We are pleased to announce that Cally Eberhardt has joined our team as an Operations Specialist, adding to the depth of our back-office operations.
Cally joined APCM Wealth Management for Individuals from working in the trust services and investment management department at a local bank.
Cally moved to Alaska with her family when she was just 2 years-old, raised in Cordova. Her parents owned the grocery store there, where she starting working at a young age and first learned about customer service. After high school, Cally attended college in Seattle and earned her degree in Transportation-Business. After college, she came back to Alaska and while working on the Exxon Valdez oil spill, she met her husband. Around this time, her parents relocated to Palm Springs, California and she followed them. Over the next 15 years, Cally worked her way up from Receptionist to Reservations Manager with a tour company in California.
While in Palm Springs, she loved staying connected with family in Alaska and still went on annual fishing and clam digging trips with her uncle. Then in 2006 an opportunity for her husband brought them back to Alaska. Over the next 12 years, Cally worked her way up from an entry level position at the local bank. We are happy to gain her depth of operations experience with Estates, Trusts, and Investment accounts. On her transition to APCM Wealth Management for Individuals Cally says, “I’m excited to work with the operations team here and I am impressed by the the firm’s adoption of technology aimed at better serving our clients.”