About Us
Our Team
David Whitman, CFP®
David Whitman, CFP® is President of Strategic Investments & Insurance, LLC. He began his career in financial services over 25 years ago. David is a Certified Financial Planner™ professional and provides planning as part of the overall asset management process with clients. He has experience with Retirement Planning, Education Planning, Tax Planning, Insurance Planning, and Estate Planning including charitable giving.
David’s past experience includes working with hedge funds and proprietary trading desks. He was the branch manager of RBC Capital Markets, Inc. in Boca Raton, FL before going independent in 2009.
David obtained a B.B.A. in Finance from Florida Atlantic University in 1995. He lives in Boca Raton with his wife Leslie and two children.
Investment Team
The following investment professionals are registered with Advisory Alpha, an independent registered investment advisor that we have partnered with to provide investment management resources, technology, and capability with the goal of best serving our valued clients.
Steve Osterink, Jr., CFA, CFP®, AIF®
Steve Jr. is the driving force behind the innovation and development of our investment solutions and platform. He leads the Investment Team and brings nearly two decades of experience to the firm, as well as a strong commitment to personal finance and asset management, as evidenced by his CFP® certification, AIF® designation and CFA® designation.
Steve Osterink, Sr.
With over 40 years of experience in the financial services industry working with investors, Steve Sr. co-leads the Investment Team. He has a unique ability to identify practical solutions to complex problems, and his wisdom is a valuable resource for the firm.
JON LOHR, CFA, CFP®
Jon oversees the daily investment research and portfolio management responsibilities for the Investment Team, which involves asset allocation research, fund monitoring, due diligence, investment strategy evaluation and implementation, and performance monitoring. He has a diverse background in corporate finance and investment management, and he holds the CFA® designation and CFP® certification.
Nick Heinrich, CFA, CFP®
Nick 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. He holds the CFP® certification and CFA® designation and is well positioned to craft comprehensive solutions to financial challenges that span all stages of the financial planning process.