Ryan Halterman CFP®, ChFC®

Director of Operations & Advisor

Ryan has spent his life surrounded by the financial services industry learning from his father Todd Halterman along the way. Ryan grew up in Tri-Cities, Washington until he decided to attend Eastern Washington University in which he graduated in 2019 with a Bachelor of Arts in Finance.

Ryan worked for the university where he helped develop and run the EWU Center for Entrepreneurship which won numerous awards for best upcoming program in the nation. Ryan's time spent in the Center for Entrepreneurship has provided him with the tools to help create business plans for people's lives helping them with their life goals.

Ryan joined the financial services industry immediately out of college which has led him to joining Alpha 3 Wealth Management in 2021. Ryan is focused on educating families and business owners on holistic financial planning as well as helping the firm with its marketing and technology systems. He currently holds the CFP® and ChFC® designations.

In his free time, he likes to play on Lake Coeur d'Alene with family, help support his alma mater, and vacation. Ryan also has a big passion for Health and fitness.

Evan Harris

Director of Client Relations

Originally from Minnesota, Evan spent most of his adult life in San Diego and the Los Angeles area, cultivating a career in customer service, hospitality, and team management. Graduating from the University of California in 2006 with a Bachelor of Arts in English and Literary Criticism gave Evan a solid foundation for communication and critical thinking that translates to nearly any field.

Evan spent six years working for Marriott in San Diego’s Gaslamp quarter expanding his customer service and team management skills. While there, he earned the Department Star award for leading the front office team to score exceptionally high on their nationally ranked customer service scores. He also spent four years managing accounts for a fulfillment company in the Los Angeles area. Some of those accounts included FOX, Disney, and SpaceX, to name a few. Evan is excited to bring his customer service experience to a new field where he can really make a positive difference in people’s lives and create lasting connections.

Evan has a passion for music, and he loves to golf, fish, and hike. Thankfully, he doesn’t have to score well on the course, or catch any actual fish to enjoy himself outdoors.

John “JT” Moore

Operations Associate

John “JT” Moore is a Marine veteran with a strong background in security and law enforcement. After serving in the Corps, he worked as a private security contractor while earning his criminal justice degrees, later serving as a parole officer.

His experience—from personal training and youth mentorship to residential construction—reflects a lifelong commitment to protecting and supporting others. Recognizing financial well-being as a key part of personal security, he joined the Alpha 3 team to continue serving clients in a meaningful way.

As an Operations Associate, he specializes in operations and business processing, ensuring the accurate and timely execution of client requests, account maintenance, and back-office workflows. Known for his attention to detail, reliability, and client-focused mindset, JT helps keep the firm’s operations organized, compliant, and running smoothly.

In his free time, he enjoys life with his wife and son, renovating their home, and trying new things.

Brian Ross

Operations Associate

Brian was born in San Jose, California, grew up in Seattle, and moved to Post Falls, Idaho, in 2020 with his wife of 24 years and their dog, Harley Quinn. He brings more than 30 years of customer service experience across several industries, including insurance, real estate, and financial services. Brian takes an old-school approach to service—putting clients first, communicating consistently, and doing what it takes to ensure they are well cared for.

As an Operations Associate, Brian specializes in operations and business processing, helping ensure the accurate and timely execution of client requests, account maintenance, and back-office workflows. His extensive customer service background and attention to detail make him a valuable part of the Alpha 3 team.

Outside the office, Brian enjoys football (49ers), hockey (Kraken), and cheering on the Mariners during baseball season. He also enjoys golfing, bowling, biking, cooking, exploring local restaurants with his wife, and spending time with family. One of his favorite traditions is preparing his father's spaghetti sauce recipe.

Brian is also passionate about supporting local Veteran charities and especially enjoys participating in Alpha 3 events that give back to Veterans and the local community.

Amy Zimmerman

Executive Assistant to Cortino Garcia

Amy is our Meridian/Eagle office Executive Assistant and Client Care Manager. Amy grew up in Washington state and has lived all over the Northwest. She has a long-standing career in customer service and management. She’s worked many years in the field of coffee and will chew your ear off on the subject if you get her started. She and her husband, Paul, have recently returned to Idaho after living two years in Oregon. They love Boise including its outdoor recreation and small-town feel.

Amy loves water. She’ll choose a water activity over just about any other activity given the chance. A perfect afternoon includes taking her 5-year-old Lab/Border Collie to the river to play or time on her stand up paddle board. She also loves gardening and hanging with her husband and two dogs, Lewis and Erik.

Amy’s husband, Paul, has worked as a Project Manager for Sterling Communications in the field of managed IT services for nine years. He has a serious passion for golf and anything related to golf. Amy is more serious about having fun with golf on beautiful weather days and loves supporting Paul in his passion.

Amy and Paul proudly share two lovely adult sons, a daughter-in-law and one grandson. Son Tyler and his wife Kym live in Vancouver, Washington with their 12 year-old-son, Porter. Son Isaiah currently lives in Denver, Colorado. Amy and Paul cross their fingers they will all move to Idaho someday.

Brianna Adams

Marketing Associate

Brianna serves as a Marketing Associate for the firm. Her primary responsibilities include managing marketing projects, social media posts, website updates and helping maintain communication with clients to insure their needs are met and they are updated with important information.

Brianna has over 12 years of administrative, marketing and accounting experience in which she utilizes to help our clients to become more involved and aware of firm initiatives and communications. In her free-time she enjoys working out, hiking, traveling and donating her time to various charities and churches to help those who are in need.

Nancy Notetaker

AI Assistant

Nancy Notetaker is a smart AI assistant, seamlessly integrated into our financial planning team. Designed to help streamline meetings and client consultations, Nancy efficiently captures key insights, action items, and important notes, ensuring nothing is missed. With her advanced ability to organize and summarize, Nancy enhances productivity and allows our team to focus on delivering the best financial advice to our clients. Consider her the newest member of the team, always ready to support, assist, and elevate your experience with us!