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
Marietta Hall, CFP®, Senior Advisor
Meghan Carson, CPA, CFP®, Financial Advisor
Connor Michael, CFP®, Financial Advisor
Nic Cohen, CFP®, Financial Advisor
Tuan Graziano, Associate Financial Advisor
Leah Levingston, 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
Kim Butler, CFP®, Compliance Officer
Red Dress Event
Laura Bruce, CFP®, ChFC®, was invited to present at the Petroleum Club of Anchorage’s popular Red Dress Networking Event this month. Her fresh approach to living and working “like a boss” workshop was a big hit with a full house of women in business. Sadie Bjornsen Maubet, Associate Financial Advisor, highlights the main take-aways from […]
Read More Your Intro to Secure Act 2.0
You likely have seen headlines regarding the recently passed Omnibus bill, and the SECURE Act 2.0 passed within it. The original SECURE Act passed in 2019 with about a dozen changes that impact retirement planning laws and regulations. The newly passed SECURE Act 2.0 contains a slough of changes, some of which will impact you. […]
Read More Celebrating Thirty Successful Years in Business
Hello, Evan Rose here. I’d like to stop for a moment and commemorate a special anniversary. As I slow down to reflect on the past, it also helps me focus on what’s important for the future. It’s easy to get caught up in the business of life and work, to-do lists, and caring for the […]
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