Alaska Wealth Advisors

Start Your Journey to Financial Success

Take control of your financial future and make informed decisions with the help of a trusted financial advisor. Start your journey towards financial success today!
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Secure Your Financial Well-Being

Don't let uncertainty hold you back. Partner with a qualified financial advisor who will provide personalized solutions and guide you towards achieving your financial goals.
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Get Personalized Financial Solutions

Don't settle for generic advice or guesswork – connect with a skilled financial advisor who will provide you with personalized solutions and strategies tailored to your unique circumstances and aspirations.
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Investment Management

We embrace our fiduciary duty and place our clients' interest first.

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CFP® Professionals

With a team of Certified Financial Planner™ practitioners, we commit to give your wealth purpose.

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Transparent Fees

Our fee schedule makes it easy to know what you pay.  Commission-free, our clients' fees are our only source of revenue.

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Expert financial guidance gives our clients the freedom to live without anxiety, empowering them on a path to secure a financially confident future.

Whether you’re planning for retirement, managing investments, saving for a child’s education, or simply seeking financial stability, Alaska Wealth Advisors can be your trusted partner. We have the knowledge, experience, and tools to help you navigate the ever-changing financial landscape and make informed decisions that align with your goals.

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EXPLORE OUR SERVICES
Alaska Wealth Advisors has provided me with sound, well-researched, personalized investment plans. The advisors helped me navigate a most difficult transition in my life with the death of my husband. They have brought me peace- of-mind in knowing that I have a team willing to discuss all the financial issues that I will face in the future.
— Anonymous
I have been with Alaska Wealth Advisors for over 10 years and the first thing that comes to my mind is trust. Cathie and her team not only restored my financial hopes but have guided me in the direction to make sound financial decisions. Now I am happily looking forward to retirement, and I am so grateful for their guidance throughout the years.
— Shelly W.
I feel supported, listened to, and financially very well cared for. Meghan and Leah are excellent communicators, always available by phone, email or in person. They respond to my questions and concerns clearly and quickly with a reassuring level of knowledge. The guidance they give me for my future financial planning is invaluable. I am so fortunate to be working with my team at Alaska Wealth Advisors.
— Ellyn D.
From the first meeting with the staff at Alaska Wealth Advisors we knew we had done the right thing by asking them to take the lead in managing our assets. Their professionalism, attention to detail and the depth of knowledge throughout the organization have caused consistent growth in our assets and peace of mind at home. Thank you Alaska Wealth Advisors.
— Dan B.
Working with Alaska Wealth Advisors has given me confidence in my financial future that I wouldn't have enjoyed otherwise. I appreciate the transparency and honest feedback I've received through the years while, together, we navigate the ever-changing market with positive results.
— Lizbeth M.

Your Financial Partners

Meet our team of highly skilled and experienced financial professionals who are dedicated to helping you achieve your financial goals.

MEET OUR TEAM
Laura Bruce, CFP®, ChFC®
Chief Executive Officer
Dave Valdez, CWS®, CLU®, ChFC®, AIF®
Chief Operating Officer
Amber Frizzell, AIF®
Chief Marketing Officer
Kirsten Halpin, CFA®, CAIA®, FRM®
Director of Investments
Meghan (Carson) Muñoz, CPA, CFP®, CDFA®
Senior Financial Advisor
Connor Michael, CFP®
Senior Financial Advisor
Brandon McKerney, CFP®
Senior Financial Advisor
Nic Cohen, CFP®
Financial Advisor
Leah Levingston, CFP®
Financial Advisor
Aracelis Bell
Financial Advisor
Matt Knell, CFP®, AIF®, AAMS®
Financial Advisor
Derek Stone
Associate Financial Advisor
Nicole Squires
Associate Financial Advisor
Sierra Steele, ChFC®
Associate Financial Advisor
Zoe Moorman
Associate Financial Advisor
Mary Kate Herndon, FPQP™
Operations Manager
Cally Eberhardt
Client Service Manager
Trisha Rowansi, FPQP®
Client Service Associate
Vladislav Finko, PCM®
Marketing Specialist
Rama Dandekar
Associate Financial Advisor
Antigone "Tig" Zervas, FPQP®
Associate Financial Advisor

Empowering Financial Knowledge

We aim to provide valuable information and actionable tips to help you make informed decisions and achieve financial success. Stay tuned for regular updates and empower yourself with the knowledge to secure a brighter financial future.

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New Tax Legislation Explained: A Financial Advisor’s Guide to the OBBBA

Financial planners and clients alike have been preparing for the expiration of key provisions in the 2017 Tax Cuts and Jobs Act for many years...

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Financial Tips for Parents Sending Kids to College

Sending a child to college is a momentous occasion, often bringing pride and excitement to families. Whether in or out of state, college is a...

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Building an Emergency Fund: Why It’s Essential and How to Get Started

As financial planners, we enjoy discussing future retirement goals, long-term investments, and strategies for building wealth over time. But there’s a key piece of planning...

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Elder Abuse Awareness

When the United Nations formally recognized World Elder Abuse Awareness Day, the goal wasn’t just to mark a date. It was to shine a light...

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Alaska Energy Sector Employees – Making the Most of Your Benefits

If you’ve spent years building a career in the oil and gas industry, chances are your compensation includes employer stock, well-structured retirement savings plans, pensions,...

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Meet our summer intern – Alex Bruce

I’m Alex Bruce, a student at Grand Canyon University, preparing to enter my senior year, majoring in Finance with an emphasis on Personal Finance. Coming...

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