I am passionate about helping my clients make the financial decisions that they want to make, but may not understand how to make. There’s a lot of information out there, much of it conflicting, so it can be hard to know how to make sense of it. We want to help you interpret that information so you can apply it properly to your situation.
I’ve been in the Financial Services Business since 2003, working with a diverse group of clients across the Washington DC marketplace. As a native of the Washington area, I grew up in Chevy Chase, Maryland, attending high school in Bethesda.
After graduating in 3 years from Indiana University, I began my career in Banking & Securities and after 5 years formed an independent financial practice. I founded my current firm the Haney Company with my father over 8 years ago. We deliver high level advice and work to ensure our clients understand the best pathway forward. Our goal is to provide the best customer service, custom tailor solutions to your needs, and help you feel better about yourself, your situation, and the decisions you’re making financially.
This podcast is all about sharing stories about life, humor, associations, business, all things financial…and of course pants!