Client Relationship Manager
Haley has worked in the financial services industry for over 30 years. As the Client Relationship Manager at Accelerate Retirement she is focused on building relationships with clients to ensure that they receive the expertise and support they need to meet their financial goals.
Prior to joining Accelerate Retirement, Haley was a financial advisor for over 20 years and most recently worked at Mutual of America, a bundled retirement plan provider, where she developed a passion for the retirement plan industry. She is thrilled to be part of the team at Accelerate Retirement where she can continue to make a positive difference in the financial lives of both the businesses and individuals that rely on Accelerate’s expertise.
Haley loves spending time with her two children: hiking, traveling and exploring new places. Her most recent adventure was to Nepal where she and her daughter completed the Everest Base Camp trek. Haley looks forward to finding new and exciting places to explore in the future.
Haley graduated from Southern Methodist University located in Dallas, TX in 1986 with a Bachelors in Business Administration majoring in Marketing and minoring in Psychology. She has Series 7, 63 & 66 securities licenses, Health, Life, & Accident Insurance licenses as well as holding the Certified Retirement Plan Specialist (CRPS®) designation.