Bryan Gaiser

Wealth Advisor | bgaiser@gaiserfinancial.com

I have been assisting pre-retirees and retirees in North Carolina since early 2001. I earned a bachelors degree from East Carolina University in 1989. Since then, I have attained professional distinction as a “Million Dollar Round Table” (MDRT) member. As an Investment Advisory Representative, (IAR), I am Series 65 licensed to conduct securities analysis and qualified to make investment recommendations. I am also an independent insurance agent and real estate broker.

Sarah Troxler

Operations Director | stroxler@gaiserfinancial.com

A lifetime Greensboro native, Sarah graduated from UNCG with a B.A. in English Literature. After many years of working with special needs children she transitioned into the financial services industry, initially assisting a business coach for wealth advisors. That position gave her insight into the practicalities and challenges within a wealth advising firm, and also a business philosophy for a thriving practice. Since then she has spent over 11 years in the industry and discovered that her greatest satisfaction is knowing that a client feels added confidence that they are being taken care of.

Stephanie Newton

Senior Operations Director | snewton@gaiserfinancial.com

Stephanie Newton joins our team with many years’ experience in the financial industry. A.G. Edwards, Wells Fargo, and Principal Financial are a few of the national firms that she has been affiliated with. She also has served as an Activity Director for a retirement community after/before spending several years in the medical field. Her education background in Business Finance and passion for problem solving led her back to the financial sector. Her commitment to finding a resolution that best fits the clients needs has gained the trust and confidence of clients over the years. Stephanie is a native North Carolinian.

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.

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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.

CFA, CFP®, AIF

Steve Osterink Sr.

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With over 40 years of experience working with clients in the financial services industry, Steve Sr. co-leads the Investment Team. He has an uncanny ability to focus in on practical solutions to complex problems, and his wisdom is a valuable resource for the firm. Further, his leadership and counsel are critically important as the Investment Team strives to navigate the ever-changing global economy and financial markets.

Jon Lohr

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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.

CFA, CFP®

Nick Heinrich

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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.

CFA, CFP®