Empowering financial clarity in the global marketplace

Schedule a Consultation Today

 

TESTIMONIALS


1545355541415.jfif

“It’s rare that you come across as strong a combination of integrity, knowledge, compassion, and skill as you fill find in Vonna. Her reputation as a financial planner and advisor is impeccable for good reason. I had the pleasure knowing Vonna for nearly 20 years am particularly impressed by Vonna’s ability to handle multiple professional, community, and personal projects simultaneously. She never lets the ball drop on any of her commitments and always steps up to offer assistance and insights where ever she can serve. OH! And she has a beautiful office space in downtown Fairbanks. She is the grandest and most generous of hostesses! As an financial planner, advisor, and life mentor, Vonna has my highest recommendation! ” - Terri B.


OUR SERVICES

  • Financial Education

    Take your finances to the next level. Financial and estate planning courses, seminars; individual and group coaching.

  • Financial Guidance

    Portfolio advisory services including portfolio recommendations and second opinion guidance for individuals, business, non profits and foundations