Who We Are

“Emotions are an expensive source of investment advice. It’s better to have a plan.”

Since 1993, Yvonne Hall has provided clients with professional investment advice for wealth management and preservation services so they understand why and how to invest. She enjoys the education and coaching relationship that enables clients to use their wealth as a tool to support their life goals, dreams and aspirations.

Yvonne is proud to lead a devoted and experienced team of professionals dedicated to earning trust and loyalty through inspired service. Together, they guide clients to make effective and informed decisions about their wealth. As she leads the team and advises clients, Yvonne maintains an emphasis on helping women and the people they care about succeed financially, while tending to these important cornerstones for all clients:

• A process-driven approach to investment planning and portfolio construction;
• Asset allocation evaluation and analysis with a focus on managing risk; and
• Portfolio construction providing diversification and professional management.

Yvonne worked in sales and sales management with IBM Corporation for a dozen years after earning her Bachelor of Science degree from Berry College in North Georgia. She served clients in South Carolina and the Washington D.C. area, while gaining a rich background in supporting them to clarify goals and identify solutions to help achieve them. She has chosen to apply these experiences and skills to promoting stewardship and responsible financial decision-making to guide individuals investing for independence, prosperity, and self- sufficiency.

She has been designated a Premier Advisor by Wells Fargo Advisors each year since joining the firm in 2000.* Yvonne stays current with industry best practices through her involvement with local professional groups committed to adhering to the highest ethical standards and professionalism in the financial services industry. She is a member of the Financial Planning Association, the East King County Estate Planning Council, and the Seattle Estate Planning Council. 

As an advocate for improving both our local and global communities, Yvonne is an active member of Women Business Owners and serves on the board for the Washington Women’s Foundation. Additionally, she and the team are long-term supporters of Providence Marianwood and numerous organizations locally and nationally focused on creating a better world for women, girls, and their families.

Yvonne was born in Tennessee and raised in Georgia, graduating from Berry College with a major in Business and a minor in Economics. She considers the Northwest home. She lives in the Issaquah area and enjoys hiking and walking in the area. She also has her 500 hour certification as a yoga teacher and enjoys teaching periodically and practicing regularly.

Yvonne's credentials and education include:

• Managing Director – Investments
• CERTIFIED FINANCIAL PLANNER™ professional
• Certified Investment Management Analyst (CIMA)
• Insurance licenses (life, long-term care, fixed and variable annuity)
• CA Insurance License #0C75918
• Resident State: WA
• Securities registrations (series 7, 63, 65, 8 and 3)
• Bachelor of Science in Business Administration and a minor in Economics
• Financial Advisor since 1993
• 11 Year Five Star Wealth Manager  

_{*The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.}

<sub>2012 - 2022 Five Star Wealth Manager Yvonne Hall.

2012 – 2022 survey conducted by Five Star Professional, an independent third-party research firm, who received nominations from peers or firms in the area and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review and favorable regulatory and complaint history. The Five Star award is not indicative of the wealth manager's future performance. For more information: See https://www.fivestarprofessional.com/wmdisclosures
2,938 Seattle-area wealth managers were considered for the award; 267 (9% of candidates) were named 2022 Five Star Wealth Managers. 2021: 2,938 considered, 284 winners; 2020: 2,735 considered, 273 winners; 2019: 2,752 considered, 290 winners; 2018: 2,452 considered, 266 winners; 2017: 1,785 considered, 436 winners; 2016: 1,678 considered, 412 winners; 2015: 2,023 considered, 530 winners; 2014: 2,649 considered, 424 winners; 2013: 2,732 considered, 664 winners; 2012: 2,697 considered, 682 winners.</sub>

_{Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.}

“Focus on what matters.”

After spending the first 10 years of her career working with clients on the liability side of their balance sheets, Maegan Dornan joined Hall Wealth Management Group of Wells Fargo Advisors in 2016 as a Financial Advisor. She utilizes holistic, long-term planning to help provide total solutions to her clients’ needs using both their assets and liabilities to effectively support their goals.

Maegan is proud to be a member of a distinctive investment advisory entity comprised entirely of women, built to serve the financial needs and goals of individuals and their families. She considers it a privilege to serve as a professional sounding board for clients and to help them navigate the challenges and opportunities of each key life stage because the decisions they make matter.

In addition to her planning work with clients, she is also the team liability and risk management coordinator. Maegan brings her experience on the right side of the ledger to integrate liabilities and contingency strategies into clients’ comprehensive plans. Clients tell the team that they benefit from the team’s collaboration, creativity, and commitment to outstanding service.

Maegan graduated from the University of Washington, where she earned a Bachelor’s degree in economics. She and her husband Jonathan grew up in the Seattle area and live in the Renton Highlands with their miniature dachshund - Cooper. They are Seattle Seahawks super fans and attend every home game. They also enjoy working out, eating delicious (and healthy) food, and attempting to garden.

Maegan's credentials and education include:

• Financial Advisor
• Insurance licenses (life, long-term care, fixed and variable annuity)
• CA Insurance License #0M04054
• Resident State: WA
• Securities registrations (series 7, 66)
• Bachelor of Art in Economics
• Financial Advisor since 2016

“Meeting you where you are today and helping you create a strong plan of action for the decades ahead.”  

As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Lisa knows that a person’s future is impacted by a series of both small and large decisions made over time. She has observed that having a trusted financial advisor can help investors make better decisions throughout their lifetime.

Lisa has helped hundreds of individuals and families pursue their financial goals and long-term aspirations. She listens to clients first and pays attention to the details. Lisa places a high value on the importance of understanding a client’s situation, priorities, and what is most important in their life. With this information, she meets her clients where they are and is committed to helping them create a strong financial plan of action for the decades ahead. With the heart of a coach, she monitors client progress, celebrates their wins, and collaborates to course-correct when needed.  

Her comprehensive financial planning approach touches on the four corners of wealth management: building, managing, protecting, and transitioning wealth. This allows clients to explore and develop a plan customized to their priorities- no matter where they are on their journey to financial peace. Her unique background in estate planning and philanthropy is leveraged within The Hall Wealth Management Group to enhance a wider specialization for our client’s needs.

Lisa’s passion for singing opera led to an early career advising philanthropists and arts organizations. She saw first-hand how donors could make the world a better place and pivoted her career to helping individuals and families in the estate and trust department of a private bank. She thrived advising a wide variety of clients on portfolio strategies and helping build sustainable financial plans. Her enthusiasm for helping clients reach their financial goals led Lisa to become a Financial Advisor in 2018 and purse a CERTIFIED FINANCIAL PLANNER™ (CFP^®) professional designation within the following year. As a Financial Advisor she has managed a solo practice as well as collaborated within a team setting. Lisa was thrilled to join the Hall Wealth Management Group team in 2021 and is proud to contribute to the team’s reputation for service and excellence. 

Originally from the small village of Bigfork, MT, Lisa studied business and music at the University of Puget Sound in Tacoma, WA. With a full merit scholarship in hand, she became the first in her family to achieve a college education. Although Lisa no longer sings opera professionally, she can be found attending a variety of live performing arts events around the Puget Sound. She is a passionate supporter of the Seattle Humane Society, where she adopted her beloved cat, Scarlett. 

Lisa's credentials and education include:

• CERTIFIED FINANCIAL PLANNER™ professional  
• Insurance licenses (life, long-term care, fixed and variable annuity)
• Resident State: WA  
• CA Insurance License #4184827
• Securities registrations (series 7 and 66)  
• Bachelor of Arts in Music with topics in Business   
• Financial Advisor since 2018  
• Financial Industry and Planning experience since 2016

“Variety is the spice that makes my role on the team so rewarding.”

Tari Sheffer serves as marketing, operations, and project management specialist for Hall Wealth Management Group of Wells Fargo Advisors. With financial industry knowledge and experience dating back to 1993, she enjoys supporting the team by utilizing her strong communication and organizational skills to facilitate efficient team interactions.

Tari manages a wide range of responsibilities for the team, including:

• Organization of team meetings
• Development and implementation of marketing programs
• Identification and management of client issues and opportunities
• Coordination of community involvement team projects

Tari has been honored as a Premier Client Associate** from 2016 through 2019. Tari has previously been a part of the Client Associate Advisory Council*. She maintains her securities registrations to enhance the support and services she provides to the team’s clients. Tari’s positive attitude and calm, focused perspective enhance all of her professional interactions.

_{*Members serve two-year terms during which they collaborate to obtain feedback on Firm initiatives and identify trends that are impacting CAs across the Firm. This collaboration enables members to work with Operations to provide and implement process improvement recommendations and best practice ideas.}

_{**The Premier Client Associate recognition is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.}

Kim Boyd started in the financial services industry in 1996 and has been with Wells Fargo Advisors for over 22 years. She has had a successful career that led her into the roles of Complex Administration Manager and Market Operations Manager in Bellevue and Seattle.  While in those roles, she worked with financial advisors to help resolve complex issues and provided education and training on policies and best practices. 

Kim felt a desire to apply her knowledge and skills more directly in support of clients, their families, and their goals. She was excited by the Hall wealth Management’s group plans to expand the team and eager to be part of the collaborative work culture. Her extensive history and strong understanding of the operational and administrative functions within our industry and firm will allow her to help the team navigate and add insight to the financial changes and challenges that are an inevitable part of life for our clients. She enjoys researching and answering complex questions and will use these skills to help the team resolve client questions and inquiries efficiently and in a timely manner and she will also be able to add value in designing and updating team processes and practices for greater effectiveness.

She will continue to maintain all her security registrations to support of both our team and our clients.

Kim graduated from the University of California, Santa Barbara where she earned a Bachelor’s degree in English. She has lived in Issaquah, Washington for over 20 years and loves the beauty of the great Northwest.  She is an avid Seahawk fan and attends the home games with friends whenever she can. She is she passionate about cooking and enjoys reading, gardening, and entertaining friends and family.