Your Advisors

Planning a financial roadmap can only be achieved through collaboration
Alterra Advisors - Grant Monson

Grant Monson

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

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Alterra Advisors - Josh Whelan

Josh Whelan

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

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Alterra Advisors - Ryan Colis

Ryan Colis

CFA®, CFP®
Partner, Financial Advisor

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Alterra Advisors - Zach Hamilton

Zach Hamilton

Financial Advisor

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Alterra Advisors - Steve McMartin

Steve McMartin

Financial Advisor

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Alterra Advisors - Steve McMartin

Joseph Kuehn

Financial Advisor Associate

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Alterra Advisors - Lindsey Korneliussen

Amber Walsh

Director of First Impressions

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Alterra Advisors - Lindsey Korneliussen

Laura Horne

Operations Coordinator

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Alterra Advisors - Lindsey Korneliussen

Nikki Wright

Client Care Coordinator

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