Our philosophy is not to simply provide financial services, but to provide partnership and council every step of the way. At Schaefer Wealth Management, we are committed to providing financial clarity, solutions, and service that allow you to focus on the things you care about most.   We truly enjoy helping people make smart financial decisions and look forward to learning more about you, your priorities, and your goals.  

 

 

PLANNING TEAM

 
 

DWIGHT SCHAEFER
President

Dwight is the President of Schaefer Wealth Management, Inc. and a Registered Investment Advisor. With over 28 years of experience in the industry, Dwight's passion is helping people plan and enjoy their retirement, Dwight, along with his wife of 31 years, is a life-long resident of Waterloo, IL and serves on various boards in the community. 




ROBIN GOETTING
Client Services Manager

Robin has over 23 years of administration experience and works with clients. Robin is a mother of five and has resided in Red Bud, IL for almost 30 years. 


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., CFA®, CFP®, AIF®

Steve Jr. serves as the head of the Investment Team and helps guide the investment management, operations, financial planning and marketing departments. As evidenced by his CFA®, CFP®, and AIF® designations, he is passionate about educating investors, effectively communicating and simplifying complex financial matters, and addressing common financial misconceptions. 

 

STEVE OSTERINK SR.

With nearly 40 years of experience in the financial services industry and working with investors, 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. 

 
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JON LOHR, CFA®

With a diverse background in corporate finance and investment management as well as the CFA® designation, Jon manages the daily investment research and portfolio management responsibilities for the Investment Team. This involves asset allocation research, fund monitoring and due diligence, investment strategy evaluation and implementation, and performance monitoring. 

 

NICK HEINRICH, CFP®

Holding the CFP® designation, Nick leads a team of financial planning consultants that implement various portfolio analysis and planning resources with the goal of improving clients’ financial situations.  Nick is positioned to craft comprehensive solutions to financial challenges that span all stages of the financial planning process. 

 

BRIAN KRAGT

Dedicated to detail, responsiveness and efficiency, Brian is responsible for the firm’s trade management and portfolio accounting systems.  This includes everything from implementing portfolio investment decisions, account rebalancing, cash management functions, trade execution, account billing, and performance reporting. 

 

MIKE BAKER

Mike has a background in computer science and statistics which aids in his role as Technology Director and as a key member of the operations team. He leads our technology initiatives and data management processes as well as supports the portfolio accounting and trading functions.

 

JANINE OSTERINK

Janine manages our accounting systems, staffing, and office operations. She is also a key member of our compliance team and supports various departments across our firm including trading, client planning, performance reporting, and account billing.  

 
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KATIE KOEMAN

Katie leads our compliance team through her broad knowledge of both corporate and branch-level industry compliance as well as her dedication to collaborative and personalized communication. Her consultative and holistic approach contributes to a culture of strong regulatory adherence while helping to ensure proper and effective communication.


OUR NETWORK

We have a network of professional advisors to assist us in many facets of "Life Planning." This gives us a tremendous resource of information and allows us to coordinate other services that you may need and assure that everyone is working toward your goals and objectives. These professional advisors include, but are not limited to, CPA/ Tax professionals, mortgage specialists, attorneys.