About Us
Our Team
Michael Fife
Founder | Financial Advisor
Michael has been in the financial services sector since 2006. Owning and operating a wide variety of businesses in Utah and Idaho over the past 25 years has given Michael an array of experiences, which he finds useful in helping understand business owners' and individuals' needs.
Coupled with his knowledge about financial concepts, Michael can both understand and educate individuals and business owners as he helps them establish a plan towards realizing their goals. He is passionate about learning and doing everything he can to help all clients navigate the financial world to reach their destination. Mike has a beautiful family and enjoys bow hunting when he has a free moment.
Liz Skoglund
Director of Operations
After working as a securities trader & portfolio manager, then operating a small business, Liz has developed a unique skillset as she understands how investing works as well as the needs & challenges of business owners & retirees. She gets great satisfaction from helping clients better understand the pieces of their plan, while keeping an eye on the details of the plan to ensure as smooth an experience as possible.
Liz & her husband have two daughters who have left the nest, leaving them some time to explore new interests. Some of their current favorite activities are exploring the Idaho backcountry in their UTV, playing pickle ball, & getting creative with home projects.
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.
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.