ALTRUVISTA'S MISSION AND CORE VALUES:

"WE CREATE CLARITY, ALIGNMENT, AND PEACE OF MIND FOR YOUR LIFE'S WEALTH"

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MEET THE BUSINESS OWNER FAMILY CFO™ TEAM:

Ali A. Nasser, CFP®, AEP®
CEO
Joe St. Thomas, CFP®, APMA®
Senior Wealth Advisor
Melissa Bushman
VP of Operations
Lynsey Bergeron, CFP®
Wealth Advisor
Carolina Tagtmeyer
Investment Analyst
James Pryor
Associate Wealth Advisor
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Kayllie Cooper
Marketing Coordinator/Executive Asst.
Yvette Wang
Operations Coordinator
Sara-Katherine Johnson
Client Service Associate
Jared Waldrup
Paraplanner
Cade Wofford
Intern

Interested in joining the AltruVista team? Check out our careers page below.

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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.

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

©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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