As Family Chief Financial Officer the Halls Dorn Aiazzi Team works with clients to create and manage a long-term, holistic plan that addresses every aspect of their financial lives.

For business owners, we have particular experience with retirement plans, business financing and succession planning.

For all clients, we are their financial advocate – serving as their trusted fiduciary and helping them navigate all things financial so they can focus on what’s important to them.

Meet our Team

Anthony Aiazzi

Partner

CPA, CFA, CFP®

Tony Dorn

Partner

CFP®, MBA

Timothy Halls

Partner

CFA®, CFP®

Jami Choinka

Advisor

CFP®

Brian Hires

Advisor

CFP®

Amanda Schmidt

Advisor

CFP®, ChFC®, CLU®

Melissa Emerson

Operations Manager

FPQP®

Kelsey Byers

Client Service Manager

Abbie Creel

Client Service Manager

Sam Leitensdorfer

Client Service Manager

Mary Saito

Client Service Manager

Macci Bowers

Client Service Administrator

Maren Donjon

Client Service Administrator

A Wealth of Information

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    First Quarter Investment Report – 2025

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  • Liberation Day

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