Our Company Values
For those who are looking for financial advice, we realize the available options are many, and deciding who to work with can be challenging. Listed below are our Company Values, which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach”. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
President, Front Page Financial Advisors, LLC.
With over 23 years of experience, Wendy Fricks has dedicated her time assisting her community and clients in the vast financial situations they encounter throughout their lifetime. She enjoys working with them to gain an understanding of their goals and help them through a balanced plan that fits their lifestyle.
As an Investment Advisor Representative, Wendy and her support team offer many years of experience in diverse areas of financial planning, insurance analysis and asset management.
Wendy has been married to Brian Fricks for more than twenty years, and they have two sons and two furbaby daughters. She enjoys spending time with her family and friends and especially loves downtime at the lake or beach.
Linda Thomas has worked in the financial services industry since 1984 in such roles as Insurance Agent, Client Services Manager, and, more recently, Office Manager in the Wealth Management field. She skillfully manages the diverse functions of an extraordinarily complex and ever changing financial and wealth management office environment. Linda has a track record of strong performance in meeting and surpassing client expectations. With a Bachelor of Fine Arts Degree in Communication Studies, Linda excels in coordinating clients’ needs with the professional oversight required to help them achieve their financial goals and objectives.
Linda is married with three children and six grandchildren. In her spare time, she enjoys reading, traveling, and spending time with her family and friends. She considers the spiritual aspects of her life to be the most important.
Steve Osterink, Jr.
CFA®, CFP®, AIF®
Steve Jr. is the driving force behind the development and innovation of Advisory Alpha’s investment solutions and platform. He leads the investment team and brings more than a decade of experience to the firm as well as extensive knowledge of personal finance and asset management, as evidenced by his CFA®, CFP®, and AIF® designations.
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.
Holding the CFP® designation and as a CFA® Candidate, 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 a key member of the investment team and is positioned to craft comprehensive solutions to financial challenges that span all stages of the financial planning process.
Jon has a diverse background in corporate finance and investment management. He manages the daily investment research and portfolio management responsibilities for the investment team which involves asset allocation research, fund monitoring and due diligence, investment strategy evaluation and implementation, and performance monitoring.
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.
Janine manages our accounting and financial systems, human resources functions, and office operations. She is also a key member of our compliance team and supports various departments across our firm including trading, financial planning, performance reporting, and account billing.
Mike has a strong background in computer science and statistics which aids in his role as a key member of our operations team. He leads our technology initiatives as well as supports the trade management and portfolio accounting functions.
Mr. Margolies serves as Director of Compliance. Mr. Margolies is responsible for developing and enhancing the compliance protocol across the Group. Mr. Margolies has over 20 years of compliance and supervisory experience, including leading the compliance team at a global life and annuity wealth management insurance company. Mr. Margolies earned a B.A. in Business from Stockton University.