Meet Our Team

About Us

A family of six posing outdoors on a deck with greenery in the background, all smiling at the camera.

Matt Hausman

Founder/Financial Advisor

Matt Hausman is the founder of Old Security Trust Corp. and Old Security Group, a Registered Investment Advisory Firm. Matt began helping small business owners and individuals in the early 1990s with insurance and investment planning. Due to the confines of working for large institutions, Matt founded Old Security Group, an Independent Registered Investment Advisory Firm to legally and ethically act in a fiduciary capacity providing unbiased advice to both small business owners and individuals.

Matt specializes in helping clients recognize where they are unknowingly and unnecessarily transferring away their wealth. His experience has been in Lending, Cash Flow Management, Investments, Insurance and Real Estate. This experience allows Matt to provide holistic advice to his clients. Matt has been asked to speak to various groups on topics ranging from Advanced Business Strategies to individual retirement and asset protection strategies.

Matt holds a SEC Series 65 License and Life and Health license in multiple states. He is also a member in good standing with the National Ethics Association..

We take a personal approach and offer a high level of service paired with years of experience, comprehensive resources and support, objective and in-depth knowledge. Through our dedication to service, Old Security Group creates value for our clients resulting in innovative retirement solutions that cater to their individual needs, goals and vision.

If you would like to have a conversation about your retirement strategy, please schedule a call below or email us at info@oldsecuritygroup.com. There is absolutely no cost or obligation.

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. - Chief Investment Officer - Advisory Alpha

Steve Osterink, Jr. , CFA, CFP®, AIF®
Chief Investment Officer

  • 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 - Research Director - Advisory Alpha

Jon Lohr, CFA, CFP®
Research Director

  • 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 - Financial Planning Director - Advisory Alpha

Nick Heinrich, CFA, CFP®
Financial Planning Director

  • 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 - Advisory Alpha

Brian Kragt
Operations Director

  • 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 - Advisory Alpha

Janine Osterink
Chief Compliance Officer

  • 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 - Advisory Alpha

Mike Baker
Technology Director

  • 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.