Team | Altum Wealth Alliance

Team

When you work with Altum, you know exactly who you're working with. No hand-offs, no call centers, just real advisors who know your name and your goals.

Robert Moses

CEO & Founder

Bob brings 25+ years in financial services, specializing in investments, insurance, and holistic planning. His hands-on approach builds deep, multi-generational client relationships that have weathered multiple market cycles.

Candace Krstovic

COO

After nearly 15 years helping Fortune 500 companies improve productivity and safety, Candace brought her drive for making a difference to the financial arena, focused on helping clients build secure, fruitful lives.

Brian Boughner

Principal | CFA | CMT

A CFA charterholder and Chartered Market Technician, Brian has guided clients through every major market event since 1999, built on the conviction that how you manage downturns ultimately determines long-term performance.

Greg Towner

Chief Investment Officer | CFA | CMT

Investing since 1999, Greg leads Altum's investment process and philosophy. A CFA and CMT charterholder, he previously co-managed roughly $1 billion at Sterling Capital and held portfolio roles at Bank of America's Private Bank and Charles Schwab.

Susan Harvell

CCO

A 1997 Wofford College finance graduate, Susan brings nearly three decades across banking, insurance, and investments to her role as Chief Compliance Officer, protecting clients and upholding the firm's fiduciary standards.

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