“I love what I do,” says AltruVista’s Principal and Founder Ali Nasser. “Communicating opportunities, empowering clients through education, helping them simplify complexity – they all create so much value” said Ali, “We really help our clients spend more time on what’s most important to them.”
Ali works with clients to help them crystalize their lifetime goals and create alignment between their various areas of planning. He ensures the entire advisor team (accountants, attorneys, etc.) has a clear picture of the client’s objectives and is working together to realize them.
In addition to his work at AltruVista, Ali teaches at Rice University for the CERTIFIED FINANCIAL PLANNER™ graduate program, mentors numerous individuals on career and life planning, and is involved with several charitable initiatives through AltruVista’s charitable giving fund. Ali has a degree in Finance from the University of Houston’s Bauer School of Business and is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Estate Planner (AEP®), and Chartered Financial Consultant (ChFC®).
Not surprisingly, Ali sees his work life as interconnected with his own personal goals. “The Wealth with Purpose® Gift Fund, the teaching, the passion for helping entrepreneurs, are all connected both personally and professionally. I feel when you do what you love, you could do it forever, and I’m blessed to be living my dream.”
Joe joins the team from the bold north of Minnesota. He immediately connected with AltruVista’s powerful client-centered approach having spent the past 12 years in a fiduciary capacity advising private wealth households and 501(c)(3) entities. If you ask Joe, he’ll candidly affirm that traditional models of guiding higher net worth clients are inefficient and fraught with conflicts of interest which place barriers between the advisor and households he serves. At AltruVista Joe leads a team of wildly talented advisors and client-support personnel all with a single purpose of caring for our clients and their families. As an investment property owner, he also shares in the entrepreneurial spirit of our clients.
Joe's background in financial services is diverse, ranging from residential and commercial lending to building a client base in the upper Midwest for an Arlington, VA-based Fintech startup. He obtained the CFP® mark in July of 2009 and also holds the APMA® professional designation which focuses on investment portfolio creation and risk mitigation. He doubled majored as an undergraduate earning a BS in Public Administration and BA in Political Science from Winona State University.
Joe and his wife Irina have two children: Joe (4th generation-Joseph) and Liliya. Both children share English and Russian as their primary language. Irina emigrated to the United States in 2004 and met Joe in 2009; they married five years later in beautiful Pismo Beach, CA. It's fair to say that Joe is the only member of the team who watches hockey. He’s also the office’s token Green Bay Packers fan.
Senior Wealth Advisor
As Associate Wealth Advisor for AltruVista, Bekah Broad serves as a primary contact for AltruVista’s clients, both during and after the financial planning process. After meeting with and gathering all data pertaining to the client, she and the planning team work to build a Personalized Wealth Blueprint™.
Helping people actually accomplish their goals and set themselves up for a more successful future and retirement without conflicts of interest is what Bekah says is her favorite part of her job.
Bekah received her Master’s of Science degree in Financial Planning and her Bachelor’s degree in psychology with a minor in Human Development and Family Studies at Texas Tech University. She holds a Series 65 license and is a CERTIFIED FINANCIAL PLANNER™.
She is a native Texan who recently moved back to Houston from Austin. She thinks of Houston as “a very large and culturally diverse city with a lot of opportunity to pursue professional and personal interests.” She loves spending time with her family and friends, and is involved in charitable organizations financially and as a volunteer.
Associate Wealth Advisor
As VP of Operations, Melissa manages the day to day operations of the AltruVista team. She ensures the right people, processes, and technology are in place to optimize the client experience and support AltruVista's growth.
Supplying the team with the ideal resources, so they in turn can provide clients with a superior experience, is what Melissa particularly loves doing.
Melissa earned her Bachelor's in Information Management from Texas A&M University. When she isn't rooting for the Ags, she can be found at every Texans’ home game or planning the next Houston festival to attend with her husband and twin daughters.
VP of Operations
As a Client Service Associate for AltruVista, Sara-Katherine Johnson is responsible for account operations and providing premium client service. She is an experienced support team member. Her role maintains both data for AltruVista and clients.
Sara-Katherine attended Baylor University. She double majored in journalism and professional writing. This prepared her for working with people and details daily, both of which she loves.
When she's not at work, Sara-Katherine enjoys reading anything she can get her hands on. “Anything” includes cookbooks as she's always eager to hunt down a new favorite recipe to create. Her favorite things in Houston are the lawn in front of the Menil Collection and the events at Miller Outdoor Theatre.
Client Service Associate
As an Associate Wealth Advisor for AltruVista, Lynsey Bergeron serves as a central point of contact for AltruVista’s clients, both during and after the financial planning process. Lynsey works directly with our clients and our clients’ advisor teams to develop and build a Personalized Wealth Blueprint™ as well as facilitating wealth management needs.
Lynsey’s passion is partnering with clients to help them determine their objectives, strategizing a plan catered to their needs, and assisting every step of the way on the path to achieve their goals. A CFP™ practitioner, Lynsey graduated with honors from Texas State University, receiving a bachelor’s degree with a dual major in Accounting and Finance. She also holds FINRA Series 6, 7, and 63 registrations.
Lynsey may not be a native Texan – but likes to say she got here as soon as she could! She especially loves Houston and its vibrant culture and has been excited to put down roots. Her fiancé is a native Houstonian and they enjoy spending time with family and friends as well as volunteering and fostering for local animal rescue groups.
Associate Wealth Advisor
Kayllie holds two roles at AltruVista, as our marketing coordinator and Ali’s executive assistant. Kayllie provides an extension to Ali’s office, so Ali can have more time to focus on what he does best. As our marketing coordinator, she manages AltruVista’s brand image and ensures AltruVista is represented to the best of its ability on all marketing mediums.
Kayllie graduated with honors from Texas State University with her Bachelor of Business Administration in Marketing. While in San Marcos, she also cofounded and ran the Texas State Wakeboard Team. Kayllie loves to partake in watersports and really enjoys all activities on the water. On weekends, she loves to head south of Houston to the San Bernard river to spend time with family and friends.
Marketing Coordinator/Executive Assistant
Yvette is a Houston native who enjoys the diversity in food options offered in the greater Houston area. She spends most of her evenings and weekends with her family, friends, and “fur kids” Arisu and Eos, and enjoys technology and games.
At AltruVista, Yvette assists with the coordination of a wide variety of internal operational tasks and maintains the office environment for both team members and clients. She loves and supports the commitment of the team to provide a superior client experience in every way.
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.