Maegan is a managing partner, co-founder of Hall & Dornan Capital Partners, and a Certified Financial Planner™ professional.
She utilizes holistic, long-term planning to help provide total strategies to her clients’ needs using both their assets and liabilities to effectively support their goals. Having attained CFP® certification, Maegan holds one of the most respected financial planning credentials and the recognized standard of excellence in personal financial planning.
She considers it a privilege to serve as a professional sounding board for clients and to help them navigate the challenges and opportunities of each key life stage – because the financial decisions they make truly matter.
In addition to her planning work with clients, she is also the team liability and risk management strategist. She brings her experience on the right side of the ledger to integrate liabilities and contingency strategies into clients’ comprehensive plans, including risk management solutions such as long term care and life insurance.
As a managing partner and co-founder of Hall & Dornan Capital Partners, Maegan is proud to be an integral part of a distinctive investment advisory team comprised entirely of women, built to serve the financial needs and goals of individuals and their families. Clients appreciate the team’s collaboration, creativity and commitment to quality service.
Maegan is excited by the opportunities that come with moving the practice to an independent model and partnering with Raymond James in 2023. “The Raymond James culture, resources and technology are top of the line”, Maegan says. “Most importantly, it’s the ability we now have to operate independently, while having a robust infrastructure to support what matters most- our clients.”
Previously, Maegan was as a financial advisor at Hall Wealth Management Group of Wells Fargo
Advisors for seven+ years. She spent the previous 10 years of her career working with clients on the liability
side of their balance sheets. Maegan is a graduate of the University of Washington and holds a
bachelor’s degree in economics.
Maegan and her husband, Jonathan, grew up in the Seattle area and now live in the Renton Highlands
community with their miniature dachshund, Cooper. They enjoy working out, eating delicious (and
healthy) food, attempting to garden, and traveling to Hawaii. They are also Seattle Seahawks super fans and attend every home game.
A summary of Maegan's credentials:
- Certified Financial Planner™ professional
- Insurance licenses (life, long-term care, fixed and variable annuity)
- CA Insurance License #0M04054
- Resident State: Washington
- Securities registrations (Series 7, 66)
- Bachelor of Arts in Economics
- Financial advisor since 2016
- Financial industry since 2006
