Our Qualifications

The investment world is dynamic and full of change. Rules that apply one year are frequently obsolete by the next. Opportunities for savvy tax and estate planning change frequently1. Many dollars may be wasted or investment strategies left un-optimized if an individual is not advised correctly regarding the rules that apply now, and the changes that happen in the future.

Hall & Greenwood Wealth Management Group is committed to achieving and maintaining the highest levels of education and training necessary to assist our clients in navigating the complex and ever-changing landscape of wealth management. Additionally, as educated and credentialed professionals, we work effectively with our clients' tax and legal advisors to ensure a cohesive and appropriate strategy across all financial elements of their plan.

A summary of our background and credentials are as follows:

Yvonne Hall: 

  • Managing Director - Investments
  • CERTIFIED FINANCIAL PLANNER™ professional2
  • Certified Investment Management Analyst (CIMA)3
  • Insurance licenses (life, long-term care, fixed and variable annuity); CA Insurance License #: 0C75918
  • Securities registrations (series 7, 63, 65, 8 and 3)
  • Bachelor of Sciences in Business Administration and a minor in Economics
  • Financial Advisor since 1993

Connie Greenwood:      

  • Vice President - Investment Officer
  • CERTIFIED FINANCIAL PLANNER™ professional2
  • Accredited Domestic Partnership AdvisorSM
  • Insurance licenses (life, long-term care, fixed and variable annuity); CA Insurance License #: 0F67779
  • Securities registrations (series 7, 63, and 65)
  • Masters of Business Administration
  • Bachelors of Arts in Psychology
  • Financial Advisor since 1993

Marta Cappa: 

  • Associate Vice President – Investment Officer
  • CERTIFIED FINANCIAL PLANNER™ professional2
  • Certified Divorce Financial Analyst® (CDFA)4
  • Insurance licenses (life, long-term care, fixed and variable annuity); CA Insurance License #: 0D90878
  • Securities registrations (series 7, 65)
  • Bachelor of Sciences in Business Management
  • Financial Advisor since 1993

Maegan Dornan: 

  • Financial Advisor
  • Insurance licenses (life, long-term care, fixed and variable annuity)
  • Securities registrations (series 7, 66)
  • Bachelor of Arts
  • Financial Advisor since 2016

 

If you are seeking professional wealth management services from highly-qualified practitioners, please contact us for a complimentary introductory meeting.

 

Wells Fargo Advisors is not a legal or tax advisor.

2The CFP Board's certification process helps assure the public that individuals authorized to use its marks have met education, examination and experience requirements to provide comprehensive investment planning advice and are committed to high standards of ethical conduct.  The certification marks also signal that an investment planner has voluntarily submitted to the regulatory authority of the CFP Board.

CFP Board of Standards, Denver, Colorado, 2007

A credential sponsored by the Investment Management Consultant's Association (IMCA) and the Wharton School of Business, the CIMA offers an intense educational experience focusing on asset allocation, manager search and selection, investment policy and performance measurement. All IMCA certified individuals maintain the highest ethical standards by agreeing to abide by IMCA's Code of Professional Responsibility. They also remain up to date in their field by completing at least 40 hours of continuing education every two years. 

Investment Management Consultants Association (IMCA), Denver, Colorado, 2007

4The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.