Haley Langan, CFP®

Associate Wealth Advisor

Haley joined the firm in March 2017 and currently serves in the position of Associate Wealth Advisor. In this role, Haley works directly with the Wealth Advisors and supports them in maintaining client relationships and serving a wide range of client needs. Haley is also a part of the Engagement Planning Group where she leads social media marketing and planning client events.

Prior to joining the firm, Haley worked as a Fund Accountant in the Private Equity Department at SEI Investments.

Haley graduated with a Bachelor of Science in Accounting and Finance from Eastern University.

Outside of work, Haley enjoys traveling, hiking, going to concerts, and brushing up on her cooking skills.

Haley currently resides in Clifton Heights, PA with her husband Ryan and their dog Tucker.

CERTIFICATIONS/LICENSES:

•            Certified Financial Planner (CFP®)

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