About Us
Our Team
Christina Kort
Holding nearly twenty years of experience in the banking industry, Christina Kort has joined Kort Advisor Group as Administrative Associate. She knows that dedication and commitment to client relationships are vital components for success.
Previously a Sr. Client Service Associate in Private Banking, Christina has worked with a number of high net worth clients and understands that attention to detail and confidentiality is extremely important.
Robert Kort
Starting his career in the financial services industry in 2001, Robert has a passion for taking the “mystery” out of financial planning. As a fiduciary he is committed to placing each client’s needs first.
Being an independent, as well as a dual licensed advisor, Robert is able to offer fully comprehensive investment advice. His clients have access to the expertise of a highly accredited Investment Team working with globally recognized Money Managers.
Robert is a member of the National Association of Insurance and Financial Advisors (NAIFA) as well as a Certified Senior Advisor (CSA®). He holds a series 65 Securities license and insurance licenses in several states.
Robert is a lifelong resident of west Michigan. He and his wife, Christina, reside in Holland, MI.
One of our greatest strengths is the comprehensive team that we have assembled to serve and support each client. We specialize in working with clients that desire a single point of contact for all of their financial matters. This approach is effective because we maintain a deep understanding and awareness of your entire financial picture to provide clarity and simplification in your financial life.
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
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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
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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
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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
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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
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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
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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.