Here’s our story. We look forward to hearing yours.
At Altmeyer Financial Group, our sole focus is YOU.
The Altmeyer Financial Group believes in an upfront and candid approach in pursuing financial independence while creating personalized solutions designed to help maximize the outcomes of our clients’ income, just as we would for our own families.
By using a variety of insurance and investment products, we can help you develop an overall retirement income strategy specific to you and your family. We have a strong team of professionals helping ensure you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement.
Meet David Altmeyer, Certified Financial Educator®
As the founder and president of Altmeyer Financial Group, David Altmeyer, CFE, is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income. He genuinely cares about the service he provides for his clients and treats them as members of the Altmeyer family.
David began his work in financial services at the early age of 21 as the youngest employee in a large local firm. He then worked for Principal Financial Group, in the area of executive benefits. His third year, he was recognized as the highest producer for Principal Financial Group in the Northwest.
In 1981, David started in the industry, and he opened his own firm in 2006. In total, he has worked in the financial services business for more than 35 years alongside clients who are worth up to $150 million.
David’s sole focus is building custom income strategies that clients won’t outlive, through the use of insurance and annuity products. He is a member of The Heartland Institute of Financial Education and holds insurance licenses in Washington, Idaho, Montana and California. David hosts a weekly radio show on iHeart Radio 590 KQNT every Saturday at 8 a.m. and 6 p.m., and also Sunday at 8 a.m.
David’s family has been actively involved with the Union Gospel Mission for more than 40 years; his father was the executive director and his brother, Phil, is the current executive director. In fact, the financial advisor his father worked with at the Union Gospel Mission first introduced him to the financial services industry, and David began his financial career at the advisor’s firm.
Away from the office, David enjoys cheering for Gonzaga basketball, Seattle Seahawks football and Washington State University football, as well as snowmobiling and cars. David is a resident of the Spokane area, where he was born and raised. He is married to his beautiful wife, Jody, a registered nurse, and is the proud father of three daughters: Lauryn, a registered nurse and a Washington State University graduate who is employed at Holy Family Hospital; Ally, a dental assistant; and Meghan, currently abroad in Australia studying at Hillsong.
Meet Jonathan Altmeyer
As an Investment Advisor with Altmeyer Financial Group, Jonathan Altmeyer has a passion for investments and helping clients meet their financial goals. He has served in the financial services industry since 2012 and recently joined the family firm to assist clients with their short- and long-term investment goals.
Jonathan entered the industry working in banking during college. He then interned at Northwestern Mutual and later worked at Edward Jones after graduation. He jumped at the chance to join his uncle, David, in the family business and wholeheartedly agreed to come on board.
Jonathan holds Series 7, 63 and 65 securities registrations in Washington and Idaho. He also maintains life and health as well as property and casualty insurance licenses in Washington and Idaho.
A Spokane native, Jonathan has lived here his entire life. He attended Eastern Washington University and graduated with a bachelor of business administration degree in finance. He met his wife, Karissa, in grade school. Away from the office, Jonathan enjoys volunteering at church, exploring the outdoors and spending time with family.
Schedule a Meeting
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at 509.455.7888 today!
Have Questions for Altmeyer Financial Group?
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.