At Altmeyer Financial Group,
we treat every client like a member of our family.
We believe in a transparent approach to creating personalized client solutions, just as we would for our own families.
David Altmeyer
Founder, President
David is an experienced Insurance Professional and helps clients work toward their retirement dreams through a well-thought-out strategy for generating retirement income.
At age 21, David got his start in financial services as the youngest employee at a large local firm. He had been introduced to the industry by an advisor his father worked with at the Union Gospel Mission, and it was this advisor’s firm he joined. Eventually, David started Altmeyer Financial Group, where he focuses on building custom income strategies, helping clients feel confident they won’t outlive their money. Carrying on his family’s belief that serving and helping people are more important than making money, David genuinely cares about his clients and the services he provides them, treating them as members of the Altmeyer family.
Away from the office, David enjoys cheering for Gonzaga basketball and Washington State University football, as well as snowmobiling and cars. He and his wife, Jody, have three daughters, Lauryn, Ally and Meghan.
Jonathan Altmeyer
Director of Wealth Management, Partner
Jonathan has worked as an Investment Adviser Representative in the financial services industry since 2012. He is committed to helping individuals and families pursue their long-term financial goals with clarity and confidence. In 2016, he joined the team at Altmeyer Financial, where he now serves as Director of Wealth Management. Jonathan holds a bachelor’s degree in finance and works primarily with clients approaching or in retirement, enjoying the opportunity to build lasting relationships with clients while guiding them through each stage of their financial journey. Jonathan provides investment advisory services tailored to each client’s unique needs.
Jonathan’s approach to advising is shaped by his faith and his upbringing. He grew up watching his parents actively serve and support people in their community, which instilled in him a deep value for helping others. Today, that same heart for service drives him to walk alongside clients as they build a plan for the future and pursue their financial goals.
Outside of the office, Jonathan serves as Treasurer on the board at his church. He and his wife, Karissa, have three children—Addilynn, Kaydence, and Gideon. Together, they enjoy spending time outdoors, exploring new places, and creating meaningful experiences as a family.
Zach Brickner
Investment Adviser Representative
Zach enjoys helping clients gain financial clarity and work toward their goals through personalized financial strategies. He takes pride in guiding clients through important decisions that help shape their financial futures, building long-term relationships rooted in trust and transparency.
Zach began his career in the financial industry after earning a bachelor’s degree in finance from Washington State University. Drawn to the industry for its unique blend of analytical thinking and personal connection, he is committed to helping clients navigate the complexities of financial planning. Zach holds life and annuity insurance licenses as well as a Series 65 securities license.
Outside the office, Zach enjoys spending time with his wife, Alli, and their daughter, Mia. The family lives in Spokane, Washington, where Zach has spent his entire life. In his free time, he loves camping, hiking, fishing and exploring the great outdoors with his family and their dachshund, Phoebe.
Selena Eaton
Chief of Growth and Human Resources
Marissa Strong
Service Specialist
Quincy Frohlich
Front Desk Administrative Assistant
Patrick Coleman
Planning Support Specialist
Jody Altmeyer
Chief Family Officer and Executive Partner
