The Halls Dorn Aiazzi Team
Family Chief Financial Officer
As Family Chief Financial Officer the Halls Dorn Aiazzi Team works with clients to create and manage a long-term, holistic plan that addresses every aspect of their financial lives.
For business owners, we have particular experience with retirement plans, business financing and succession planning.
For all clients, we are their financial advocate – serving as their trusted fiduciary and helping them navigate all things financial so they can focus on what’s important to them.
Estate Planning
We give our clients experienced counsel on the purposeful transfer of both wealth and values to future generations. This includes facilitating family meetings, applying advanced estate tax strategies, and coordinating estate plan implementation and titling with outside attorneys.
Investment Strategies
We build customized, risk-managed portfolios of both public and private investments that are tailored to each client’s specific long-term goals for both themselves and future generations.
Business Owners
We specialize in the areas of qualified and non-qualified retirement plan consulting, succession planning, and debt strategies for our business clients. Business owners frequently have significant tax-planning opportunities as well.
Philanthropic Strategies
We assist our clients in maximizing the impact and tax efficiency of their charitable giving, including endowment and family foundation services.
Asset Protection
We advise our clients on their needs and coordinate with independent providers to execute asset protection plans, whether they be protecting future income potential or existing, accumulated wealth.
Tax Efficiency
We identify and execute income tax minimization strategies, which can be key to retaining the maximum amount of client wealth. Our philosophy is: It’s not what you make, it’s what you keep.
Meet our Team
Tyler Plowman
Advisor
Kelsey Byers
Client Service Manager
Abbie Creel
Client Service Manager
Sam Leitensdorfer
Client Service Manager
Mary Saito
Client Service Manager
Macci Bowers
Client Service Administrator
Maren Donjon
Client Service Administrator
A Wealth of Information
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
-
Monthly Recap – September 2024
Monthly Observations Returns Buck the Trend for September Long-term seasonality suggests weaker returns in September and early signs indicated last…
-
Barron’s ranks Moneta among nation’s top RIA firms for ninth consecutive year
Nine times!? Nine times. Barron’s ranked Moneta No. 8 on its list of the “2024 Top 100 RIA Firms,” marking…
-
Fifty and Fabulous
“Go Big or Go Home” The Fed decided to go big this month by cutting rates by 50 basis points…