Our Team

Rene began her career as a Financial Advisor in 2002, although her interest in investing and goal setting started at an early age. She holds the designations of Chartered Mutual Fund Counselor, and a Chartered Retirement Planning...

Laurel is a lifelong Alaskan who enjoys balancing play, work and family. Her playtime revolves around running, skiing and interior design. Her career evolved from an interest in personal finance to a passion for business and planning....

Kathleen was born to an Air Force family and moved around the country throughout her childhood. To this day, she still loves to pack and move and discover new places. She moved to Alaska after college so her husband could pursue his...

Kristin joined the team in 2014 as an Advisor Assistant after four years of being an educator in North Carolina. She returned to Alaska, where she was born and raised, upon her husband’s completion of service in the US. Army....

Claire was raised by two wonderful parents in Newton, Massachusetts. She has lived and worked in Alaska since 2012, where she enjoys spending time in the mountains, teaching yoga, and supporting clients to make their financial goals...

Aubrey is originally for Fort Worth, TX and moved to Alaska in 2021 so her husband could pursue his career and dream of living in Alaska.  She has a Bachelor’s in Business Administration and enjoys any opportunity to learn...