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Our Wealth Management Firm

Proudly based in Anchorage, Alaska, we provide personalized financial planning advice, retirement planning services, transition planning guidance, and portfolio management. Our sound solutions and depth of experience allow you to focus on what matters most: your family, your business, and your personal goals. We strive to empower you with the knowledge you need to make wise, informed financial decisions and secure your financial well-being. If you’re ready to begin your journey to greater financial success and peace of mind, the Alaska Wealth Advisors team can help. Our experienced team of investment professionals have advanced degrees and professional designations that allow them to provide a high level of client service, including:

Success is not the key to happiness. Happiness is the key to success. If you love what you are doing, you will be successful.

Our Investment Team

The Alaska Wealth Advisors team is a dynamic ensemble of dedicated professionals, each contributing their unique expertise and knowledge to ensure exceptional financial guidance and unwavering support for each client. Together, we offer experience you can trust, personalized solutions to guide you toward your goals, and a commitment to transparency. Take a moment to get to know us!


Laura Bruce CFP®, ChFC®
Dave Valdez, CWS®, CLU®, ChFC®
chief operating officer
Amber Frizzell, AIF®
Director | Operations & Marketing


Marietta Hall, CFP®
Senior Advisor
Meghan (Carson) Muñoz, CPA, CFP®
senior advisor
Connor Michael, CFP®
Financial Advisor
Nic Cohen, CFP®
Financial Advisor
Leah Levingston, CFP®
Financial Advisor
Johnathon Brandt
Associate Financial Advisor
Vlad Finko
Associate Financial Advisor
Stan Moiseev
Associate Financial Advisor
Sierra Steele
Associate Financial Advisor
Derek Stone
Associate Financial Advisor
Nicole Squires
Associate Financial Advisor

Operations & Client Service

Mary Kate Herndon, FPQP™
Operations Manager
Krista Dennison
Client Service Specialist
Cally Eberhardt
Client Service Specialist

Strategic Partners

Start making informed financial decisions – partner with a knowledgeable financial advisor.

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