ALTRUVISTA'S MISSION AND CORE VALUES:
"WE CREATE CLARITY, ALIGNMENT, AND PEACE OF MIND FOR YOUR LIFE'S WEALTH"
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, CFP®
Associate Wealth Advisor
Kayllie Cooper
Marketing Coordinator/Executive Asst.
Yvette Wang
Operations Coordinator
Sara-Katherine Johnson
Client Service Associate
Jared Waldrup
Paraplanner
Sue Ellen Burch
Director of Growth and Innovation
Interested in joining the AltruVista team? Check out our careers page below.
