In 2019, Haley joined Truliant Federal Credit Union at the Hanes Mall branch. A year later, she transitioned to the Clemmons branch, where she grew her career and stepped into branch leadership. Haley is passionate about helping credit union members make sound financial decisions and reach their personal financial goals. Thus, she obtained her securities licenses, NC insurance certifications and joined Truliant Financial Advisors as a Licensed Sales Assistant in 2023.
As a Licensed Sales Assistant, Haley is responsible for supporting and assisting our financial advisors and their clients. She focuses on administrative accuracy and operational efficiency so Truliant Financial Advisors can give our members the best possible client service and guidance.
Education and Experience
Haley graduated with an Associate’s degree from Forsyth Technical Community College in 2015. She is currently enrolled at Western Carolina University pursuing a Bachelor’s degree in Finance with a focus on Financial Planning.