HALLETT ADVISORS - Key Persons
Job Titles:
- Customer Service Representative
Anna graduated from the University of Arizona with a Bachelor's degree in Speech Pathology and went on to study linguistics, traveling to the Andes of Peru with her husband. There they focused on the Quechua language of the descendants of the Incas.
Returning to the States a few years later, she chose to homeschool their two children and volunteer with community nonprofits.
After the kids left the nest, Anna returned to college to polish up her computer skills and office skills. For the last ten years, Anna has worked as office manager for several businesses and currently divides her time between managing the front office at a local church and assisting Jim and Jason at Hallett Advisors.
Jim graduated with a BBA from Pacific Lutheran University in 1977 and then went to work as an account executive for a Fortune 500 Company where he distinguished himself earning numerous service awards.
In 1987, Jim elected to change careers by starting a financial planning practice. For the next 10 years he was affiliated with a national broker dealer. Seeking total independence, and committed to placing client's interests first, Jim founded Hallett & Associates, P.S. in 1999.
Job Titles:
- Financial Advisor
- Operations Manager
For the last 12 years, Jason has been managing offices, programs, and grants throughout Colorado, Alaska, and Washington.
He started his college experience as and Business Finance major at the University of Northern Colorado and although he finished his college degree with a major in Social Sciences, his enjoyment of finance has never disappeared.
Like many people, Jason started his working career in the restaurant industry. At 18 he became a manager and continued to manage restaurants throughout college. After graduation, he found rewarding employment managing a team at an Independent Living Facility in Fort Collins, CO.
In 2011, Jason and his wife moved to Petersburg, Alaska where he managed an environmental grant through the EPA (IGAP grant). There, he was able to enjoy his fondness for budgets and financial planning as well as make a significant environmental and economic difference to the Petersburg community.
Tim's career began as an attorney and Judge Advocate in the U.S. Marine Corps. He had the privilege of providing legal advice to Marines and supporting exercises and operations around the world. Tim eventually developed a strong interest in sustainability and environmental conservation, which led him to obtain a Master of Laws (LLM) in Environmental Law from Lewis & Clark Law School. During this program and subsequent work at an environmental nonprofit, he studied environmental economics and the "business case" for sustainability and conservation.