We are a dedicated team of highly credentialed wealth management experts. When you partner with us, we leverage our in-house resources and our external expert team to provide perspectives on the latest financial planning and investment management strategies. We do this so we can build a custom plan that strongly aligns with your unique goals and values.
Team Awards & Accolades
Barron's Top Advisor Rankings by State
Sarah Springer, CFP®, CDFA® - Ranked #3 Best-in-State of Alaska in 2025
Sarah Springer, CFP®, CDFA® - Ranked #4 Best-in-State of Alaska in 2024
Grant Shearer - Ranked #6 Best-in-State of Alaska in 2018
America's best financial advisors, organized by state. The rankings are based on data provided by over 6,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
FORBES | SHOOK
Sarah Springer, CFP®, CDFA® - 2024, 2023, 2022
Grant Shearer - 2024, 2023, 2022
Rachel Bunnell, CFP®, CDFA®, MPAS® - 2024
Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management.
FORBES | SHOOK Top Women Wealth Advisors Best-In-State
Sarah Springer, CFP®, CDFA® - 2025, 2024, 2023, 2022, 2021
Rachel Bunnell, CFP®, CDFA®, MPAS® - 2025
The Forbes ranking of America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management.
Working Mother/Shook - Top Wealth Advisor Moms
Sarah Springer, CFP®, CDFA® - 2020
Our annual list has expanded to feature 500 of the most successful mothers working in financial advising today.
FORBES | SHOOK Top Next-Gen Wealth Advisors Best-in-State
Rachel Bunnell, CFP®, CDFA®, MPAS® - 2024
The average age of a financial advisor continues to climb, currently hovering around 56. According to the Certified Financial Planner Board of Standards, less than one-third of advisors today are under the age of 40, compared to industries like say technology where nearly half are under 40. The need for fresh talent in financial advice is critical and Forbes and Shook Research has ferreted out wealth management’s up-and-comers.
FORBES | SHOOK Best-in-State Wealth Management Teams
The Planning Group of the Northwest - 2025, 2024, 2023
Everyday wealth advisors seek to add value for the families they serve—in turn, cultivating deeper and deeper relationships. And as families bring their advisors deeper into the complexities of their lives, the top advisors are responding with teams of specialists to provide tailored service.
The Forbes ranking of America’s Top Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. This qualitative criterion focuses on studying each team’s best practices—service models, investing process, team construct, skill sets, etc.
Team Certifications
One or more members of our team hold the following designations to showcase our dedication and expertise in wealth management.
CFP Designation
A CFP professional has gone through a rigorous experience and ethical requirements in order to provide the knowledge, integrity and professionalism of a financial planner. You can expect a comprehensive view of your financial needs based on your objectives and goals.
WMCP Designation
The Wealth Management Certified Professional (WMCP®) is a foundational designation credential that focuses on comprehensive wealth management education. This designation is designed to give financial professionals the strategic and practical framework to build broadly diversified, tax-efficient portfolios aligned with client goals.
CDFA Designation
A Certified Divorce Financial Analyst (CDFA®) is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future.
