I grew up on a working wheat farm in eastern Washington. My family, who still manages the farm, deserves the credit for preparing me to build a business serving others. My vision to lead Alterra is built on relentless dedication to the success of our clients and the team – I consider them my extended family.

At Alterra Advisors, we help families and business owners use their wealth to enjoy life and provide for future generations and causes they care about through coordinated financial planning and wealth management strategies.

Our clients seek us for a few common reasons:

• They lack coordination across accounts and advisors which creates confusion
• They’re frustrated with the amount and complexity of income, estate, and capital gain taxes they pay
• No one helps them build a unified financial plan for their ideal future, leaving them worried they won’t get there.

We understand this and built our process to help clients gain clarity, make the complex simple by walking them through an expertly guided decision-making process, and implement a plan with confidence.

Typical planning areas inside our comprehensive financial planning and wealth management service:

• Helping business owners transition the business and maintain their income
• Designing retention and compensation plans for key executives
• Passing wealth and businesses to future generations and charities with a focus on reducing estate taxes
• Building tax reduction strategies on wealth and income
• Managing wealth to create stable income without sacrificing growth