Meet Our Team
About Us
Lisa Carlson, NSSA®
Wealth Advisor & Founder
Lisa is a Wealth Advisor and founder of Carlson Wealth Management. She has nearly 20 years of experience in the insurance and financial services industry. Prior to starting Carlson Wealth Management, Lisa established a wealth of knowledge in various sales leadership and marketing positions at leading financial services corporations. She helped top financial advisors understand various financial instruments to make sure clients retire confidently.
Lisa is a graduate of Iowa State University where she received her Bachelor of Science in Business Administration. While in college Lisa took the opportunity to study abroad in Seoul, South Korea where she studied Korean Language, International Business, and Korean Political Economy & Business. She holds an Insurance License with the state of Iowa.
Lisa grew up in central Iowa, enjoying camping and being outdoors. In her spare time, you can find Lisa outdoors with her husband and two young boys. She is also an avid reader and passionate about health and wellness.
Stephanie Bartlett
Administrative Assistant
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.