Wealth Specialist, Senior Associate
Halle joined Wellspring in 2018, bringing several years of industry experience to the firm. In her role as a Wealth Specialist, Halle assists in creating comprehensive financial plans, including tax preparation, estate planning, and investment reporting, for high-net-worth individuals and families. She also serves on Wellspring's Events Committee.
Prior to Wellspring, Halle served in client service roles at MAI Capital Management and Foster & Motley.
Halle earned her Bachelor of Arts in Psychology from Lake Erie College and the Financial Paraplanner Qualified Professional™ designation from the College for Financial Planning. She is also a CERTIFIED FINANCIAL PLANNER™ professional.
Halle is actively involved in her community, supporting several charities in the Cleveland area.