Alta Advisor Group

Advisors

Maxwell McLeod

Financial Advisor

Visit Maxwell McLeod's website

Patrick Griffin

Financial Advisor

Visit Patrick Griffin's website

Michael G Griffin

Financial Advisor

Visit Michael G Griffin's website

Daniel Foslid

MBA

Financial Advisor

Visit Daniel Foslid's website


Team

Marisa Hampton

Marisa Hampton

Paraplanner,

Financial Planning Analyst

Personal Intro

Marisa has been with Alta Advisors since 2022. She has a background in Human Resources and System Management, and is a California native who loves video games and crochet.

Roles & Responsibilities

  • Marisa's role as a Licensed Paraplanner is to assist our financial advisors in the financial planning workflow.
  • In her role she provides client relationship support through managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables.
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Nicole Sargent

Nicole Sargent

Operations Manager,

Marketing Specialist

Personal Intro

Nicole has been with Alta Advisors since 2024. She has a strong background in digital marketing, customer service, and eventplanning.

Roles & Responsibilities

  • Nicole assists our financial advisors and clients to complete various business processes.
  • Business processing includes: new account set up, money transfers, rollovers, estate settlements, beneficiary changes, and more.
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Sarah Hardman

Sarah Hardman

Receptionist,

Administrative Assistant

Personal Intro

Sarah joined our practice in 2025. She has a strong background in management and loves spending time outdoors, especially time ather family's cabin in the Uinta Mountains.

Roles & Responsibilities

  • Sarah provides administrative support by scheduling meetings, conducting check-in's, and answering client's questions.
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