About Us
Our Team
Thomas H. Craft, CPA/PFS, AEP®
President/CEO
Tom has been in the financial services industry for 40 years. His career has spanned public accounting with Deloitte to managing corporate tax and human resource departments to starting his own financial services company in 1994. Tom’s passion is discovering ways to make his clients’ lives better by teaching them to live and enjoy what they have worked so long and hard to create.
Tom is a frequent speaker on tax strategies, investment positioning and estate preservation. He lives in Broadview heights with his wife of 46 years, Julie. They have two adult children, Brian and Rachael, and two furry family members, Marble and Jack. Tom enjoys traveling and riding roller coasters.
Julie Craft
Vice President of Finance
With more than 38 years’ experience in the financial services industry, Julie provides family office type services to clients ranging from financial reporting, cash management, budgeting, bill paying, credit monitoring, and other lifestyle services. She is dedicated to helping her clients achieve independence and regain a valuable resource – time.
Julie entered the industry in 1982. She worked as a public accountant with Walthall & Drake and DeChellis & Associates before becoming Corporate Controller for Summers Rubber Company. In 2001, Julie left to work directly with Tom in his business. When she isn’t working, Julie enjoys gardening, baking, vacationing in Maine, and spending time with her children, their spouses, and her two cats.
Donna Taylor
Vice President of Client Relations
With more than 16 years’ experience in the financial services industry, Donna works as the Director of Practice Management at Gateway Financial Advisors. She believes good client service is not only about solving problems but making sure clients know she is there to answer any questions or assist in any way.
Her passion for developing close relationships with each of the firm’s clients, combined with her organizational skills and attention to detail, truly make Donna the gateway to our firm. Born and raised in Ohio, Donna lives in Parma with her three cats, Jake, Jonnie and Ivy Therese. When she isn’t working or spending time with her furry family, Donna enjoys traveling and spending time with her friends.
Investment Team
Members of the Investment Team are licensed with Advisory Alpha, LLC, a SEC registered investment advisor.
Steve Osterink, Jr., CFA, CFP®, AIF®
Chief Investment Officer
-
Steve Jr. leads the Investment Team through his strong commitment to personal finance and asset management and is the driving force behind the innovation and development of our investment solutions.
Jon Lohr, CFA, CFP®
Research Director
-
Jon oversees the Investment Team’s daily investment research and portfolio management responsibilities, including asset allocation research, fund monitoring, due diligence, and investment strategy evaluation and implementation.
Nick Heinrich, CFA, CFP®
Financial Planning Director
-
Nick contributes to the Investment Team’s research and portfolio management functions and 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.
Brian Kragt
Operations Director
-
Brian oversees the Investment Team’s trade management and portfolio accounting systems, which includes implementing investment decisions, account rebalancing, cash management functions, trade execution, account billing, and performance reporting.
Janine Osterink
Chief Compliance Officer
-
Janine leads our compliance program and supports our Investment Team by helping us adhere to legal, regulatory, and internal requirements and policies with the goal of promoting trust and reducing risk for our valued clients.
Mike Baker
Technology Director
-
Mike leads our technology initiatives on behalf of the Investment Team which impact our client communication and overall client experience as well as support our trade management and portfolio accounting functions.