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, Associate Financial Advisor
Leah Levingston, Associate Financial Advisor
Sadie Bjornsen Maubet, 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
What Are Financial Conditions and Why do They Matter?
Economic growth needs to slow for inflationary pressures to decline meaningfully, and currently, all eyes are on the Federal Reserve policy changes. However, movements in financial markets are another major factor important to assessing the economic outlook. What Are Financial Conditions? The term “financial conditions” describes the environment for business and consumer spending. When we […]
Read More Housing: A Seller’s Market for How Long?
There’s a service whose “price” gone up 80 percent in the last six months and that’s the 30-year mortgage. Rates for a 30-year mortgage have risen from 3.1 percent last December to nearly 5.6 percent this past week. That increase has driven the monthly cost of said mortgage (with taxes and insurance) on a $300,000 […]
Read More Anatomy of a Scam
Cybercrime and fraud are serious threats and constant vigilance is key. Cyber criminals exploit our increasing reliance on technology. Methods used to compromise a victim’s identity or login credentials – such as malware, phishing, and social engineering are increasingly sophisticated and difficult to spot. The story below from one of our clients, shared with her […]
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