May 01, 2003 at 04:00 AM
Alaska Financial Associates
809 Water Street
Ketchikan, Alaska 99901
Phone: 907-225-0619
Fax: 907-247-0619
Year practice began: 1987
Number of advisors in office: 1 advisor, 2 administrative staff in Ketchikan; 1 advisor in Anacortes, Washington
Number of clients: 130
Compensation method(s): Retainer fees based on assets under management; also some hourly fees and commissions
Annual retainer fee: $2,000-$10,000
Hourly rate: $200 per hour
Client demographics: Individuals, families, and business owners, most of whom reside in Alaska or Washington
Education: B.A. in social studies from St. John’s University, Minnesota
Previous incarnations: Commercial fisherman, teacher, heavy equipment operator, VISTA volunteer
Professional designation(s): CFP, CLU, ChFC
Outside interests: Traveling, kayaking, spending time outdoors, golfing, volunteering for the Special Olympics of Alaska
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