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, 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
Meet our new Associate Financial Advisor – Tuan Graziano
Born in Vietnam to an Italian American father and a Vietnamese Chinese mother, my family and I were always on the move. My father and I eventually moved back to the US, and he finally decided to retire in the Last Frontier. While I didn’t stay in any one location during my childhood years long […]
Read More Should Crypto-Currencies be Part of Your Strategic Allocation?
One should consider a long list of data, information, and interactions when determining whether an asset should be included in a portfolio. The entire list would be too much to go into here. However, there is a quantitative measure that is very helpful in determining whether, over the long term, an asset would be a […]
Read More Guest Blog: Linda Leary on Growth Mindset
For this week’s blog, we invited Linda Leary to write a few words about her extensive experience in Alaska business. An intriguingly diverse set of titles follows Linda; international trucking and logistics expert, outdoor industry small business owner, expert networker, mother, entrepreneurial mentor, fly fisherman, board member… the list goes on. As multifaceted as Linda’s […]
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