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At our firm, we believe our approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

We've helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


Margie Birkedal

Financial Advisor


As a member of the Anchorage community for over 30 years, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about. I wasn't always a financial advisor. I graduated from the...

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Vicki Thompson

Financial Advisor and Tax Consultant


Living in Alaska can be a challenge, and I'm excited to be able to team up with clients to help them pursue their dreams through financial planning. Each step we take helps us to ascend the steps to wealth management and financial...

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Michelle Wethington

Tax Professional, Enrolled Agent


Michelle is an Enrolled Agent, authorized to represent taxpayers before the Internal Revenue Service.  It is the highest credential the Internal Revenue Service awards.  Michelle has been preparing taxes for 19 years and...

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