Alterra Advisors Recognized as an Inc. Best Workplace 2024

by | Jul 11, 2024 | News

Each year, Inc.com compiles a list of Best Workplaces, companies they feel put people and purpose before profit. It surveys company team members to find out how they feel about the care, culture, mission, and values at their workplace.

I’m proud to say that Inc.com named us to their list yet again for 2024! We truly have a remarkable team that loves our work, cares for one another, and puts people first. This is truly a team achievement!

Congrats to the entire Alterra team!

Sincerely,

Grant Monson, CEO

Alterra Advisors - Josh Whelan

Grant Monson

CFP®, CLU®, ChFC®
Partner, Financial Advisor

About the Author

Grant grew up on a working wheat farm in eastern Washington. Today, he credits his family – who still manage the farm – for preparing him to build a business serving others. His vision to lead Alterra is built on relentless dedication to the success of his clients and the team – his extended family.

Grant’s dad says that he hasn’t worked a day in his life because “it isn’t work when you love what you are doing.” When combined with his mom’s view that “helping others should be part of every day”, Grant’s view of financial planning comes into focus. Alterra Advisors is very much a reflection of Monson family values.

Grant earned a bachelor’s degree in business and a master’s in economics at Washington State University. He launched his own financial advising practice over a decade ago, an entrepreneurial quest has become one of the most impactful things in Grant’s life. He loves coordinating the complex financial lives of business owners, bringing a depth of understanding that is rooted in his family’s own experience.

The “Alterra” name was coined by joining the Latin roots “alter”, the origin of the word “altruism” with “terra” meaning earth or land. This name reflects the company philosophy of “clients before profits” and providing firmly grounded advice.

Ready to meet with
our team?

We’d love to have a discussion with you to find out if we’re a fit!

Share This