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Our Wealth Management Firm

Proudly based in Anchorage, Alaska, we provide personalized financial planning advice, retirement planning services, transition planning guidance, and portfolio management. Our sound solutions and depth of experience allow you to focus on what matters most: your family, your business, and your personal goals. We strive to empower you with the knowledge you need to make wise, informed financial decisions and secure your financial well-being. If you’re ready to begin your journey to greater financial success and peace of mind, the Alaska Wealth Advisors team can help. Our experienced team of investment professionals have advanced degrees and professional designations that allow them to provide a high level of client service, including:

Success is not the key to happiness. Happiness is the key to success. If you love what you are doing, you will be successful.

Our Investment Team

The Alaska Wealth Advisors team is a dynamic ensemble of dedicated professionals, each contributing their unique expertise and knowledge to ensure exceptional financial guidance and unwavering support for each client. Together, we offer experience you can trust, personalized solutions to guide you toward your goals, and a commitment to transparency. Take a moment to get to know us!

Leadership

Laura Bruce CFP®, ChFC®
chief executive officer
Dave Valdez, CWS®, CLU®, ChFC®
chief operating officer
Amber Frizzell, AIF®
Chief Marketing officer
Kirsten Halpin, CFA®, CAIA®, FRM®
Director of Investments

Advisors

Meghan (Carson) Muñoz, CPA, CFP®, CDFA®
Senior Financial Advisor
Connor Michael, CFP®
Senior Financial advisor
Nic Cohen, CFP®
Financial Advisor
Leah Levingston, CFP®
Financial Advisor
Aracelis Bell
Financial Advisor
Stan Moiseev
Private wealth investment analyst

Nicole Squires
Associate Financial Advisor

Derek Stone


Associate Financial Advisor
Sierra Steele
associate financial advisor
Caitlin Gohr
Associate Financial Advisor
Zoe Moorman
Associate Financial Advisor
Niconie Manske
Associate Financial Paraplanner

Operations & Client Service

Mary Kate Herndon, FPQP™
Operations Manager
Cally Eberhardt
Client Service Manager
Trisha Rowansi
Client Service Associate
Vladislav Finko
Marketing Associate

Strategic Partners

Start making informed financial decisions – partner with a knowledgeable financial advisor.

Let's Connect

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