Your Team

Planning a financial roadmap can only be achieved through collaboration

Alterra Advisors - Lindsey Korneliussen

Amber Walsh

Director of First Impressions

Craig Hamilton - Alterra Advisors

Craig Hamilton

Strategic Advisor

Alterra Advisors - Davonta Martin

Davonta' Martin

Planning Associate

Alterra Advisors - Grant Monson

Grant Monson

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

Alterra Advisors - Steve McMartin

Joseph Kuehn

CFP®
Financial Advisor

Alterra Advisors - Josh Whelan

Josh Whelan

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

Alterra Advisors - Lindsey Korneliussen

Laura Horne

Operations Coordinator

Mallory Hall - Alterra Advisors

Mallory Hall

CFP®, CPWA®
Financial Advisor

Alterra Advisors - Lindsey Korneliussen

Nikki Wright

Director of Client Care

Alterra Advisors - Ryan Colis

Ryan Colis

CFA®, CFP®
Partner, Financial Advisor

Alterra Advisors - Serah Na

Serah Na

Client Care Coordinator

Alterra Advisors - Zach Hamilton

Zach Hamilton

Financial Advisor