Hallett Advisors

James Hallett is a financial advisor at Hallett Advisors with 27 years of industry experience. He holds a Series 63 designation and has worked at Hallett Advisors since 2019, following 15 years at Hallett & Associates. Outside of advising, he serves as a board member of the Olympic Youth Center and has experience as a freelance writer for Olympic Publishing. Hallett Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm offers tailored portfolio management and consulting, utilizing both fundamental and technical analysis, and manages approximately $145 million in discretionary client assets across five offices.

Jason Wilson is a financial advisor at Hallett Advisors with a Series 65 designation and four years of industry experience. He has been with Hallett Advisors since 2017 and previously worked at H&R Block and Redlion Hotels. Hallett Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers tailored portfolio management and consulting services using a mix of fundamental and technical analysis, with ongoing monitoring and periodic rebalancing.

Michael Tudor is a Series 65–licensed financial advisor with Hallett Advisors in Bellevue, WA, bringing 12 years of industry experience. He has worked at SLOY, Dahl & Holst Holdings, Inc. since 2008 and currently serves as COO of that firm’s concentrated equity portfolio management. Tudor has also held positions at Hallett Advisors since 2019 and Smart Investor from 2017 to 2022. Hallett Advisors serves individual and institutional clients, offering financial planning, portfolio management, and specialized services including pension consulting and expert-witness engagements. The firm customizes investment advice based on client objectives and risk tolerance, utilizing both fundamental and technical analysis and coordinating with outside managers and custodians.

Christine Cruz is a financial advisor at Hallett Advisors in Port Angeles, WA, holding a Series 65 designation with eight years of industry experience. She has worked at Hallett Investments, LLC since 2019 and has been associated with Sloy Dahl & Holst, LLC in various capacities since 1993. Hallett Advisors serves individual and institutional clients, offering customized investment advice, financial planning, discretionary portfolio management, and specialist services such as ERISA/pension consulting and expert-witness engagements. The firm operates through multiple offices and works with outside money managers while advising clients on tax professionals for tax-related matters.

James Holst is a CFP® professional with 38 years of industry experience, currently with Hallett Advisors. He has held roles at SLOY, DAHL & HOLST, LLC since 1988 and is the sole owner of Holst Holdings, Inc., a holding company based in Vancouver, WA. Hallett Advisors provides financial planning, portfolio management, pension consulting, and expert-witness services to individual and institutional clients. The firm customizes investment strategies using both fundamental and technical analysis and offers specialized ERISA and pension consulting along with retained expert-witness services.