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Alta Boan

Alta Boan

Senior Register Assistant

I am a Senior Registered Assistant working with Simonson Wealth Management.  I have been in the financial services industry for over 33 years and have worked with John Simonson for 26 years.

I hold both a FINRA Series 7 General Securities Representative (GS) registration and a FINRA Series 63 Uniform Securities Agent State Law registration.  I handle the administrative duties for Simonson Wealth Management.  I love working with our clients.  The day to day interaction with the client is absolutely the best part of my position.  My priority is giving Simonson Wealth Management clients excellent customer service.

Outside of the office I enjoy being with my family and my numerous and varied animals.  I have inherited my mother’s love of gardening.