We embrace our fiduciary duty and place our clients' interest first.
With a team of Certified Financial Planner™ practitioners, we commit to give your wealth purpose.
Our fee schedule makes it easy to know what you pay. Commission-free, our clients' fees are our only source of revenue.
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.
Your Financial Partners
Meet our team of highly skilled and experienced financial professionals who are dedicated to helping you achieve your financial goals.
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
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
Investment Analyst
Derek Stone
Associate Financial Advisor
Nicole Squires
Associate Financial Advisor
Sierra Steele
Associate Financial Advisor
Caitlin Gohr
Associate Financial Advisor
Zoe Moorman
Associate Financial Advisor
Niconie Manskey
Associate Financial Paraplanner
Mary Kate Herndon, FPQP™
Operations Manager
Cally Eberhardt
Client Service Manager
Trisha Rowansi
Client Service Associate
Vlad Finko
Marketing Associate
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.
Steady Hands in Shifting Markets: Your 2025 Investment Outlook
Steady Hands in Shifting Markets: Your 2025 Investment Outlook We’re pleased to introduce Kirsten Halpin as the Director of Investments for Alaska Wealth Advisors. Kirsten
Careers with Alaska Wealth Advisors
At Alaska Wealth Advisors, our clients come first—and that begins with building a team of diverse, driven individuals who embody an abundance mindset. Our dedication to fostering both personal and professional growth creates a collaborative and dynamic environment brimming with opportunities for success. From internships to senior leadership roles, we are steadfast in our commitment […]
Building a Legacy: The Evolution of Alaska Wealth Advisors
Building a Legacy: The Evolution of Alaska Wealth Advisors At Alaska Wealth Advisors, we have always been driven by a single mission: to provide exceptional
Steady Hands in Shifting Markets: Your 2025 Investment Outlook
Steady Hands in Shifting Markets: Your 2025 Investment Outlook We’re pleased to introduce Kirsten Halpin as the Director of Investments for Alaska Wealth Advisors. Kirsten
Careers with Alaska Wealth Advisors
At Alaska Wealth Advisors, our clients come first—and that begins with building a team of diverse, driven individuals who embody an abundance mindset. Our dedication to fostering both personal and professional growth creates a collaborative and dynamic environment brimming with opportunities for success. From internships to senior leadership roles, we are steadfast in our commitment […]