Meet the Senior Tax Advisory Team
Each one of our seasoned professionals is a vital part of your financial team. A comprehensive retirement plan takes financial professionals that are experienced in all aspects of financial planning including Taxes, Estate Planning, Retirement Planning, Income Planning, Risk Management and Insurance. One individual cannot be an expert in all areas that is why Senior Tax Advisory Group has assembled a team of experts in their respective fields. That team is available to you to serve your needs.
President and Vice President
President, Senior Tax Advisory Group
Darian has been in the insurance industry since 1998. He built Senior Tax Advisory Group as a multidimensional practice bringing a very successful insurance practice, a Brokerage firm, CPA’s, and Elder Law attorneys together under one roof. Catering to seniors for tax preparation, financial advice, and even legal solutions – All advisors work together to benefit our clients! Our company truly believes that taxes are the foundation to great planning. Over the last eighteen years, through a self-developed seminar system, his company has successfully developed a client base of over 950 financial clients. Great planning takes a great team, and Senior Tax has a great TEAM. We take service to clients to an all-new level and work every day to take that concept to others, transforming our industry, ONE CLIENT AT A TIME!
Vice President, Senior Tax Advisory Group
All of us at Senior Tax Advisory Group know that without April the office would not run as smoothly as it does. In 2005 Darian asked April if she would help during tax season; just on a part-time basis, he said. She has been here ever since.
April has done every job in the office and is invaluable to each and every one of us. She enjoys being behind the scenes taking care of the staff. Her passion is in helping people and it is for this reason that she has been here since the 2005 tax season. When asked why she enjoys coming in every day she says “It’s due to the life lessons I have learned from our clients and the relationships that we have cultivated over the years”.
Darian and April were Junior High sweethearts. They have been married for 25 years and have two wonderful children. She as well as the entire family loves spending time together traveling and camping.
Sales Representative, Senior Tax Advisory Group
Kathy has been an advisor since 1999 – primarily in the brokerage side until joining the Senior Tax Advisory Group team in 2006. She came to us from another well-known firm where she ran the transition team across the country – her team handled everything from 401k’s to IRA rollovers! Kathy’s parents recommended us to her, after they became clients, and 5 months later she started working with us. Kathy is the compliance officer for the RIA, and is the Senior Investment Representative for Senior Tax Advisory Group.
Kathy has 4 daughters and is a new grandma! She enjoys spending time with her family, traveling and exploring new areas. She always has her hiking shoes in her suitcase – just in case!
Sales Representative, Senior Tax Advisory Group
Troy was born in North Dakota and grew up in South Dakota. Prior to moving to Colorado in 2014 and joining the Senior Tax Advisory Group team, he had worked for 7 years in the engineering / administration department of a Gold Mine in South Dakota. Troy found his passion as a Junior Advisor here at Senior Tax Advisory Group. He has a “can do” attitude with a great aptitude to excel in more than just one role. From taxes, to account reviews, not to mention a variety of other duties he really puts his best out there for the team.
Troy enjoys outdoor activities, skiing, hiking, hunting and the occasional stop for some quick fishing.
Tax Department Supervisor, Senior Tax Advisory Group
Steve Ford is an Enrolled Agent with over 20 years’ experience working as a tax accountant and enjoys helping people solve their tax problems. He has a Bachelor’s degree in Accounting from Colorado State University-Pueblo and an MBA in Finance from the University of Colorado at Colorado Springs. At Senior Tax Advisory Group Steve supervises the tax department and assists the team and clients with tax correspondence letters, tax planning, issues or questions. During Tax Season he oversees the tax team ensuring that all tax clients have a complete and properly prepared tax return.
Tax Specialist, Senior Tax Advisory Group
Katherine is the newest member of the Senior Tax Advisory Group team. She comes to us with a background in taxes, sales and management. Taxes are one of her passions in life. She is married with three children, and is an animal lover. She enjoys the outdoors, hiking and camping. She participates in renaissance festivals and cowboy shootouts during the summer months. She is open to growth in our company, and anticipates being with us until she retires.
Customer Service Representatives
Client Services Representative, Senior Tax Advisory Group
Rona was born in Southern California and moved to Colorado Springs almost 40 years ago. She graduated from Doherty High School and obtained her Bachelor’s Degree from Fort Lewis College in Durango, CO. Rona has worked in the insurance industry for over 25 years. She started in property-casualty and is now in the financial arena currently holding licenses for P&C, Life and Health Insurance. She came to Senior Tax Advisory Group through what can only be defined as “Divine” intervention and is proud to say that Senior Tax is only her second employer.
Client Services Representative, Senior Tax Advisory Group
Sharon joined our team in 2013. She has over 25 years’ experience in financial and management. Her diversity has established her as an invaluable asset to our team. She is driven by traditional values, a strong work ethic, and a heart of gold. Creativity and flexibility are some of her strongest attributes and have been the backbone of her success here at Senior Tax. Her adeptness is vast and she does everything from front desk, marketing, CSR, to database management. Sharon enjoys spending her free time brainstorming new ideas and concepts and being with family.
Front Office, Senior Tax Advisory Group
Mike was born in Nashville, Tennessee. He has lived in Maryland, Texas and Squaw Valley California where his father opened the very first U.S. Olympic Training Center in 1977. He moved to Colorado Springs in 1980. Mike attended college at Fort Lewis College in Durango, CO where he met his wife. After college, he volunteered with the Wescott Fire Protection District as a Firefighter/EMT, where he was eventually hired full time. He joined the Senior Tax team in 2014 and discovered a place where he could carry on helping and serving people, just as he did as a firefighter.
He loves everything Disney and when not working loves to spend time with family, travel, and always says, “nothing beats a good book“.
Senior Tax Advisory Group Mascot
Bear is our most valuable player! He has been hanging out since 2013. His main duties include: greeting clients, calming tax frazzled nerves, guarding cookies and chasing squeaky toys. He is great at giving hugs – just watch out for slobbers! Bear is a trained therapy dog – his favorite therapy job was at the Air Force Academy during finals week. Any time you come to the office – give a shout out to him for a little puppy love! (unless of course it is naptime!)
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.
Katie leads our compliance team through her broad knowledge of both corporate and branch-level industry compliance. She is a CFP® Candidate and her consultative approach
contributes to a culture of strong regulatory adherence while helping to ensure effective communication.
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.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.