About Us
Our Team
Greg Mayes
Financial Advisor
Eli Mayes
Client Management
Greg began his financial advisory career in 1985. Greg decided to partner with Eli his son in 2011. They founded the current firm of Mayes Financial in 2016. This father and son combination has brought into focus the long term future of the business toward continuity & service to their clientele. The firm is committed towards long-term multigenerational consistent service. They specialize in customized distribution and financial planning. They are affiliated with Advisory Alpha a Registered Investment Advisor.
Kim Ash
Operations Manager
Kim has been working in the financial services industry since 2005, specializing in the operations management of our firm. She manages the day to day processing of client requests and works with Greg and Eli to implement the financial goals lined out during the planning process. She was born and raised in southern Idaho. She loves to be in the central Idaho mountains – especially the Sawtooth National Forest. She and her husband love a nice drive to the mountains, traveling in the Pacific Northwest and watching football in the fall.
Connor Ash
Business Coordinator
Connor is our New Business Coordinator. He prepares and processes the applications to ensure that all accounts are open and in good order. You may hear from him if we need additional information or to update you on the status of your accounts. Connor is a native Idahoan. He enjoys spending time with his dogs and in his spare time he coaches a local high school varsity
football team.
Shirley Strickland
Executive Assistant
I grew up in the Boise Valley where my husband Gary and I currently make their home. We have one married son who also lives in the area, along with most of our extended family. I have been with Mayes Financial for the past seven years providing administrative assistances and receptionist duties. After spending nearly 20 years in a similar position for a manufacturing sales team, the financial services were a welcome challenge. I truly enjoy people and working directly with the clients daily. When not working I enjoy a variety of outdoor activities including horses. My personal goal is to continue being a contributing member of the Mayes team. I look forward to your call and the opportunity to introduce you to our team.
Investment Team
Members of the Investment Team are licensed with Advisory Alpha, LLC, a SEC registered investment advisor.
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, 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, 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
-
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
-
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
-
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.