Haley joined the Secure Financial team in November of 2020 and has been enjoying learning more about the financial community since. While working at Secure Financial Group as an executive assistant part time, she is also pursuing her bachelor’s degree full time at Central Connecticut State University’s school of business. As executive assistant to Dave and Scott, Haley assists in the onboarding of new clients and the account maintenance of existing clients. Haley is passionate about providing an elevated customer experience through operational excellence and efficiency, and personal attention. She is always happy to assist the team and their valued clients in any way possible. Say hello to Haley at the office’s next client appreciation and education event!