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Who We Are

Who We Are

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Professionals

Michelle Brennan Hall

Chief Executive Officer


Michelle Brennan Hall is a veteran wealth advisor with more than 30 years guiding investors’ net worth and financial decisions. Her specialty is in personal wealth strategies for executives, physicians, business owners and...
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Jeff Hall

Director of Business Operations


Jeff is Director of Business Operations at BWA and has overall responsibility for major operational areas, including the delivery of services to our customers, vendor management, contract negotiations, and all general business and...
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Mary Kloesel

Director of Operations


In the role of Director of Operations, Mary’s primary responsibility is to be responsive, comprehensive and educational in her care for client families. She brings vast experience to her client interactions and the firm. Leading...

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Cameron Hall

Client Service Associate


In the role of Client Service Associate, Cameron is responsible for financial research of the firm and acting as an intermediary between investment companies and client transactions. He supports the Wealth Advisor team in creating...
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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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