About Alta Wealth

Our Story 

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

Jeff Blatt

Jeff Blatt

Chief Operating Officer

Kim  Chadourne

Kim Chadourne

Business Manager

Client Experience and Administration

Scott Test

Scott Test

Vice President, Client Experience

Michelle Ortiz

Michelle Ortiz

Client Experience Associate

Jamie Zupp

Jamie Zupp

Client Experience Associate

Emilee Hancock

Emilee Hancock

Firm Business Administrator

Financial Planning

Elana Yaffe

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.

Contact Us