Chief Executive Officer and Co-Owner
Haley is passionate and entrepreneur-minded. Her primary focus is growing the company and implementing efficient processes so we can reach even more people, offer them confidence throughout their retirement planning process, and provide an efficient and straightforward process while doing so.
In everything we do, we aim to make a positive impact on as many people as possible, through retirement planning and through our profit and time. Haley’s vision is that this company is generous, with both our time and financial resources. If we aren’t making a positive impact on people beyond our clients, we aren’t doing our job.
Haley grew up in Madison, but she loves the heat and southern culture! She loves to travel and wants to see as much of the world as she can. Haley particularly loves to travel anywhere warm in the winter. In her free time, she enjoys boating and going for long walks with their dogs. Madison summers are her absolute favorite! To Haley, there is nothing better than lake sunsets at the Union and long, summer days with sunshine, leaves on the trees, and warm air.