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, CFP®, Financial Advisor
Tuan Graziano, Associate Financial Advisor
Leah Levingston, Associate Financial Advisor
Sadie Bjornsen Maubet, Associate Financial Advisor
Stan Moiseev, 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
Inflation, Weathering the Storm
Central banks are working to curb inflation, and we are beginning to see some positive signs that inflation created by supply chain disruptions is easing while inflation generated by consumers’ excess demand will slow as economic growth continues to slow. Nevertheless, high inflation has created a challenging return environment in 2022. Your team at APCM […]
Read More Free Wills Clinic and Why Estate Planning Matters
Talking about death is not easy. Despite the fact that humans, by our very nature, expire, it is difficult to confront the idea that, someday, we will not be here with our loved ones. Or our loved ones will not be here with us. But it is a truly important conversation to have; our deaths […]
Read More 2022 Year-End Planning
As the end of 2022 approaches, we want to remind you of some important dates and potential planning strategies to execute. Tax Strategies: Required Minimum Distributions (RMDs) from IRAs: unless this is your first year of RMDs, the penalty for not taking your RMD by the end of the year is 50% of the RMD. […]
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