About Us

With over 24 years of experience in the retirement plan industry, Hall Financial Wellness (HFW) offers expert retirement plan consulting and fiduciary services to corporations and non-profit organizations for their workplace 401(k), 403(b), Profit Sharing, and Defined Benefit plan.

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. I serve my clients with great care and attention, ensuring all recommendations and decisions are always in the best interest of the client.