Partnering with a Team that understands the human side of wealth

As an investor, what you own matters. As a successful investor, the financial decisions you make may matter even more.

Our team will guide you through an interactive financial planning process that informs both your investment decisions and the financial priorities that your portfolio is intended to support. You worked hard to build your wealth and sense of financial security. We can help you ensure that this wealth works hard for you and those you care about. We are honored to partner with you as we navigate life’s adventures and challenges together.

Yvonne Hall and Maegan Dornan are honored to share they have been recognized on the 2026 Forbes Best-In-State Women Wealth Advisors list. This achievement reflects the dedication of our entire team and the clients who inspire us every day. We are excited to continue serving and supporting our clients!

Read more: https://www.forbes.com/lists/best-in-state-women-advisors/

The Forbes ranking of Best-In-State Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 6/30/24 to 6/30/25 and was released on 02/04/2026. Research Summary (as of February 2026): 51,403 nominations were received and 2,852 women won. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors for more info.


This journey has always been about reaching your own other shore no matter what it is, and that dream continues.
Diana Nyad