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AltruVista Offices

3555 Timmons Lane, Suite 915

Houston, TX 77027

Investment advisory services offered through AltruVista LLC, an SEC registered advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800-765-5201. AltruVista LLC is a separate entity from ValMark Securities, Inc.

AltruVista is credentialed by the Certified Financial Planner Board of Standards, Inc., the recognized standard of excellence for competent and ethical personal financial planning.

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©2016 AltruVista LLC. All rights reserved.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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We utilize a team approach both internally with our staff and externally with our clients’ tax and legal advisors. We combine the resources and support of multibillion-dollar institutions with the service and culture of a boutique.

WHO WE ARE

Ali A. Nasser, CFP®, AEP®
CEO
Bekah Broad, MS, CFP®
Associate Wealth Advisor
Sara-Katherine Johnson
Client Service Associate
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Kayllie Cooper
Marketing Coordinator/Executive Asst.
Jared Waldrup
Paraplanner
Joe St. Thomas, CFP®, APMA®
Senior Wealth Advisor
Melissa Bushman
VP of Operations
Lynsey Bergeron, CFP®
Associate Wealth Advisor
Yvette Wang
Operations Coordinator
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