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, CPA, CFP®, 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
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
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. […]
Read More 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 […]
Read More 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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