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:
Investment Team
Laura Bruce CFP®, ChFC®
Director
APCM Wealth Management for Individuals 2014-Present
Alaska Permanent Capital Management 2007-Present
First National Bank of Anchorage, Trust Officer/Portfolio
Development 2002-2007
More
Legacy Wealth Strategies, Owner/Consultant 2002-2007
Wachovia Securities, Financial Advisor/Institutional
Relationship Mgr. 1999-2002
Bank of America, VP Private Bank Portfolio Mgr. 1994-1999
University of Wisconsin-Whitewater, BBA
University for International Studies, Madrid Spain
CERTIFIED FINANCIAL PLANNER™, American College
Chartered Financial Consultant®, American College
Series 65 License
Cathie Straub, CPA, CFP®
Director
Alaska Permanent Capital Management 2009 – Present
Financial Resources, Inc. 1991-2009
Ernst & Young, CPAs 1985-1991
Miami University, Oxford, OH, Cum Laude BS Business (Accounting & Finance)
CERTIFIED FINANCIAL PLANNER™
Certified Public Accountant
Certified Divorce Financial Analyst
Series 65 License
Marietta Hall, CFP®
Senior Advisor
Alaska Permanent Capital Management 2016 – Present
Lincoln Financial Advisors, Advisor 2007-2016
Lincoln National Life, Advisor 1992-2007
KMS Financial, Advisor 2004-2007
Benefit Securities Inc., Advisor 1992-2004
Washington State University, BA Finance
University of Alaska, Anchorage
CERTIFIED FINANCIAL PLANNER™, College for Financial Planning
Series 65 License
Meghan Carson, CPA, CFP®
Financial Advisor
APCM Wealth Management for Individuals, Financial Advisor, 2019 – Present
Thomas, Head & Greisen, PC, Staff Accountant 2017-2018, Senior Staff Accountant 2018-2019
The Moose’s Tooth, Bartender & Cashier, 2014-2016
Alaska Permanent Capital Management, Intern, 2016
Alaska Department of Revenue – Tax Division (Economic Research Group), College Intern IV, 2015-2016
UAA Department of Economics, Teaching & Research Assistant 2014-2015
Kanady Chiropractic Center, Insurance Manager/Assistant Office Manager, 2007-2016
University of Alaska Anchorage, BBA Accounting
University of Alaska Anchorage, BA Economics
Certified Public Accountant
CERTIFIED FINANCIAL PLANNER™
Series 65 License
Connor Michael, CFP®
Financial Advisor
APCM Wealth Management for Individuals 2018-Present
Alyeska Ski Club Freeskiing Team, Program Director/Head Coach 2017-Present
Naniq Global Logistics, Technical Specialist 2016-2018
Alaska Mental Health Trust Authority, Trust Land Office, Intern 2015
Boslough Construction, Summers 2012-2014
Western State Colorado University, BBA
Series 65 License
Nic Cohen
Associate Financial Advisor
APCM Wealth Management for Individuals 2019-Present
Alaska USA Financial Planning & Investment Services (Series 66 with CUNA Brokerage), Financial Advisor Assistant 2017-2019
Denali Federal Credit Union Investment Services (Series 66 with CUSO Financial), Registered Financial Assistant 2016-2017
Waddell & Reed, Financial Advisor 2016
AXA Advisors, Financial Advisor 2015
Northern Arizona University, BSBA Finance
Series 66 License
Wenwen Dong, CFP®
Associate Financial Advisor
APCM Wealth Management for Individuals 2020 – Present
AIG Retirement Services, Financial Advisor 2020
Empower Retirement, Retirement Plan Advisor 2019
Vanguard Group, Retirement Plan Representative 2016-2019
Transamerica Life Insurance Inc, Insurance Agent 2015-2016
University of Oregon, M.A.
University of Wuhan, B.A. Biotechnology
CERTIFIED FINANCIAL PLANNER™
Life Insurance
Leah Ricks
Associate Financial Advisor
APCM Wealth Management for Individuals, Associate Financial Advisor, 2020 – Present
All Alaska Tours, Product Manager 2015 – 2020
University of Alaska Fairbanks, MBA
Western Washington University, BA Economics
Series 65 License
Kelsey Rising
Associate Financial Advisor
APCM Wealth Management for Individuals 2021 – Present
BP Exploration Alaska, Supply Chain Management 2010 – 2020
University of Nevada – Reno, BS Business
Certified Professional in Supply Management (CPSM)
Series 65 License
Amber Frizzell, AIF®
Director of Operations and Marketing
APCM Wealth Management for Individuals 2020 – Present
Alaska Permanent Capital Management 2013 – 2020
Alaska Humanities Forum, Project Director 2009 – 2013
Whitworth University, BA Business
Management/International Business
Accredited Investment Fiduciary®
Mary Kate Herndon, FPQP™
Operations Manager
Alaska Permanent Capital Management 2011-Present
University of Alaska Anchorage, BA Psychology
Financial Paraplanner Qualified Professional™
Krista Dennison
Operations Specialist
Alaska Permanent Capital Management 2018 – Present
Wesleyan University, BA in Russian and Soviet Studies
Cally Eberhardt
Operations Specialist
APCM Wealth Management for Individuals 2019 – Present
First National Bank Alaska Wealth Management Department 2007 – 2019
Kim Butler, CFP®
Compliance Officer
Alaska Permanent Capital Management 2021 – Present
Alaska Permanent Capital Management 2014 – 2020, Financial Advisor
MacroTrend Strategies, Financial Planning Assistant 2013-2014
Charles Schwab & Co., Registered Representative 2011-2013
University of Alaska Anchorage, BBA Finance
Golden Gate University, MS Financial Planning
CERTIFIED FINANCIAL PLANNER™
