha, LLC. or Ascutney Financial Group. Each firm is responsible for the services it provides. Ascutney Financial Group does not provide accounting services, tax advice or legal advice.
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