Anchorage Estate Planning Council
Member Directory - Alphabetical by Discipline
Printed on Thursday, September 30, 2021
Accounting | ||
|
Wayne D Eski, CPA
Director Swalling & Associates, P.C. 3201 C Street, Suite 405 Anchorage, AK 99503 Phone: 563-7977 Fax: 561-7683 Email: wdeski@swallingcpas.com http://www.swallingcpas.com |
 David Hannon, RICP® Financial Advisor Eagle Strategies LLC 188 W. Northern Lights Blvd. Suite #1300 Anchorage, AK 99503 Phone: 907-257-5205 Fax: 907-257-5209 Email: dhannon@eaglestrategies.com http://dhannon.net |
Michael R Hanrahan, CPA, CFP®, CBA, CFE, CFF®
Hanrahan & Associates, LLC P.O. Box 92843 Anchorage, AK 99509 Phone: 276-0457 Fax: 276-1130 Email: hanrahan@ak.net http://www.hanrahanllc.com |
|
Cindy L Hulquist, CPA
Thomas, Head & Greisen, P.C. 1400 West Benson Blvd., Ste 400 Anchorage, AK 99503 Phone: 272-1571 Fax: 277-2639 Email: cindyh@thgcpa.com http://www.thgcpa.com/ |
 Lisa M Rogers, CPA President Rogers & Company, CPA, P.C. 738 H Street Ste 200 Anchorage, AK 99501 Phone: 272-5104 Fax: 272-7965 Email: lisa@rogersandco.biz http://www.rogersandco.biz |
Paul J Welp, CPA
Fire & Ice Accounting, LLC 3705 Arctic Blvd. #122 Anchorage, AK 99503 Phone: 907-727-5716 Email: paul.welp@cpa.com |
Administration | ||
|
Mariam Hall
Peak Trust Company Phone: 907-644-5721 Email: anchorageEPC@gmail.com www.anchorageepc.org |
||
CPA | ||
|
Sean Clapper, CPA
Owner Alaska Tax Service, Inc. 1106 E Northern Lights Anchorage, AK 99508 Phone: 907-276-3012 Fax: 907-278-5779 Email: clappersean@yahoo.com www.alaskatax.net |
Michael R Hanrahan, CPA, CFP®, CBA, CFE, CFF®
Hanrahan & Associates, LLC P.O. Box 92843 Anchorage, AK 99509 Phone: 276-0457 Fax: 276-1130 Email: hanrahan@ak.net http://www.hanrahanllc.com |
Meri L Mainwaring, CPA
Thomas Head & Greisen, P.C. 1400 West Benson Blvd., Ste 400 Anchorage, AK 99503 Phone: 907-272-1571 Email: merim@thgcpa.com http://thgcpa.com |
|
Mary Jo Pruszenski, CPA, MST
Owner Mary Jo Pruszenski CPA LLC P O Box 110589 Anchorage, AK 99511-0589 Phone: 907-529-7930 Email: maryjo@maryjocpa.com |
Heather Schrage
Thomas Head & Greisen, P.C. 1400 West Benson Blvd. Suite 400 Anchorage, AK 99503 Phone: 907-272-1571 Email: heathers@thgcpa.com |
Paul J Welp, CPA
Fire & Ice Accounting, LLC 3705 Arctic Blvd. #122 Anchorage, AK 99503 Phone: 907-727-5716 Email: paul.welp@cpa.com |
Financial Planner | ||
|
David Balmer
Edward Jones 2525 Blueberry Rd 202 Anchorage, AK 99503 Email: david.balmer@edwardjones.com |
Al Biss, CFP®, ChFC®
Financial Advisor Edward Jones 9170 Jewel Lake Road,Suite #107 Anchorage, AK 99502 Phone: 907-248-1581 Fax: 877-222-0960 Email: al.biss@edwardjones.com https://www.edwardjones.com/financial-advisor/index.html?CIRN=0PRuP%2B0bawliHbC16NkZfdJZ%2B9q6uGjpPD |
|
|
Laura Bruce, CFP®
Alaska Permanent Capital Management 900 W 5th Avenue Anchorage, AK 99501 Phone: 646-3509 Email: laura@apcm.net |
 Rachel Bunnell, CFP®, CDFA Associate Financial Advisor The Planning Group of the Northwest of Baird 3800 Centerpoint Drive #1120 Anchorage, AK 99503 Phone: 907-677-8340 Email: rbunnell@rwbaird.com http://www.bairdfinancialadvisor.com/planninggroupofnorthwest/ |
 Kimberly Butler, CFP® Financial Advisor Alaska Permanent Capital Management 900 West 5th Ave. Anchorage, AK 99501 Phone: 907-646-3520 Fax: 907-272-7574 Email: kim@apcm.net www.apcm.net |
 Meghan A. Carson, CPA, CFP® Alaska Permanent Capital Management 900 West 5th Ave Ste 601 Anchorage, AK 99501 Phone: 9076463514 Fax: 9072727574 Email: meghan@apcm.net https://www.apcm.net/individual-wealth-management-investment-team/ |
 Damon DeShawn Darby, CFP® Paraplanner Ameriprise Financial 548 Coastal PL STE 8 Anchorage, AK 99504 Phone: 907-222-9801 Email: damon.darby@ampf.com https://www.ameripriseadvisors.com/garret.wong/ |
 Jennifer Doherty, CFP® Director Freestone Capital Management 701 5th Ave 74th Fl Seattle, WA 98104-1214 Phone: 2067077326 Cell: 9072991907 Fax: 2067077399 Email: jdoherty@freestonecapital.com https://www.freestonecapital.com/ |
|
Michael R Hanrahan, CPA, CFP®, CBA, CFE, CFF®
Hanrahan & Associates, LLC P.O. Box 92843 Anchorage, AK 99509 Phone: 276-0457 Fax: 276-1130 Email: hanrahan@ak.net http://www.hanrahanllc.com |
||
 Pat Haugh, CFP® Managing Director Cornerstone Advisors 3601 C Street Suite 1320 Anchorage, AK 99503 Phone: 907-770-0658 Fax: 907-770-0372 Email: patrickh@buildbeyond.com https://www.buildbeyond.com |
 Matt Knell, CFP®, MBA, AAMS® Financial Advisor CUSO Financial Services, LP at Denali Federal Credit Union 440 E 36th Ave Anchorage, AK 99503 Phone: 907.257.7289 Fax: 907.222.5870 Email: mattk.cfsinvest@nuvisioncu.org investatdenali.com |
Connor Michael, CFP®
Financial Advisor Alaska Permanent Capital Management 900 W 5th Avenue Suite 601 Anchorage, AK 99501 Phone: 9072727575 Fax: 9072727574 Email: connor@apcm.net https://www.apcm.net/ |
  Yoshi Ogawa, MSFS, CFP®, AEP®, CAP®, ChFC®, CLU®, LUTCFFinancial Advisor New York Life 188 W. Northern Lights Blvd. Suite 1300 Anchorage, AK 99503-3986 Phone: 9076320854 Fax: 9072575209 Email: yogawa@ft.newyorklife.com www.yoshiogawa.com |
Jelena Radvanji
Financial Advisor Baird - The Planning Group of the Northwest 3800 Centerpoint Drive, Suite 1120 Anchorage, AK 99503 Phone: 9076778300 Email: jradvanji@rwbaird.com https://planninggroupnw.com/ |
|
 Angela G Ribuffo, CFP®, RICP®, ChFC®, CDFA, CLTC® President & Financial Advisor Raion Financial Strategies 240 E. Tudor Rd Suite 105 Anchorage, AK 99503 Phone: 907-565-5466 Fax: 907-561-1103 Email: aribuffo@raionfs.com www.raionfs.com |
Patrick Rumley
KMS Financial Services, Inc. 548 Coastal Place Anchorage, AK 99501 Phone: 222-9812 Fax: 222-9807 Email: patrick.rumley@rumleyis.com |
David L. Stratton
Stratton Financial Management 13115 Beach Cir Anchorage, AK 99515 Phone: 522-1194 Fax: 522-3415 Email: david.stratton@lfg.com |
|
Cathie Straub, CFP®,CPA
VP, Private Wealth Management Alaska Permanent Capital Management 900 West 5th Avenue Suite 601 Anchorage, AK 99501 Phone: 272-7575 Fax: 272-7574 Email: cathie@apcm.net |
 Tom Turner, AEP®, CLU®, MBASelect Planner Sagemark Consulting Private Wealth 2408 Telequana Drive Anchorage, AK 99517 Phone: 522-1194 Email: thomas.turner@lfg.com http://www.sagemarkconsultingak.com |
 Seth S. Weingarten, CFP® Financial Planner Wells Fargo Advisors 3900 C Street #502 Anchoage, AK 99503 Phone: 907 258 6565 Email: seth.weingarten@wellsfargoadvisors.com https://home.wellsfargoadvisors.com/seth.weingarten |
|
Garret Stephan Wong, Chfc
shareholder Capital Management Network 548 Coastal Place Anchorage, AK 99501 Phone: 222-9801 Fax: 222-9803 Email: garret.wong@wong-cmn.com http://www.wong-cmn.com/new/wong-cmn/default.asp |
Jeffry Wright
President Kodiak Trust Company 16600 Centerfield Dr Suite 203 Eagle River, AK 99577 Phone: 9073022990 Email: jeff.wright@kodiaktrust.com Kodiaktrust.com |
|
Funding | ||
|
Laura Bruce, CFP®
Alaska Permanent Capital Management 900 W 5th Avenue Anchorage, AK 99501 Phone: 646-3509 Email: laura@apcm.net |
 Shannon Clem Financial Services Professional Clem Financial 615 E. 82nd. Ave Ste. 104 Anchorage, AK 99518 Phone: 9073823318 Cell: 907.382.3318 Email: shannon@clemfinancial.com www.clemfinancial.com |
David Hannon, RICP® Financial Advisor Eagle Strategies LLC 188 W. Northern Lights Blvd. Suite #1300 Anchorage, AK 99503 Phone: 907-257-5205 Fax: 907-257-5209 Email: dhannon@eaglestrategies.com http://dhannon.net |
|
Karen Hansen, LUTCF
owner/advisor/portfolio manager Woodbury Financial Services, Inc. 1600 A Street Suite 310 Anchorage, AK 99501 Phone: 272-7587 Fax: 272-7587 Email: monylady@gci.net karenhansen.net |
Pat Haugh, CFP® Managing Director Cornerstone Advisors 3601 C Street Suite 1320 Anchorage, AK 99503 Phone: 907-770-0658 Fax: 907-770-0372 Email: patrickh@buildbeyond.com https://www.buildbeyond.com |
Yoshi Ogawa, MSFS, CFP®, AEP®, CAP®, ChFC®, CLU®, LUTCF Financial Advisor New York Life 188 W. Northern Lights Blvd. Suite 1300 Anchorage, AK 99503-3986 Phone: 9076320854 Fax: 9072575209 Email: yogawa@ft.newyorklife.com www.yoshiogawa.com |
|
Ron Trevithick, CLU®,ChFC®, AEP®, CPA, LUTCF P.O. Box 110798 Anchorage, AK 99511-0798 Phone: 444-8392 Email: ron4berta@aol.com |
||
Insurance | ||
|
Shannon Clem Financial Services Professional Clem Financial 615 E. 82nd. Ave Ste. 104 Anchorage, AK 99518 Phone: 9073823318 Cell: 907.382.3318 Email: shannon@clemfinancial.com www.clemfinancial.com |
David Hannon, RICP® Financial Advisor Eagle Strategies LLC 188 W. Northern Lights Blvd. Suite #1300 Anchorage, AK 99503 Phone: 907-257-5205 Fax: 907-257-5209 Email: dhannon@eaglestrategies.com http://dhannon.net |
Andy Hepola
Senior Financial Representative Northwestern Mutual 1016 W 6th Ave, Suite 405 Anchorage, AK 99501 Phone: (907) 272-3509 Fax: (907) 891-7382 Email: andrew.hepola@nm.com andrewhepola.nm.com |
|
Yoshi Ogawa, MSFS, CFP®, AEP®, CAP®, ChFC®, CLU®, LUTCF Financial Advisor New York Life 188 W. Northern Lights Blvd. Suite 1300 Anchorage, AK 99503-3986 Phone: 9076320854 Fax: 9072575209 Email: yogawa@ft.newyorklife.com www.yoshiogawa.com |
Jelena Radvanji
Financial Advisor Baird - The Planning Group of the Northwest 3800 Centerpoint Drive, Suite 1120 Anchorage, AK 99503 Phone: 9076778300 Email: jradvanji@rwbaird.com https://planninggroupnw.com/ |
Angela G Ribuffo, CFP®, RICP®, ChFC®, CDFA, CLTC® President & Financial Advisor Raion Financial Strategies 240 E. Tudor Rd Suite 105 Anchorage, AK 99503 Phone: 907-565-5466 Fax: 907-561-1103 Email: aribuffo@raionfs.com www.raionfs.com |
Law | ||
|
Heidi Borson
Durrell Law Group, P.C. 1400 W Benson Blvd, Ste 370 Anchorage, AK 99503 Phone: 258-3224 Fax: 258-3229 Email: hborson@durrell.com |
Peter Brautigam
Manley & Brautigam, P.C. 1127 W 7th Avenue Anchorage, AK 99501 Phone: 334-5600 Fax: 334-9958 Email: peter@mb-lawyers.com |
Ann M. Bruner
Durrell Law Group, P.C. 1400 W. Benson Blvd., Ste. 370 Anchorage, AK 99503 Phone: 258-3224 Fax: 258-3229 Email: abruner@durrell.com http://councils.naepc.org/Anchorage-AK/splashpages/bruner/bruner.htm |
|
Casey Carruth-Hinchey
Attorney Shaftel Delman, LLC 1029 W 3rd Ave, Ste 600 Anchorage, AK 99501 Phone: 907-276-6015 Fax: 907-278-6015 Email: casey@shaftellaw.com www.shaftellaw.com |
 Jamie Delman Attorney Shaftel Delman, LLC 1029 W 3rd Ave, Ste 600 Anchorage, AK 99501 Phone: 907-276-6015 Fax: 907-278-6015 Email: jdelman@shaftellaw.com www.shaftellaw.com |
Brian W. Durrell
Durrell Law Group, P.C. 1400 W. Benson Blvd., Suite 370 Anchorage, AK 99503 Phone: 907-258-3225 Fax: 907-258-3229 Email: bdurrell@durrell.com http://councils.naepc.org/Anchorage-AK/splashpages/bdurrell/bdurrell.htm |
|
Alexandra Foote-Jones
Durrell Law Group, P.C. AK Phone: 258-3224 Fax: 258-3229 Email: afootejones@durrell.com |
Melanie Iverson-Kaufman
Attorney Foley & Pearson, P.C. 4300 B Street, Suite 400 Anchorage, AK 99503 Phone: (907) 522-2272 Email: melanie@foleypearson.com |
Janella Kamai
Manley & Brautigam, P.C. 1127 W. 7th Avenue Anchorage, AK 99501 Phone: (907) 334-5600 Fax: (907) 334-9958 Email: janella@mb-lawyers.com www.mb-lawyers.com |
 Karl A. Kaufman, J.D., LL.M. Associate Attorney Landye Bennett Blumstein LLP Anchorage, AK Phone: 907-276-5152 Fax: 907-278-6015 Email: karlk@lbblawyers.com https://lbblawyers.com |
Amrit Kaur Khalsa
Law Office of Amrit Kaur Khalsa 4141 B Street, Suite 402 Anchorage, AK 99503 Phone: 277-1595 Fax: 563-0666 Email: amritlaw@pobox.alaska.net |
 Kenneth Kirk Attorney Kenneth Kirk, P.C. 3401 Denali Street #203 Anchorage, AK 99503 Phone: 9072791659 Fax: 9072784119 Email: kenneth@kirkalaska.com http://kirkalaska.com |
|
Lea McKenna, JD
Attorney Durrell Law Group, P.C. 1400 W. Benson Blvd. Ste 370 Anchorage, 99503 Phone: 907-258-3224 Email: lmckenna@durrell.com www.durrell.com |
||
 Abigail O'Connor Owner O'Connor Law 3301 C Street, Suite 207 Anchorage, AK 99503 Phone: 907.795.9050 Email: abigail@alaskatrustlaw.com www.alaskatrustlaw.com |
 William M Pearson, Attorney Shareholder Foley & Pearson, P.C. 4300 B Street, Suite 400 Anchorage, AK 99503 Phone: (907) 522-2272 Fax: (907) 522-6893 Email: bill@foleypearson.com http://www.foleyfoley.com |
Bradley R. Quisenberry
Attorney Anchorage Estate Planning and Probate Services, LLC 800 East Dimond Blvd. Suite 3-396 Anchorage, AK 99515 Phone: 907-223-1148 Email: Brad@AnchorageEstatePlanning.com www.AnchorageEstatePlanning.com |
|
Chelsea Ray Riekkola
Associate Foley, Foley & Pearson, P.C. 4300 B Street, Suite 400 Anchorage, AK 99503 Phone: 907-522-2272 Fax: 907-522-6893 Email: Chelsea@FoleyFoley.com http://foleyfoley.com |
 Amy H. Robinson, JD Owner Fireweed Law Group Anchorage, AK Phone: (907) 331-0455 Email: amy@fireweedlaw.com Fireweedlaw.com |
Mike Schroeder
Durrell Law Group, P.C. 1400 West Benson Blvd., Ste 370 Anchorage, AK 99503 Phone: 907-258-3224 Email: mschroeder@durrell.com www.durrell.com |
|
Charles Schuetze
Manley & Brautigam, P.C. 1127 West 7th Avenue Anchorage, AK 99501 Phone: 907-334-5600 Fax: 907-344-9958 Email: chuck@mb-lawyers.com http://www.mb-lawyers.com |
David Shaftel
Shaftel Delman, LLC 1029 West 3rd Ave, Ste 600 Anchorage, AK 99501 Phone: 276-6105 Fax: 278-6015 Email: dshaftel@shaftellaw.com http://www.shaftellaw.com |
|
Unspecified | ||
|
Kristine Casteel
Peak Trust Company 3000 A Street, Suite 200 Anchorage, AK 99503 Email: kcasteel@peaktrust.com |
Maribeth Conway
Attorney Manley & Brautigam, P.C. 1127 W 7th Avenue Anchorage, AK 99501 Phone: 907-334-5600 Fax: 907-334-9958 Email: maribeth@mb-lawyers.com http://www.mb-lawyers.com/ |
Melissa Fouse
Owner Melissa Fouse Appraisals 3021 Lois Drive Suite 204 Anchorage, AK 99517 Phone: 907 744 5100 Email: melissafouse@mac.com melissafouseappraisals.com |
|
Daniel Grondahl, CIPM
Peak Trust Company |
Nichole Kennedy
Wealth Management Officer First National Bank Alaska 101 W. 36th Ave., Suite 419 Anchorage, AK 99503 Phone: 907-777-4567 Email: NKennedy@fnbalaska.com |
Michelle LeBeau
Anchorage Park Foundation Phone: 907-249-6650 Email: michelle@anchorageparkfoundation.org |
|
Rebecca Martin, CPA
Rebecca L. Martin, CPA 430 West 7th Avenue, Suite 100 Anchorage, AK 99501 Phone: 907-341-3750 Email: rmartin@ak-estate-cpa.com www.ak-estate-cpa.com |
 Christian Muntean, CEPA President Vantage Consulting 6921 BRAYTON DR STE 204 ANCHORAGE, AK 995075601 Phone: 9075227200 Email: christian@christianmuntean.com www.christianmuntean.com |
Adrian Raymond
Financial Planner Edward Jones 1007 W 3rd Ave Suite 302 Anchorage, AK 99501 Phone: 907-274-3263 Fax: 855-379-0909 Email: adrian.raymond@edwardjones.com http://www.edwardjones.com/adrian-raymond |
|
David Rohlfing
Shaftel Delman, LLC 1029 W 3rd Ave, Suite 600 Anchorage, 99501 Phone: 907-276-6015 Fax: 907-278-6015 Email: drohlfing@shaftellaw.com www.shaftellaw.com |
||
Philanthropy | ||
 Anne Garrett, CFRE Comprehensive Campaign Director Alaska Public Media 3877 University Drive Anchorage, AK 99508-4676 Phone: 907-550-8494 Cell: 907-223-4882 Email: agarrett@alaskapublic.org |
Cynthia Libby, MBA, CFRE
Director of Operations Providence Alaska Foundation PO Box 196604 Anchorage, AK 99519 Phone: 907-212-2609 Fax: 907-212-3048 Email: cynthia.libby@providence.org http://alaska.providence.org/giving/ |
 Elizabeth Miller, CFRE Vice President Development & Communications The Alaska Community Foundation 3201 C Street, Suite 110 Anchorage, AK 99503 Phone: 9072496611 Email: emiller@alaskacf.org www.alaskacf.org |
 Harry W. Need IV, MPA, CFRE Senior Director of Philanthropic Services University of Alaska Foundation 1815 Bragaw St Suite 203 Anchorage, AK 99508 Phone: 907-786-4840 Fax: 907-786-1369 Email: hwneed@alaska.edu www.alaska.edu/foundation/ |
Yoshi Ogawa, MSFS, CFP®, AEP®, CAP®, ChFC®, CLU®, LUTCF Financial Advisor New York Life 188 W. Northern Lights Blvd. Suite 1300 Anchorage, AK 99503-3986 Phone: 9076320854 Fax: 9072575209 Email: yogawa@ft.newyorklife.com www.yoshiogawa.com |
Cassandra Stalzer, APR, CAP®
Vice President of Philanthropy United Way of Anchorage 701 w 8th Ave Suite 230 Anchorage, AK 99501 Phone: 9072633829 Cell: 9072239908 Email: Cstalzer@ak.org Www.liveunitedanc.org |
|
Seth S. Weingarten, CFP® Financial Planner Wells Fargo Advisors 3900 C Street #502 Anchoage, AK 99503 Phone: 907 258 6565 Email: seth.weingarten@wellsfargoadvisors.com https://home.wellsfargoadvisors.com/seth.weingarten |
||
Trust Professional | ||
 Matthew Blattmachr, CFP® President & CEO Peak Trust Company 3000 A Street, Suite 200 Suite 200 Anchorage, AK 99503 Phone: 907-278-6775 Fax: 907-258-1649 Email: mblattmachr@peaktrust.com http://www.peaktrust.com |
 Amber Gunn, CTFA Trust Officer Peak Trust Company 3000 A Street Suite 200 Anchorage, AK 99503 Phone: 9072786775 Email: agunn@peaktrust.com www.peaktrust.com |
Pat Haugh, CFP® Managing Director Cornerstone Advisors 3601 C Street Suite 1320 Anchorage, AK 99503 Phone: 907-770-0658 Fax: 907-770-0372 Email: patrickh@buildbeyond.com https://www.buildbeyond.com |
|
Duke Kahumoku
Trust Officer Kodiak Trust Company 16600 Centerfield Dr Ste 203 Eagle River, AK 99577 Phone: 907-302-2990 Email: duke.kahumoku@kodiaktrust.com |
Janet Tempel
Senior Trust Officer Peak Trust Company 3000 A Street Suite 200 Anchorage, AK 99503 Phone: 907-278-6775 Fax: 907-258-1649 Email: jtempel@peaktrust.com |
|
 Brenda Tudor Trust Officer Peak Trust Company 3000 A Street Suite 200 Anchorage, AK 99503-4040 Phone: 9072786775 Email: btudor@peaktrust.com |
Jeffry Wright
President Kodiak Trust Company 16600 Centerfield Dr Suite 203 Eagle River, AK 99577 Phone: 9073022990 Email: jeff.wright@kodiaktrust.com Kodiaktrust.com |
|