About Us

Meet Our Team

A professional man with short dark hair, wearing a blue blazer and a light blue collared shirt, looking at the camera with a neutral background.

Joshua Rochon, CFP®

Managing Director and Lead Advisor

Josh Rochon is the Managing Director and Lead Advisor at JDR Financial, serving individuals, families, and professionals. As a CERTIFIED FINANCIAL PLANNER™ professional, Josh helps clients bring clarity to complex financial decisions by building coordinated strategies that connect day-to-day choices (cash flow, debt, insurance, and investments) to long-term goals like retirement readiness, education funding, and legacy planning.

Josh’s approach blends technical planning with values-based guidance. As a Certified Kingdom Advisor® and Certified Divorce Financial Analyst®, he supports clients through pivotal life and business transitions—from multigenerational planning and charitable stewardship to divorce and business succession—while coordinating with attorneys and CPAs to reduce “silos” and create an integrated plan. With experience that includes leadership at a top financial institution and the perspective of building and selling his own firm, Josh brings institutional-level strategy to the kitchen table—grounded in fiduciary integrity and a commitment to helping clients use wealth with purpose.

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Investment Team

Members of the Investment Team are licensed with Advisory Alpha, LLC, a SEC registered investment advisor.

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Steve Osterink, Jr. - Chief Investment Officer - Advisory Alpha

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 - Research Director - Advisory Alpha

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 - Financial Planning Director - Advisory Alpha

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 - Advisory Alpha

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 - Advisory Alpha

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 - Advisory Alpha

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.