James D. Hallett
President and CCO
Jim graduated with a BBA from Pacific Lutheran University in 1977 and then went to work as an account executive for Motorola where he distinguished himself earning numerous service awards.
In 1987, Jim elected to change careers by starting a financial planning practice. For the next 10 years he was affiliated with a national broker dealer. Seeking total independence, and committed to placing client's interests first, Jim founded Hallett & Associates, P.S. in 1999.
For the last 12 years, Jason has been managing offices, programs, and grants throughout Colorado, Alaska, and Washington.
He started his college experience as and Business Finance major at the University of Northern Colorado and although he finished his college degree with a major in Social Sciences, his enjoyment of finance has never disappeared.
Customer Service Representative
Anna graduated from the University of Arizona with a Bachelor’s degree in Speech Pathology and went on to study linguistics, traveling to the Andes of Peru with her husband. There they focused on the Quechua language of the descendants of the Incas.
Max & Mika
Office Hospitality Specialists
We may look like a cross between a cotton ball and a wolf, but we promise we're twice as soft and nowhere near as ferocious. When you come into the office, chances are you'll be greeted with a soft bark "hello", followed by a tail wag and a hope to be pet.
We don't have the financial expertise of our bipedal coworkers, but we listen just as well and will help you feel right at home!