President
CurrentAs President of Hall Wealth Management Group, I oversee wealth management for Professionals, Business Owners and Retirees. I specialize in providing creative strategies and financial advice in areas of Estate Planning, Retirement Planning, Business Succession Planning and investment portfolio design. I take great pleasure in working closely with my clients assisting them in making informative decisions about their futures.I am a member of Ed Slott’s IRA Advisor Group℠. This group is comprised of financial professionals dedicated to the IRA industry. As a member of this group, we have access to training modules, bi-annual workshops, and regular webinars to further our knowledge, and better serve our clients. This group is not affiliated with LPL Financial and is by invitation only to financial professionals.Specialties: Holds the designation as a CERTIFIED FINANCIAL PLANNER (TM) as well as a Chartered Retirement Planning Counselor (CRPC conferred by College for Financial Planning). I hold Securities Registrations Series 24, 7 and 66 with LPL Financial as well as Insurance, Long-Term Care and Disability Appointments in many states.I am a Registered Principal with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member of FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact Info’ section above.For a list of states in which I am registered to do business, please visit www.hwmg-lpl.com.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.