We embrace our fiduciary duty and place our clients' interest first.
With a team of Certified Financial Planner™ practitioners, we commit to give your wealth purpose.
Our fee schedule makes it easy to know what you pay. Commission-free, our clients' fees are our only source of revenue.
Expert financial guidance gives our clients the freedom to live without anxiety, empowering them on a path to secure a financially confident future.
Whether you’re planning for retirement, managing investments, saving for a child’s education, or simply seeking financial stability, Alaska Wealth Advisors can be your trusted partner. We have the knowledge, experience, and tools to help you navigate the ever-changing financial landscape and make informed decisions that align with your goals.
Your Financial Partners
Meet our team of highly skilled and experienced financial professionals who are dedicated to helping you achieve your financial goals.
Laura Bruce CFP®, ChFC®
chief executive officer
Dave Valdez, CWS®, CLU®, ChFC®
Director of Enterprise Growth
Amber Frizzell, AIF®
Director of Operations & Marketing
Meghan Carson, CPA, CFP®
Senior Financial Advisor
Connor Michael, CFP®
Senior Financial Advisor
Nic Cohen, CFP®
Financial Advisor
Leah Levingston, CFP®
Financial Advisor
Vlad Finko
Associate Financial Advisor
Stan Moiseev
Investment Analyst
Sierra Steele
Associate Financial Advisor
Derek Stone
Associate Financial Advisor
Nicole Squires
Associate Financial Advisor
Mary Kate Herndon, FPQP™
Operations Manager
Krista Dennison
Operations Specialist
Cally Eberhardt
Operations Specialist
Empowering Financial Knowledge
We aim to provide valuable information and actionable tips to help you make informed decisions and achieve financial success. Stay tuned for regular updates and empower yourself with the knowledge to secure a brighter financial future.
Financial Planning Tips for Young Professionals
Financial Planning Tips for Young Professionals As a finance student in my senior year at the University of Alaska Anchorage, I’ve had the unique experience
Creating a Financial Plan for Every Stage of Life
Financial planning is not a one-size-fits-all approach. Just as your financial goals, responsibilities, and priorities change over time, so should your financial strategy. Whether you
Health Insurance – Fall Open Enrollment Periods
As the daylight hours are dwindling, we can look forward to fall and checking off those year-end tasks. Medicare and the HealthCare.gov marketplaces have overlapping
Financial Planning Tips for Young Professionals
Financial Planning Tips for Young Professionals As a finance student in my senior year at the University of Alaska Anchorage, I’ve had the unique experience
Creating a Financial Plan for Every Stage of Life
Financial planning is not a one-size-fits-all approach. Just as your financial goals, responsibilities, and priorities change over time, so should your financial strategy. Whether you