Archives: Staff

Laura joined APCM in 2007 as the Director of Client Relations for the Institutional team and transitioned to her role as Owner/Director of Alaska Wealth Advisors when it was formed in 2014. She has over 25 years of broadly diversified investment management and financial industry experience. Laura began her career with Bank of America where […]

Cathie joined APCM in 2009 to work with individual clients, transitioning into her current role as an owner/Director of Alaska Wealth Advisors when it was formed in 2014. Cathie brought years of financial expertise with her from her previous career at Ernst & Young CPAs, followed by 18 years as a partner in Financial Resources […]

Dave holds the Chartered Financial Consultant® and Certified Wealth Strategist® designations. In addition to his role at Alaska Wealth Advisors, Dave also serves as Deputy Inspector General at Joint Force Headquarters at Joint Base Elmendorf Richardson, Alaska. Dave earned his bachelor’s degree in Finance from Seattle University’s Albers School of Business & Economics and later […]

Marietta, who goes by Ed, joined the team in 2016. As a Senior Advisor she brought decades of investment management and financial planning experience as an owner of her own investment management firm started in 1992 until she brought her talents to Alaska Wealth Advisors. Her passion is wholistic wealth management and she enjoys working […]

Meghan joined Alaska Wealth Advisors in a full-time capacity in 2019. She first discovered her passion for this industry during an internship a few years prior, however she took a brief hiatus to begin her career in public accounting and obtain her CPA license having just completed her accounting degree. Always hopeful she would end […]

Connor joined the team in January 2018. As a Lead Advisor, he enjoys working with clients who are engaged in optimizing their wealth accumulation and decumulation through comprehensive planning strategies and are ready to delegate some of those duties to a fiduciary. His clients feel relieved that their plan is coordinated with smart investments that […]

Nic Cohen joined the team in May 2019. Nic’s previous experience with investment programs in local Alaska credit unions provided him with extensive knowledge in insurance analysis and client service. He sought out the Associate Financial Advisor position with AWMI because of the team environment that provides fiduciary management and upholds the value that clients […]

Tuan joined the team as an Associate Financial Advisor in May of 2022, bringing extensive client service experience in investment management and financial planning from his previous role at another financial firm. Tuan is currently finishing his Bachelor of Business Administration in Economics, with a minor in Political Science from the University of Alaska, Anchorage. […]

Leah joined the team in August 2020. She cultivated her planning skills by starting her career in the Alaska visitor industry and made the leap from travel planning to financial planning after earning her MBA from the University of Alaska. She is currently working towards her CFP® designation and revels in the opportunity to connect […]

Sadie joined the team in October 2021. With a career background in Olympic cross country skiing and accounting, she developed her dedication to improvement and growth both on and off the ski trail. Running her own bookkeeping business during her professional ski career allowed her to dip her toes into the world of numbers, enough […]

Stan joined the team as an Associate Financial Advisor in June of 2022. He has bachelor’s and master’s degrees in public administration from State University of Management and recently graduated with honors from Alaska Pacific University (APU) with a Master of Business Administration degree with a concentration in finance. Stan is continuing his education by […]