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Tristan D

Series 65

Ketchikan, AK

Blue Anchor Wealth Advisors, LLC

Tristan Dahl is a financial advisor at Blue Anchor Wealth Advisors, LLC in Ketchikan, AK, holding a Series 65 credential. He joined the firm in 2025 and has less than one year of industry experience. Blue Anchor Wealth Advisors provides financial planning, retirement planning, portfolio management, and business advice to individuals, small businesses, charitable organizations, qualified retirement plans, and local municipal governments. The firm serves mostly individual households and pooled accounts, delivering investment advice based on fundamental analysis and emphasizing a financial-planning perspective.

Retirement income strategy Income planning Tax strategies for small businesses Founder/Business Owner Retired
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Fiona C

Series 65

Ketchikan, AK

Blue Anchor Wealth Advisors, LLC

Fiona Capell is a financial advisor at Blue Anchor Wealth Advisors, LLC with one year of industry experience. She holds a Series 65 credential and has previously worked at several companies, including Rover, Mysteries Inc., and Sino-US Corporate Services. Blue Anchor Wealth Advisors provides financial planning, retirement planning, portfolio management, and business advice to individuals, small businesses, charitable organizations, qualified retirement plans, and local municipal governments. The firm emphasizes a financial-planning approach using fundamental analysis and offers discretionary authority only when clients specifically grant it.

Retirement income strategy Income planning Tax strategies for small businesses Founder/Business Owner Retired
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Wayne T

Series 65

Ketchikan, AK

Blue Anchor Wealth Advisors, LLC

Wayne Trana is a financial advisor with Blue Anchor Wealth Advisors, LLC in Ketchikan, Alaska. He holds a Series 65 designation and has one year of industry experience. Prior to joining Blue Anchor, he worked at Sorensen Appraisals Inc for 24 years. Outside of his advisory role, Wayne provides third-party administration services to qualified retirement plans through JV Associates. Blue Anchor Wealth Advisors offers financial planning, retirement planning, portfolio management, and business advice to individuals, small businesses, charitable organizations, qualified retirement plans, and local municipal governments. The firm emphasizes fundamental analysis and a financial-planning perspective, serving mostly individual households and pooled accounts with a fee-only compensation model.

Retirement income strategy Income planning Tax strategies for small businesses Founder/Business Owner Retired
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Matthew E

Series 65

Ketchikan, AK

Blue Anchor Wealth Advisors, LLC

Matthew Eisenhower is a financial advisor at Blue Anchor Wealth Advisors, LLC, holding a Series 65 designation with six years of industry experience. Prior to joining Blue Anchor in 2020, he worked for seven years at PeaceHealth Ketchikan Medical Center. Blue Anchor Wealth Advisors offers financial planning, retirement planning, portfolio management, and business advice to individuals, small businesses, charitable organizations, qualified retirement plans, and local municipal governments. The firm emphasizes a financial-planning perspective with fundamental analysis, serving primarily individual households and also managing pooled accounts such as employer-sponsored retirement plans and public entities.

Retirement income strategy Income planning Tax strategies for small businesses Founder/Business Owner Retired
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Christine E

CFP®

Ketchikan, AK

Blue Anchor Wealth Advisors, LLC

Christine Eisenhower is a CFP® professional with 11 years of industry experience. She has been with Blue Anchor Wealth Advisors, LLC since 2020 and previously worked at Otter Creek Partners for eight years. Eisenhower is also a Certified Public Accountant, though she is not currently practicing in that capacity. Blue Anchor Wealth Advisors provides financial planning, retirement planning, portfolio management, and business advice to individuals, small businesses, charitable organizations, qualified retirement plans, and local municipal governments. The firm delivers investment advice using a financial-planning perspective with an emphasis on fundamental analysis and offers discretionary portfolio management only with client consent.

Retirement income strategy Income planning Tax strategies for small businesses Founder/Business Owner Retired
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Zachary G

CFP®, Series 63, Series 65

Ketchikan, AK

Blue Anchor Wealth Advisors, LLC

Zachary Guffy is a CFP® with seven years of industry experience, currently serving at Blue Anchor Wealth Advisors, LLC. His prior work includes roles at Beacon Pointe Advisors, LLC and JPMorgan Securities LLC. Blue Anchor Wealth Advisors provides financial planning, retirement planning, portfolio management, and business advice to individuals, small businesses, charitable organizations, qualified retirement plans, and local governments. The firm emphasizes a financial-planning perspective with investment advice based on fundamental analysis and manages portfolios primarily with client consultation.

Retirement income strategy Income planning Tax strategies for small businesses Founder/Business Owner Retired
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