Our Staff
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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. |
James C. Holst, CFP®
Principal
Principal
Jim Holst is a Certified Financial Planner (CFP®) and co-founder of Sloy, Dahl & Holst, Inc. Putting his analytical background to use, Jim has developed several of the computer models we rely on for asset allocation and money management. These models assist in structuring portfolios to successfully balance risk and rate of return.
Jim focuses his practice on asset management and comprehensive retirement planning. His extensive client base benefits from his decades of experience and an investment philosophy which incorporates thorough planning, careful review, and custom asset allocations geared to meet the unique needs of each client.
An active member of the American Association of Individual Investors and the Institute of Certified Financial Planners, Jim has been a featured speaker at financial planning seminars throughout the Portland metropolitan area.
When he’s not working, Jim enjoys taming his nearly half-acre property into a garden worthy of Sunset Magazine. He is also an avid beachcomber, spending hours with his children hunting for agates and special shells. Prior to co-founding Sloy, Dahl & Holst, Inc., Jim provided investment management services to a variety of profit-sharing plans, pension plans and trusts.
Jim focuses his practice on asset management and comprehensive retirement planning. His extensive client base benefits from his decades of experience and an investment philosophy which incorporates thorough planning, careful review, and custom asset allocations geared to meet the unique needs of each client.
An active member of the American Association of Individual Investors and the Institute of Certified Financial Planners, Jim has been a featured speaker at financial planning seminars throughout the Portland metropolitan area.
When he’s not working, Jim enjoys taming his nearly half-acre property into a garden worthy of Sunset Magazine. He is also an avid beachcomber, spending hours with his children hunting for agates and special shells. Prior to co-founding Sloy, Dahl & Holst, Inc., Jim provided investment management services to a variety of profit-sharing plans, pension plans and trusts.
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Jason Wilson
Operations Manager & Financial Advisor 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. |
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Christine Eastburn
Operations & Client Services Associate Christine was born in Honolulu, Hawaii and comes to the magical Pacific Northwest as she likes to call it from Southern California.
She brings along with her over 25 years of accumulated experience ranging from operational management to teaching overseas in prominent educational districts across Seoul Korea where she took part in building an established academy from the ground up. In turn, she was scouted for her elementary program and successfully lead a research & development team with the launching of a textbook based elementary curriculum program in Shanghai, China. |
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Anna
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.
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