Hallie is our newest client service manager who enjoys developing and strengthening client relationships. She assists our clients with account maintenance, online navigation, portfolio reviews, and proactive support and resolution.
Hallie has a passion for helping others reach their life-long financial goals and comes to us with over 8 years of experience in wealth management. She has worked with a management team supporting over 150 financial advisors with regulatory compliance and alongside a team of financial advisors providing exceptional service to their clients. Hallie is a graduate of Virginia Tech with a Bachelor's of Science in Accounting and Information Systems.
Hallie is a Virginia native and currently lives in Vienna with her husband and 80lb lap dog. Living greater for her is spending time with family and friends, cooking new recipes, and cheering for the Hokies and Caps!