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 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.
*Awarded at previous firm.
The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Raymond James is not affiliated with the above organizations and/or charitable causes.