Haley joined CORE in 2024, bringing a level of expertise in trust and estate planning shaped by years at a regional trust company. Known for her genuine care and unwavering commitment to client wellbeing, Haley builds lasting relationships rooted in trust, empathy, and integrity.

“What matters most to me is making sure clients feel heard and supported as they navigate some of life’s most important choices.”

She holds a master’s degree in business from Southeastern University, is a graduate of the Florida Trust & Wealth Management School and has earned the Certified Trust and Fiduciary Advisor (CTFA) designation. 

Haley has an intuitive connection to the Lakeland community. Whether attending local social events, wine tastings, or relaxing at the symphony, she embraces the vibrant culture of the area. A seasoned traveler, Haley has explored over 52 countries, immersing herself in diverse cultures and traditions. Thailand remains especially close to her heart - it’s where she met her husband, Brandon. The couple married in 2019 and share their home with Zola, their spirited toy poodle.