Seven years ago, Christine and I (Matt) sat on our porch in Ketchikan and dreamed about a Financial Advisory firm that would build upon the principles of our founders, Jim and Mary Lynn Dahl. We had a vision to elevate the work done in our industry and genuinely help clients (many of you are more like dear friends) realize important goals for the future; your 'GREAT THING'.... As we now surpass $100 Million in assets managed, Christine and I strongly believe that to be selfless with our lives is to not just make a great business for us, but rather raise up other professionals to expand our firm's good work so that other clients can also be served and reach their GREAT THING. Christine's passion for mentoring female advisors is as strong as ever and we are excited to see very gifted team members join Blue Anchor.... Read the entire note in the link
Blue Anchor Wealth Advisors
投资管理
Ketchikan，Alaska 17 位关注者
Nurturing your financial growth with personalized service
关于我们
Blue Anchor is an independent Registered Investment Advisory firm. We take our independence seriously because it allows us to focus on you. Our mission is to provide customized personal service while safeguarding and growing the financial assets that we manage for you. Specializing in Financial Planning, Investment Advice, Retirement Planning, and Divorce Planning. We seriously enjoy what we do with more than $90 million in assets under management and spread across the U.S. – yet maintaining a relationship that is built on continual contact and personal conversations.
- 网站
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https://blueanchorwealth.com/
Blue Anchor Wealth Advisors的外部链接
- 所属行业
- 投资管理
- 规模
- 2-10 人
- 总部
- Ketchikan，Alaska
- 类型
- 私人持股
- 创立
- 2003
- 领域
- Financial Planning、Investment Advice、Retirement Planning、Divorce Planning、Small business planning and funding strategies、College savings plans、Charitable Giving、Women Investors和Widows
地点
Blue Anchor Wealth Advisors员工
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Mark Panfil
Managing Director/Portfolio Managing Director/Managing Director-Alternative Investments/Sports and Entertainment Director-Financial Advisor at Blue…
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Melissa Randall
Real Estate Broker-Short Sale specialist at Blue Anchor Advisors
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Matt Eisenhower, CRPC,? NACM?
Managing Partner at Blue Anchor Wealth Advisors, LLC
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Tawnya Dillard
Client Relationship Management Financial Planning Associate
动态
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We are excited to announce that Katherine Tatsuda will be joining the Blue Anchor team next month. As many of you know, Katherine is a leader in the community bringing a dynamic and diverse set of skills to our firm.?Katherine comes from a remarkable family legacy—the Tatsuda IGA Grocery store, which served the community for over a century with unwavering compassion and care. This rich heritage of supporting residents through both everyday needs and challenging times resonates deeply with the values we uphold at Blue Anchor. Katherine is passionate about continuing this legacy by empowering individuals during significant life transitions through financial advising. Katherine is currently preparing to become fully credentialed as a financial advisor and will be focusing on clients in the Ketchikan office. She will be working closely with Tawnya Dillard to offer assistance to clients that Christine and Matt serve as credentialed advisors. She also brings a host of other talents in the area of marketing, sales, and community engagement to help grow and sustain the services we offer. Please join with us in welcoming Katherine.
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