Financial Services Team

Investment advisory services are offered by Nate Nichols, an Investment Adviser Representative of Advisory Alpha, a Registered Investment Adviser. Jim Fairfield is not licensed to provide investment advisory services.

Nate headshot

Nate Nichols

President

Britt Harrington

Brittany Harrington

Director of Operations

Jake Coan

Financial Advisor

Blake King

Financial Advisor

Michelle Russell

Michelle Russell

Health Services Specialist

Kristin Nichols

Kristin Nichols

Executive Administration

Nicole Clavette

Nicole Clavette

Account Manager

patty headshot

Patty Grant

Front Desk Manager

Paul headshot

Paul Sherman

Medicare Specialist

Jim Fairfiled

Jim Fairfield

Consultant

Lynsey Session

Marketing Liaison

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Our Investment Team

Members of the Investment Team are licensed with Advisory Alpha, LLC, a SEC Registered Investment Advisor.

Steve Osterink, Jr.

Steve Osterink, Jr

CFA®, CFP®, AIF®

Steve Osterink, Sr.

Steve Osterink, Sr.

Investment Team

Jon Lohr

Jon Lohr

CFA®, CFP®

Nick Heinrich

Nick Heinrich

CFP®

Brian Kragt

Brian Kragt

Investment Team

Mike Baker

Mike Baker

Investment Team

Janine Osterink

Janine Osterink

Investment Team