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:


Dave Valdez, CWS®, ChFC®, Director of Enterprise Growth Strategy

Marietta Hall, 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


Amber Frizzell, AIF®, Director of Operations and Marketing

Mary Kate Herndon, FPQP™, Operations Manager

Krista Dennison, Operations Specialist

Cally Eberhardt, Operations Specialist

Blog Posts

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 […]
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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. […]
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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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