Haley Patton

Client Services Associate

Haley assistsour team in an administrative role as a Client Services Associate. Her past experience with tax law and accounting enhances the level of service our clients receive. Haley received a Bachelor of Science in Accounting from Utah Tech University.From there, she developed a passion for helping people navigate their financial life. Most of Haley’s free time is spent on the golf course, but she also loves to paddleboard and go on scenic drives with her fiancé and two dogs.