Service

Alla Aristov

I assist advisors with their client’s administrative needs.

Marisa Viterbo

I work directly with financial advisors to help them best use First Ascent’s strategies and services for their clients.

Walter Gengarelly

What I do here: I develop technology solutions that help advisors serve the needs of their clients. Why I love my job: A typical project allows me to blend analytical and creative thinking along with artistic design. It’s fulfilling to see a need, work to understand the problem, and create something that makes life easier … Read More

Natalie Dilley

I work on the operations team providing client service and day-to-day account administration.

Travis Nelson

I manage all operational and servicing aspects for client accounts, interfacing with advisors, and custodians and vendors.

Karen L. Garcia

I feel that we can make a positive difference for clients and their advisors.

Mac MacKillop

I work directly with financial advisors to help them best use First Ascent’s strategies and services for their clients.

Teresa MacKillop

I set up processes and procedures and manage daily operations.