Meet the Team
ABOUT US
Milo Milosevich
President
Milo Milosevich is a seasoned Financial Advisor with over 20 years of experience as an individual advisor and as Vice President of National Accounts for a major insurance company. Milo worked for industry titans such as Prudential Financial, UBS, Fidelity, and Guaranty Life before dedicating his talents to individual clients. Milo specializes in helping retirees navigate the unique challenges of deaccumulation, taxes, longevity, and estate planning. Driven by a personal mission shaped from watching his own parents struggle financially, he has dedicated his career to educating clients by providing strategies that help secure their financial future but also focus on tax-efficient solutions. Milo is committed to acting in the best interest of his clients and employs a holistic approach to planning and execution. A theme that is obvious when working with Milo is harmoniously blending transparency and communication to allow for genuine, long-lasting relationships with all that he calls a client. Welcome to HPY Financial Solutions.
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.
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