Member Description
We are an Alaskan-based business that has been serving the investment and insurance needs of individuals and corporations since 1983.
Our mission is to empower our clients by providing the highest quality asset management, specifically tailored to meet clients’ objectives. By integrating our experience, education, advanced technology, and highly personalized service, we created Premier Portfolio Strategies.
Natalie J. Cadieux
Administrator and Special Members Coordinator
Email: cadieux@mtaonline.net
After 27 years working in the legal field, Natalie has joined the firm as Administrator and Special Members Coordinator. She holds a bachelor’s degree in Business Administration and an Associates in Paralegal Studies.
In her free time, she enjoys climbing mountains, running, biking, swimming, kayaking, paddleboarding, traveling with her husband in their RV and generally spending time in the great outdoors with their two Labrador Retrievers, Rocky and Zoey.
Sherrie Brunell, MS
Executive Assistant
Mobile: 907-744-9007
Email: sherrie@investpps.com
Sherrie received her bachelor’s degree in psychology from the University of Alaska, Anchorage in 1997, and her Master of Science degree in psychology, with an emphasis on research methodology and statistical analyses, from the University of Oregon in 1999.
She has extensive experience as an assistant. While in Oregon, she was the executive assistant to a world-renowned cataract surgeon for six years, and she has over 15 years of experience as an assistant in the Alaska legal community.
In her free time, she enjoys singing, hiking, yoga, dancing, studying Biblical Hebrew, and spending time with family and friends.
Christopher R. Cadieux, AIF, PPC, CFA, CFP®
Chartered Financial Analyst
CERTIFIED FINANCIAL PLANNER
Mobile: 907-301-7975
Email: chris@investpps.com
Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.
Chris R. Cadieux has more than 28 years’ experience in the investment and retirement planning industry. Since 1989, he has worked with individuals and businesses to design and implement investment portfolios to create strategies for wealth accumulation, retirement, and college funding.
Education:
Gonzaga University, 1989
Bachelor’s in business administration
Double major in finance & economics
College of Financial Planning, 1994
CERTIFIED FINANCIAL PLANNERTM certification
Description: The CFP® certification requires passing six tests, in addition to a cumulative final. The topics covered include investment planning, retirement planning, estate planning, insurance, and comprehensive financial plan construction.
Association of Investment Management & Research, 2003
Chartered Financial Analyst® designation
Description: The CFA® designation requires passing three, six-hour tests in succession over a minimum period of three years. The course includes graduate-level material in quantitative investment management, portfolio design and implementation, statistical analysis, currency valuation, financial statement analysis, and macro- and microeconomics.
Contact Us
www.investpps.com
ph: 907-276-2000
fax: 888-913-2289
Mailing Address: PO Box 240888, Anchorage, Alaska 99524
Physical Address: 405 West 36th Avenue, Suite #201, Anchorage, AK 99503
This communication is strictly intended for individuals residing in the states of AK, AL, AZ, FL, GA, ID, IL, MT, NV, OR, SD, TN, TX, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, Member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser.