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Specialties
Al brings consistency, professionalism and exceptional client care to his role as a financial advisor for over 25 years.
He builds and maintains financial plans for clients and enjoys seeing how his work impacts families across multiple generations. He prides himself on diligence, knowledge, experience and loyalty. He specializes in retirement planning, charitable giving, tax efficiency and legacy planning. He firmly believes in the highest quality and individual service and works hard to build client friendship, respect and trust. Al uses a breadth of sophisticated financial services, planning tools and investment resources available through his partnership with a Raymond James. Prior to joining Raymond James, Al was an advisor with Edward Jones for over 25 years. He graduated from Willamette university in Salem, Oregon, with a Bachelor of Science degree in history. He holds the professional certification of Certified Financial Planner®, Chartered Financial Consultant™ and Certified Private Wealth Advisor™. He has been named to the Forbes Top Best-in-State Wealth Advisors* in Alaska in 2025, 2024, 2023 and 2022. Born and raised in Wasilla, Al is third generation Alaskan. He currently lives in Anchorage with his wife, Shelley, and their children, Anika and David. Outside the office, Al enjoys playing basketball and soccer, working on cars, reading, traveling and spending time with his kids. He is an active member of both the Anchorage International Rotary Club and Porsche Club. He serves on the Anchorage International Rotary Scholarship Foundation and is the current President of the Alaska Adoptions Services Board.
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Always free for clients.
CFP, ChFC, CPWA
Chartered Designations
What do these credentials mean?
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