Jason Rindskopf, WMCP®

PARTNER

Jason is a Investment Advisor Representative with Advisory Alpha and a Wealth Management Certified Professional® and has a degree in Financial Management. The WMCP® designation focuses on the areas of goal based financial planning, income and tax planning, and advanced planning for legacy considerations. Jason has spent his career applying his education to the focus of retirement planning. After consulting and advising on over $1 billion in retirement plans, he’s seen first hand what separates those who retire with confidence from those who struggle with doubt and confusion about their money.

That experience shaped the subject matter of Jason’s first book, Survive the Crash, and serves as the backbone of the private client experience at Two Waters Wealth Management. The most important service they provide is helping their clients connect their unique purpose and priorities with their financial resources – opening up opportunities for bigger, more exciting outcomes as you enter into your “work optional” years.

Jason’s married to his amazing wife Cory, also a business owner and entrepreneur. The two of them love to travel and explore and while they look for any opportunity to be active, they’re just as happy to hang at home with good friends and family. On game day, you can always find Jason cheering on his local Charlotte teams, and he was born with Michigan State green in his blood.

Derek Bostian, CFP® professional

PARTNER

Derek entered financial services during the Great Recession and watched as family’s that were on the brink of retirement, had to change their plans. He saw first hand the impact that financial planning could have on families at that point and how many investors were left out in the cold to figure things out for themselves.

Derek is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, the industry’s gold standard for experience, ethics, and personal financial planning. Through this education and his experience, Derek helps design strategies and plans to help our clients reach their goals and understand what their money is doing. Derek provides investment solutions for clients of Two Waters Wealth Management, LLC through Advisory Alpha, LLC, a Registered Investment Adviser.

In his spare time, Derek is an avid mountain biker and outdoorsman. He spends a lot of time with his wife, Leigh Ann, and their two awesome kids, Abigail and Jacob. They enjoy spending time as a family by getting outside, going for bike rides, and are proud to attend Grace Covenant Church in Cornelius, NC on Sunday’s.

INVESTMENT TEAM

Members of the investment team are licensed with Advisory Alpha, LLC, a SEC Registered Investment Advisor.
Steve Osterink, Jr.

Steve Osterink, Jr. CFA® CFP® professional AIF®

Steve Osterink, Sr.

Jon Lohr, CFA®

Jon Lohr, CFA®, CFP® professional

Nick Heinrich, CFP®

Nick Heinrich, CFP® professional

Brian Kragt

Janine Osterink

Mike Baker

We‘ve helped thousands of people achieve peace of mind and financial freedom…

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Rachel

To say thank you is nowhere near enough for the peace of mind and comfort you have given me with regard to my financial future and wellbeing. From day one, both of you have been patient, understanding, and incredibly kind with my questions, concerns, and personal situation.

Knowing I have a financial plan in place brings such comfort, especially in such chaotic and unsure times.

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Jim & Joanne

Joanne and I believe we made one our best decisions ever when we signed-up as clients with ‘Two Waters Wealth’. I believe the ‘value-add’ that you both uniquely bring to the relationship is follows:

1. It all begins with the relationship/ trusting partnership

2. You both are consummate professionals

3. Your financial and investment expertise and experience

4. A process design and product model which supports individual clients

5. Using the ‘KISS’ method (Keep It Simple Stupid) by making complex topics simple and enabling us, to make smart decisions

6. In the end developing a comprehensive plan that is tailored to our specific goals and lifestyle

It has been ten months since we first met at Davidson College on Thursday, November 14th.

I can remember we were the only two attendees in the room which was a bit of a shocker for me. I was asking myself were where all the other people. Do these guys know there business? Well in fact you did J. Additionally, you could have easily said ‘let’s reschedule this meeting’ but you did not. You shared your presentations, answered all of our questions, provided detailed examples of your process/ model and spent an extra 30 minutes in the meeting as if the room was full of people. That impressed me more than anything that night!

I will conclude with one final thought that I shared in our meeting today.

In my opinion, relationships are the key ingredient, to any successful partnership (business, personal, etc.). Something that we believe we have with you collectively and individually. We know that you treat our relationship with professionalism, honesty, integrity, trust and respect. We in turn feel the same.

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Rachel

To say thank you is nowhere near enough for the peace of mind and comfort you have given me with regard to my financial future and wellbeing. From day one, both of you have been patient, understanding, and incredibly kind with my questions, concerns, and personal situation.

Knowing I have a financial plan in place brings such comfort, especially in such chaotic and unsure times.