We are an integrated team of financial professionals providing comprehensive planning and wealth management services to busy professionals, affluent individuals and their families.
We understand it can be daunting to find a professional advisor or team that is the right fit for you and your objectives. There are three key areas that warrant exploration when making the decision to hire a financial guide.
This website can provide information relevant to the first two considerations. After reviewing this material, if it feels like our services and solutions could be a fit for your needs and you would like to explore the third, contact us to arrange an appointment – in person or by phone.
As a client of our team, you will have a designated relationship manager and will also work with each person on the team in their various areas of expertise and knowledge. Use the boxes below to learn more about each member of the team.
“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:
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:
*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.
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.
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:
“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:
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.
PLEASE NOTE: By clicking on this link, you will leave the Wells Fargo Advisors Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Wells Fargo Advisors or its companies. The information and opinions found on this website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.