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®, 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
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, ChFC®
Associate Financial Advisor
Zoe Moorman
Associate Financial Advisor
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.
Securing Your Future: Reclaiming Lost Retirement Benefits
Many Alaskans, like individuals across the nation, find themselves with unclaimed retirement benefits, often due to career transitions or simply losing track of older accounts.
Unlock Your Full Financial Potential: Integrating Your Retirement Assets for Optimal Results
Are you maximizing the potential of your entire financial portfolio? For many, employer-sponsored retirement accounts like 401(k)s and 403(b)s represent a significant portion of their wealth. Historically, these assets have often remained siloed, managed separately from your overall financial plan. But what if you could integrate them seamlessly, ensuring they work harmoniously with your long-term […]
The Retirement Picture Has Just Changed for Many Alaskans
The retirement picture has just changed for many Alaskans; are you one of them? I am My husband, John, is a math teacher at Romig Middle School, but I met him when we were both young bankers. It wasn’t until after a 10-year career paying into the social security system that he decided to go […]
Securing Your Future: Reclaiming Lost Retirement Benefits
Many Alaskans, like individuals across the nation, find themselves with unclaimed retirement benefits, often due to career transitions or simply losing track of older accounts.
Unlock Your Full Financial Potential: Integrating Your Retirement Assets for Optimal Results
Are you maximizing the potential of your entire financial portfolio? For many, employer-sponsored retirement accounts like 401(k)s and 403(b)s represent a significant portion of their wealth. Historically, these assets have often remained siloed, managed separately from your overall financial plan. But what if you could integrate them seamlessly, ensuring they work harmoniously with your long-term […]