About Us

With over 24 years of experience in the retirement plan industry, Hall Financial Wellness (HFW) offers expert retirement plan consulting and investment management services for employer-sponsored retirement plans, such as 401(k)s, profit sharing, 403(b)s, owner-only 401(k), SEPs, SIMPLE IRAs, and cash balance plans. HFW helps businesses to mitigate fiduciary risk as an unbiased representative for the company, offering fiduciary oversight, investment advice on a plan level, plan design consulting, employee education and management of service provider partners. HFW also offers portfolio management services to individual investors looking for guidance with rollover assets from a retirement plan or IRA. I serve my clients with great care and attention, ensuring all recommendations and decisions are always in the best interest of the client.