Jeremy Rainwater
Co-Founder
RICP®, FSCP®, LUTCF®, CLF®
Jeremy Rainwater is a Co-Founder of Altitude Financial Management. Altitude’s main directive is to provide agnostic advice using comprehensive financial planning as the foundation for each client interaction.
Jeremy is also the Managing Director at MassMutual Northwest. His primary responsibilities are Experienced Advisor recruitment and retention. He also oversees new advisor development and recognition. Jeremy has been in high-level leadership roles since 2010.
Prior to MassMutual and Altitude, Jeremy was a Financial Planner with MetLife Premier Client Group. His focus was providing clients sound financial advice and helping them prepare for life’s financial challenges. He received many forms of recognition for his work.
Jeremy earned his LUTCF designation in 2011 which he received at The American College of Financial Services. Jeremy earned his FSCP designation in January of 2021 also from the American Collage of Financial Services. He completed his CLF designation in April of 2021. Jeremy obtained his RICP designation in March of 2023. He is currently working on CFP designation. He holds a B.A. in Finance and a Minor in Public Relations from Washington State University.
Jeremy grew up in the Pacific Northwest and currently resides in the Wallingford neighborhood of Seattle, WA with his wife Allison and their 135lb Bernese Mountain Dog, Bandon. Allison and Jeremy are expecting their first child this November.
Jeff Casey
Partner
Jeff came to the Pacific Northwest to attend the University of Puget Sound. After graduation in 1978 with a degree in Finance he began his career at Puget Sound National Bank. After twelve years of banking he moved over to become a Financial Advisor with MetLife.
An unexpected change occurred in 2016 when MetLife made a deal with MassMutual* concerning their Financial Advisors. MetLife changed their business focus away from face to face Financial Advisors.
The change to MassMutual has proven to be excellent as MassMutual has been a great partner in their commitment to serve his existing clients and help grow the practice.
The past four years Jeff and Karen have grown the practice substantially. Their merger with Altitude Financial Management is a necessary step in order to continue their path of providing quality service and advice to their existing and future clients.
Adam Trouy
Co-Founder
RICP®, CEPA®
Adam Trouy is a Co-Owner and Co-Founder of Altitude Financial Management, LLC. Founded in August of 2018 and in coordination with his business partner and friend Jeremy Rainwater. Altitude’s main directive is to provide agnostic advice using comprehensive financial planning as the foundation for each client interaction.
Prior to Altitude Financial Management, Adam joined Russell Investments in 2014 as a client service associate. He worked with financial advisors and their support staff to help answer questions on Russell Investments’ products and investment process, generated proposals and was a liaison to Russell Investments’ variety of services.
Adam grew up in Northern California and now resides in Monroe, WA with his wife Kelsey, their son Jackson and daughter Parker, and their Bernese mountain dog Tahoe. He enjoys spending time with his family, the outdoors, basketball, and golf.
He holds a B.S. in Business Operations Management from California State University Fullerton.
Jeremy Rainwater
Co-Founder
FSCP®, LUCTF®, CLF®
Jeremy Rainwater is a Co-Founder of Altitude Financial Management. Altitude’s main directive is to provide agnostic advice using comprehensive financial planning as the foundation for each client interaction.
Jeremy is also the Managing Director at MassMutual Northwest. His primary responsibilities are Experienced Advisor recruitment and retention. He also oversees new advisor development and recognition. Jeremy has been in high-level leadership roles since 2010.
Prior to MassMutual and Altitude, Jeremy was a Financial Planner with MetLife Premier Client Group. His focus was providing clients sound financial advice and helping them prepare for life’s financial challenges. He received many forms of recognition for his work.
Jeremy earned his LUTCF designation in 2011 which he received at The American College of Financial Services. Jeremy earned his FSCP designation in January of 2021 also from the American Collage of Financial Services. He completed his CLF designation in April of 2021. Jeremy obtained his RICP designation in March of 2023. He is currently working on CFP designation. He holds a B.A. in Finance and a Minor in Public Relations from Washington State University.
Jeremy grew up in the Pacific Northwest and currently resides in the Wallingford neighborhood of Seattle, WA with his wife Allison and their 135 lbs Bernese Mountain Dog, Bandon. Allison and Jeremy are expecting their first child this November.
Jeff Casey
Partner
Jeff came to the Pacific Northwest to attend the University of Puget Sound. After graduation in 1978 with a degree in Finance he began his career at Puget Sound National Bank. After twelve years of banking he moved over to become a Financial Advisor with MetLife.
An unexpected change occurred in 2016 when MetLife made a deal with MassMutual* concerning their Financial Advisors. MetLife changed their business focus away from face to face Financial Advisors.
The change to MassMutual has proven to be excellent as MassMutual has been a great partner in their commitment to serve his existing clients and help grow the practice. The past four years Jeff and Karen have grown the practice substantially. Their merger with Altitude Financial Management is a necessary step in order to continue their path of providing quality service and advice to their existing and future clients.
Ali Nelson
Partner
ChSNC®
Partner with Altitude Financial Management. Prior to Altitude Financial Management, Ali interned for the Financial Planning Department at MassMutual Northwest*. Since June of 2018 she helped assist Adam Trouy develop financial analysis for clients. She officially joined Altitude Financial Management in May of 2019.
Ali grew up in Sammamish, WA, and currently lives in Bellevue, WA. She graduated from Washington State University with a degree in Strategic Communications and an emphasis in Advertising.
She is a Chartered Special Needs Consultant who assists families who care for a person with special needs that are facing unique financial challenges.
Caleb Hamlin
Junior Partner
Caleb is a Junior Partner with Altitude Financial Management. Prior to joining Altitude, Caleb was a Financial Services Representative with MassMutual Northwest*. In this role, he built his book of business while developing financial analysis for his clients. He officially joined Altitude Financial Management in June of 2022.
Caleb grew up in Redmond, WA, and currently lives in Seattle, WA. He graduated from Gonzaga University with a degree in business administration, with concentrations in finance and entrepreneurship.
Karen Dimond
Client relationship manager
Karen is a Registered Sales Assistant and client relationship manager. As such she utilizes both aspects in supporting the team of financial advisors, working directly with clients on their various service requests and/or questions, as well as the initial client onboarding process.
Prior to the merger with Altitude Financial Management, Karen has worked directly with Jeff Casey at MassMutual* and prior MetLife since 2002.
Karen grew up on the Puget Sound in Bremerton, WA. She currently lives in Puyallup, WA with her husband Jim and their Australian Kelpie Romi.
Graham Grisoli
Junior Partner
Prior to joining Altitude Financial Management, Graham served as a Financial Advisor with Edward Jones in Mill Creek, WA and San Juan Capistrano, CA. With over 15 years of experience in the financial services industry, he focused on providing his clients with sound and comprehensive financial advise by personalizing plans and portfolios to each of his clients unique goals and needs.
Graham grew up in New Orleans, LA and now resides in Laguna Niguel, CA with his wife Kelly and their two sons, Lucas and Spencer, as well as their German ShortHaired Pointer, Louisiana; or Lou for short. He enjoys spending time with his family, playing soccer and golf as well as going hiking, skiing and fishing.
Graham is an active member in the Type 1 Diabetes community and services as a board member for our local JDRF Pacific Northwest Chapter. Graham holds his Bachelor's degree in Business Administration from the University of Mississippi.
*MassMutual is the marketing name for Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001. Local firms are not subsidiaries of Massmutual or its affiliated companies.