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

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

Kelsey Rising, 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

Blog Posts

Meet Our Newest Team Member – Sadie Bjornsen Maubet

13 years ago, I was first drawn to Alaska as a Seawolf. Having grown up in a family of five, I learned pretty early how to go after what I wanted. At a young age, if we weren’t running around the mountains like little billy goats, we were on the construction site pounding nails with my parents’ construction business. […]
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What is Employment Practices Liability Insurance and Why Should You Be Aware of It?

As an employer, what do you need to be concerned about? That is a loaded question that I know and understand as a business owner in Anchorage. We could spend months discussing the new risks that we are seeing with the Pandemic but who has time, so let’s just focus on one thing at a […]
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Turning Point?

There’s no getting around the fact that Alaska’s aggregate economic performance since 2015 has been downright dismal. We’ve taken the one-two punch of collapse in oil prices followed by a global pandemic. We’re one of the few states that has yet to recover more than 50 percent of the jobs lost in the pandemic. The […]
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