Our Staff

Meet our award-winning staff.  We're here to serve you!

James D. Hallett
President

Jason Wilson
Operations Manager & Financial Advisor

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​Tim Martin
Financial Advisor

Anna Magner
Customer Service Representative

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​​Max & Mika
Office Hospitality

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Our Principles

Click here to read about our guiding principles, and how we apply them to fit the needs of every one of our clients.