As a client service associate at Wolfe Wealth Management, Haley provides support to the firm’s advisors and clients, handling administrative tasks like transferring funds, opening new accounts and maintaining client records. With an attentive and personalized approach, she strives to make clients feel valued and confident in their financial decisions and anticipate their needs before issues arise.
Haley is committed to continuous improvement and ongoing education to stay up to date on industry best practices and enhance her skills and knowledge. She earned her bachelor’s degree in business administration and accounting from Tarleton State University.
A fervent animal lover, Haley serves on the Board of Directors for Fuzzy Friends Rescue, an organization dedicated to rescuing animals in need in Central Texas. She and her husband live in Waco with their dog, Ike.