Our Team

ABOUT US

Deirdre Hafen

Investment Advisor Representative

The Hafen Financial Group represents a large part of Deirdre Hafen’s life. Deirdre has been working in personal retirement and wealth asset planning since 1996, and has helped many residents in the Tri-Cities area of Washington enjoy their retirements as the best years of their lives. She has always worked toward her central goal of assisting others and transforming the dreams of her customers into reality.

With her heart deeply rooted in the state for Washington for over 40 years, she is dedicated to the community she serves. While her business accomplishments are very rewarding, they do not mirror her proudest accomplishment — the success she has been able to realize in her home life with her family.  Deirdre has been married to the love of her life since Sept. 30, 2000, and they have four beautiful children — those who know Deirdre will tell you she receives her greatest joy from spending time with her family.

Deirdre is active in her church and enjoys running, biking, cooking, hiking and watching children’s sporting events.

Family, good values and assisting others have always been, and will continue to be the driving force that motivates Deirdre in her business and personal life. Deirdre welcomes the opportunity to get to know you — and to show you how she can assist you and your family achieve your financial dreams.

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.