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  • 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!

  • 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.

  • 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.

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.

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

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

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.

Kirsten Halpin

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 […]

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Laura Bruce CFP®, ChFC®

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 […]

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Kirsten Halpin

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 […]

Read More »

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