Haley is our Account and Onboarding Specialist. With nearly a decade of industry experience, she brings both an extensive background in customer service and a strong knowledge of financial services, creating a positive and seamless client experience. 

Throughout her career, Haley has held various roles in Operations and New Business, giving her insight into many different aspects of financial services. This well-rounded perspective allows her to support clients with care and efficiency. 

Outside of work, Haley enjoys spending time with her son, Carter, and making the most of family time. She also enjoys reading, going for walks, and spending time outdoors.