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
• Implementing well diversified portfolios appropriately configured for a client's individual goals and tax-sensitivities

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. 

An advocate for improving both our local and global communities, Yvonne is an active member of Women Business Owners, Washington Women’s Foundation, and Women's Funding Alliance. Additionally, she and the team are long-term sponsors of Providence Marianwood and supporters of numerous organizations locally 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 Preston, WA with her husband, Daniel and their two Brittany dogs – Gixxer and Copper. When she’s not working, Yvonne enjoys practicing and teaching yoga, and being “Nana” to identical twin boys.

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
• Securities registrations (series 7, 63, 65, 8 and 3)
• Bachelor of Science in Business Administration and a minor in Economics
• Financial Advisor since 1993
• Five Star Wealth Manager

_{*The Premier Advisors designation is held by a select group of Financial Advisors with (Wells Fargo Advisors/Wells Fargo Advisors Financial Network) as measured by business production, completion of educational components and professionalism.}

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

“Market volatility is temporary. Your goals, well-executed, could last beyond your lifetime.”

Since 1993, Marta Cappa has been working in the financial services industry to guide her clients with the necessary strategies to help them optimize their financial outcomes. In Marta’s view, being a Financial Advisor is like being an editor. She listens carefully and helps guide clients to wisely craft financial life stories that support their very personal goals.

Many of the clients of the practice are high-achieving people whose lives are consumed by their careers, families, hobbies, and community. Their financial lives are complex and may include the challenges of executive compensation, college planning, business ownership, estate investment planning, and finding ways to balance competing financial demands. With these complexities in mind, Marta maintains organization and discipline so clients don’t have to. Above all else, Marta has a desire to help clients see the positive possibilities for the future.

Marta loves working on an elite team of inspired, capable women. She is proud to be able to help women and the people they care about succeed financially. She and the team provide a full range of services for all client transitions, including marriage, the birth of children or grandchildren, college planning, retirement, and divorce.

As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst®, Marta has a passion for planning. The cornerstone of her practice is utilizing the Envision^® Planning Process. This structured process allows clients to focus on their most important financial goals. In order to deliver thoughtful advice and a higher level of expertise, Marta works in collaboration with other team members to integrate their many levels of knowledge and wisdom to best serve clients.

A child of aging parents, Marta brings added sensitivity and awareness for older clients and for those who may be caring for or concerned about their own aging parents.

A writer and artist away from the office, Marta has published two children’s books, and she frequently attends art and writing courses to improve her craft. With so many families experiencing daily stress, she’s happy to be able to provide sweet, happy stories for parents/ grandparents and their children/grandchildren. Marta lives on Lake Tapps with her husband, Jim, and they have two sons. Their family enjoys being able to cruise the lake any time they wish. They love living in a neighborhood that feels like a vacation destination every day.

Marta's credentials and education include:

• First Vice President – Investment Officer
• CERTIFIED FINANCIAL PLANNER™ professional
• Certified Divorce Financial Analyst^® (CDFA)
• Insurance licenses (life, long-term care, fixed and variable annuity)
• CA Insurance License #0D90878
• Securities registrations (Series 7, 65)
• Bachelor of Science in Business Management
• Financial Advisors since 1993

_{The use of the CDFA^® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.}

“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 two miniature dachshunds, Buckley and 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
• Securities registrations (series 7, 66)
• Bachelor of Art in Economics
• Financial Advisor since 2016

“Good relationships are the foundation for all good things.”

Danette Van is frequently the first point of contact for clients of Hall Wealth Management Group of Wells Fargo Advisors. She is the team’s service and administrative specialist. Danette excels at helping clients feel welcome and comfortable, knowing that their needs will be met effectively and efficiently.

Danette has worked in the financial services industry since 1981, and she’s spent more than 25 of those years working alongside Yvonne Hall, Managing Director - Investments. Danette possesses a deep commitment to client service, making her an invaluable team member. She invests every minute of her workday to making certain that clients get what they need with a smile.

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

• Scheduling client appointments and reviews;
• Handling requests for account distributions or maintenance;
• Preventing (or resolving as necessary) administrative issues.

Danette's hallmarks are loyalty, hard work, flexibility, and client service – all of which have earned her recognition for excellence at a corporate level. Her proudest career accomplishments are her level of commitment to people, longevity in her work, and the lasting relationships she has formed along the way.

She and her husband Gordy live in Renton, Washington.  They are actively involved in several local organizations that offer support and advocacy for the families of addicts.  The importance of sharing hope, encouragement, and resources to those coping with this struggle  has become their passion.

“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 appointed to the Client Associate Advisory Council,* in addition to being honored as a 2017 Premier Client Associate.** 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.}