About Alta Wealth
Our Story
Founded by Diana DeFrate and Katriina Paavola, Alta Wealth Partners was born from a deeply personal vision—to transform wealth management into something more than numbers on a page. We believe it should be about connection, purpose, and the life you truly want to live.
At Alta Wealth Partners, we don’t just manage wealth—we connect the dots, nurture your dreams, understand your unique story, and guide you toward a future that aligns with your deepest values and aspirations. Your success isn’t just our goal; it’s our passion.
Our beliefs
Collaborate to elevate +
At the heart of success lies the strength of teamwork and collaboration. We work to unlock and strive to achieve extraordinary results when diverse minds come together, sharing ideas, expertise, and perspectives. We don’t just work together—we inspire, support, and succeed.
Transparency builds trust +
Trust is earned through honesty, integrity, and unwavering commitment to doing what is right. We create lasting connections built on confidence and respect by fostering transparency, reliability, and genuine care. Whether with clients, partners, or colleagues, trust is not just a value—it is our promise.
Questions spark progress =
Curiosity fuels progress, and a commitment to lifelong learning drives transformation. Growth comes from asking questions, seeking new perspectives, and embracing challenges as opportunities. By staying open-minded, adaptable, and eager to learn, we push boundaries, innovate, and continuously evolve. Growth is not just a goal—it’s a mindset that shapes everything we do.
WOW Experience:
Every interaction is an opportunity to exceed expectations, anticipate needs, and deliver unparalleled service. By paying attention to the details and bringing passion to everything we do, we create WOW experiences that leave a lasting impact. Our goal is not just satisfaction but delight—turning every moment into something remarkable.
Senior Team
Diana DeFrate
Co-Founder
Katriina Paavola
Co-Founder
Jeff Blatt
Chief Operating Officer
Kim Chadourne
Business Manager
Client Experience and Administration
Scott Test
Vice President, Client Experience
Michelle Ortiz
Client Experience Associate
Jamie Zupp
Client Experience Associate
Emilee Hancock
Firm Business Administrator
Financial Planning
Elana Yaffe
Financial Planning Specialist
Let's Get Started
Start Your Journey Today
Ready to take control of your financial future? Let’s connect the dots together! We’ll dive into your situation, explore your aspirations and vision for the future, and align your goals to see if we’re the right fit to help you succeed. Your next step toward clarity and confidence starts here—let’s make it happen together.