With great pleasure, it is an honor to officially introduce Haley as an advisor and my partner at Investment Center Advisor Group with LPL Financial.
Many of you know that since age 12, she has dreamed of one day joining my practice, so this announcement has been a long time coming. After graduating Summa Cum Laude from Barrett, The Honors College at Arizona State University, with a B.S. in Finance, she decided to pursue a career with a leading investment firm, Jackson Financial Inc., in Nashville to learn the business of financial services.
Her responsibilities at Jackson entailed traveling across the east coast to meet with financial advisors, discuss their clients' needs, and provide strategies to meet their income, estate planning, tax efficiency, and asset protection goals. This experience equipped her with the invaluable skills and insight that she sought when joining Jackson in 2017.
Upon furthering her education and earning the CFP® designation, she made the decision to move back to Loveland, plant roots, and begin serving our community by helping good people, like yourself, achieve their financial goals with confidence.
