Haley is an advisor associate in the firm’s Potomac office, assuming the role after an internship in the summer of 2020. As part of the team, she supports advisors in maintaining client relationships by completing day-to-day tasks, serving as a point of contact for clients, and assisting in all aspects of the financial planning process.

During her time at Virginia Tech, Haley was a member of the school’s student chapter of the Financial Planning Association and attended the 2019 FPA conference. She also received several university honors and awards, and was actively involved in several volunteer activities, including College Mentors for Kids at Virginia Tech.

Outside of the office, Haley enjoys reading, watching Virginia Tech Football, and spending time with family and friends at the beach in Ocean City, Maryland.

Previous Experience

  • Wealth Management Intern, Wealthspire Advisors
  • Intern, United States Federal Government

Education & Credentials

  • BS, Virginia Polytechnic Institute and State University, Finance & Accounting and Information Systems