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, 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

Blog Posts

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 […]
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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 […]
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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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