Overview
Haley is a Financial Planning Specialist on Aprio’s Wealth Management team. She works with a mass-affluent client base, particularly clients in the accumulation phase, nearing retirement. Haley puts herself in her client’s shoes and gives recommendations that she would personally use. She is honest, continuously learning and growing her financial planning proficiency, and always has her client’s best interests at heart.
Experience
She has deep experience in cash flow planning and eMoney software. Haley is proactive in providing clear action items to achieve financial goals. Before joining Aprio, Haley had a proven track record at top-tier global financial institutions, developing extensive experience in the financial services industry.
Having held key advisory and analytical roles at leading global institutions, she possesses a proven ability to manage complex client circumstances and deliver tailored financial solutions. Haley’s proficiency is further supported by a strong technical foundation in financial accounting, developed through instructional leadership and corporate internships. Throughout her professional trajectory, she has consistently combined analytical rigor with a client-centric approach to drive financial success and clarity.
Education & Affiliations
Haley earned a Bachelor’s degree in Finance, graduating Summa Cum Laude from Auburn University Harbert College of Business. She graduated as a University Honors Scholar through the Auburn University Honors College by taking on a more rigorous, discussion- and research-driven academic load beyond the standard degree requirements. She has held the CFP® (Certified Financial Planner™) designation since January 2024.