Annmarie C. Alaniz

About Annmarie C. Alaniz

Annmarie C. Alaniz is a distinguished financial professional specializing in investments, insurance, and business risk assessment. With over 25 years of leadership in finance, and multicultural initiatives, she has played a pivotal role in enhancing communities through strategic financial guidance and advocacy for financial literacy. Her dedication to financial literacy includes hosting educational programs at esteemed institutions, medical schools, speaking at national and local conferences, and mentoring future professionals. Additionally, as a bilingual corporate benefits educator, she has guided executives and employees through financial planning and insurance strategies. Currently, she and her team provide expert investment and financial advisory services to tribal governments and businesses, designing investment strategies focused on generational wealth preservation and endowment sustainability.Beyond her financial expertise, Annmarie is a passionate advocate for cross-cultural marketing and community engagement. She has successfully elevated local and national visibility for Latino, Tribal, and multicultural communities through strategic initiatives. As an award-winning community leader and dedicated volunteer, Annmarie has held key leadership roles in several influential organizations. She has served as a committee member of the Phoenix Sister Cities Commission-Hermosillo, Mexico Co-Creator and Director of the University Student Mentoring Program for the American Indian Chamber of Commerce of Arizona (20••••14). She played an instrumental role serving several board seats for ALPFA, Inc. serving as President of the award-winning ALPFA Phoenix Chapter (20••••14) and Director for Women of ALPFA-Phx (20••••14), where she successfully produced annual events and innovative award galas. Currently serving as ALPFA Phoenix Corporate Advisory Board member 2025. Annmarie is also a recipient of the ALPFA Phoenix Chapter Lifetime Achievement Award, 2024.A proud Arizona native, rooted in her heritage, Annmarie comes from a large family with three generations of copper miners of Superior, Arizona. She finds joy and purpose in her life’s work, which she proudly shares with her beloved daughter, Victoria and deeply values her family, friends, extensive Phoenix professional community, and her ALPFAmilia across the country.Licensed: FINRA Series, State Insurance: AZ, FL, CA-44•••26Accredited Investment Fiduciary-AIF® in 2014.

Experience

1. Investment Adviser Representative

   Tallsalt Advisors

   May 2022 — Present

   Tallsalt is committed to enhancing the ability of tribes to practice a greater degree of self-determination through assisting them in effectively managing their investments.We believe Tallsalt is differentiated by our commitment to Tribal Nations and Native institutions through offering an enhanced level of service relative to non-Native companies. We advocate for tribal communities because we are from tribal communities. We only serve Native clients: Governments, institutions, businesses. We provide our clients with robust training for Boards on such topics as investment vehicles, economics, capital markets, fiduciary duties, and investment theory.Our approach fosters a collaborative engagement process.We provide our clients with extensive investment policy development (and reviews) and investment policy work sessions. We are able to support giving programs with sub-account tracking and accounting to provide assurance that funds are invested and utilized as they requested.Tallsalt has a long history of defending and protecting tribal assets and rights.