Meet Your Advisors
Based in Anchorage, Alaska we provide sound financial advice and portfolio management allowing you to focus on your business, family, and personal goals with a sense of empowerment and well-being. Our investment team members have advanced degrees and professional designations, including:
Advisors
Laura Bruce CFP®, ChFC®, Director
Cathie Straub, CFP®, CDFA®, Director
Dave Valdez, CWS®, ChFC®, Director of Enterprise Growth Strategy
Marietta Hall, CFP®, Senior Advisor
Meghan Carson, CPA, CFP®, Senior Advisor
Connor Michael, CFP®, Financial Advisor
Nic Cohen, CFP®, Financial Advisor
Leah Levingston, CFP®, Associate Financial Advisor
Sadie Bjornsen Maubet, Associate Financial Advisor
Stan Moiseev, Associate Financial Advisor
Kelsey Rising, Associate Financial Advisor
Katelynn Toth, Associate Financial Advisor
Operations
Amber Frizzell, AIF®, Director of Operations and Marketing
Mary Kate Herndon, FPQP™, Operations Manager
Krista Dennison, Operations Specialist
Cally Eberhardt, Operations Specialist
Thinking Beyond the Spreadsheet: Making Your Budget Work for You
For something that is so foundational to every solid financial plan, “budget” can often feel like a four-letter word. To many, the word “budget” evokes thoughts of what you can’t afford rather than what you can. Our job as advisors is to help our clients identify the goals and priorities that matter most, and to […]
Read More Financial Planning Considerations for a Divorce
Individuals are encouraged to plan early and often for goals like homebuying, raising kids, funding education savings accounts, and saving for retirement. People rarely anticipate planning for a divorce, yet careful consideration and advice of the associated financial planning implications are critical to ensure those goals can still be achieved in a reimagined post-divorce future. […]
Read More Meet our newest team member – Derek Stone
My name is Derek Stone, and I am the newest associate financial advisor at Alaska Wealth Advisors. It has been a fast 6 weeks. I started between the end of the fiscal first quarter and tax season, one of our busiest times of the year. Because I started at such an active time, I was […]
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