Altavistawealth.com Website Review

Curious? Click here to subscribe to our Newsletter and get to know the Altavista Team! × Your browser does not support the video tag. I suggest you upgrade your browser.. WE BELIEVE THERE IS NO SUBSTITUTE FOR TIME SPENT WITH CLIENTS. Founded in 2003, our primary concern is to help our clients achieve their financial goals. L. Daniel Akers, Jr. is a financial planning and investment management professional with over two decades of industry experience. He is a graduate of the University of Virginia and holds an M.B.A. from Wake Forest University. Dan is also a Certified Public Accountant. > Our client relationships are anchored in experience, integrity and > knowledge. Logan joined Altavista in 2013.  Logan believes in a comprehensive approach to financial advice which establishes investments and financial planning as means to accomplish client goals.  As Director of Research, Logan coordinates the Altavista Investment Committee, conducts investment an*lysis, compiles economic research and as*esses financial market conditions.  > Our primary concern is to help our clients achieve their financial > goals Kyle R. Boyd is an investment professional with over two decades of experience. Previously, Kyle was Principal with the investment counseling firm of Boys, Arnold and Co., where he served as a senior investment counselor and on the firm’s Investment Committee, handling many of the firm’s largest and most complicated portfolios. He also served as President of Boys, Arnold Trust Company and was responsible for Trust Company planning, formation and management. > Our portfolio of high quality U.S. stocks provides a core or > foundation for a diversified portfolio. Jacqui S. Friedrich is a financial planning and investment management professional with over 25 years of industry experience. She is a graduate of the University of North Carolina Asheville with a degree in Accounting. She is also a Certified Financial Planner®