With more than 8 years of financial services experience and a Bachelor’s Degree in Marketing from the University of North Texas, Haley strives to ensure that our clients’ administrative and operational needs are handled accurately and quickly. She handles the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers, scheduling appointments and answering questions.
Haley and her husband, Josh, have been married for 11 years and have two children, Lundyn and Larsyn. They reside in Pottsboro, TX. They love to travel, attend their children’s sporting activities, spend time at the lake and anything to do with the outdoors.
Because your financial situation may at times be complex, our team, with your permission, works directly with other professionals to coordinate, design and implement specific strategies that can help you achieve your goals. In addition to consulting with attorneys and other professionals with in Wells Fargo Advisors regarding technical and planning issues you may face, we work with external professionals including certified public accountants, attorneys and insurance specialists.