We Work in the Service of Others

Our success depends on our client’s success. And, the only way to achieve our mission is to listen more than we talk and remember how very personal our decisions are to each person we serve. They expect us to do our very best and work at getting better each and every day. We expect the same.

This requires a collaborative team—players with individual skill sets all following the same path. Did you think we were describing our approach to client service? Actually the same things also apply to our team members. Care to join our team?

What We Look for in Our Team

Individuals that demonstrate independent thinking, and thrive as a team player.

Independent Thinking

A natural intuition to go above the norm to serve a client and create a wow experience.

Client First Approach

Alterra team members take full responsibility of their role, and seek be better every day.

Taking Ownership

A positive attitude creates the best outcomes, a wow client experience, and it's more fun!

Staying Positive


“Alterra is a down-to-earth group of professionals who genuinely care about people. I’m free to be myself and valued for the unique perspective I contribute to the team. I have fun at work, that’s pretty special!”

— Amber Walsh, Director of First Impressions

"Our culture is what sets us apart as a team. There is no Alterra without our team members. I strive every day to get better at supporting, challenging, and encouraging growth in each person and their career. Then, we can make the biggest impact on the clients we serve – together!"

— Grant Monson, Founder and Financial Advisor

"The Alterra culture and mission are why I’m here. We work hard and laugh hard. We collaborate creatively for our clients, always willing to help each other be our best. I’m excited for growth, personally and as a team!"

— Joseph Kuehn, Financial Advisor

"I love growth and Alterra is the place for growth. We develop as leaders in all aspects of life. It’s an integral part of our daily culture. We expect excellence from one another, but we know how to have fun and genuinely enjoy being together."

— Nikki Wright, Director of Client Care

Thinking of taking the next step?

Exploring your next career move is exciting, yet can also be daunting. Let’s start a conversation, in confidence, to explore your next career move and see if we’re a fit for you.

Current Position Openings

Currently No Openings

There are currently no openings at this time but if you feel you’d be a good fit, we’d always love to hear from you. 

Honored By Others

Recognition by the community that inspires us