Certifications:
Series 65 License
Earned CFA Level I
Education:
B.S. in Economics, Mathematics minor – Saint Mary’s College of California
Experience:
UBS Financial Services – Client Service Associate
New York Life – Agent Assistant
Northwestern Mutual – Investment Operations Specialist/Associate Financial Representative
Driven by a lifelong desire to help others, Hailey’s journey in wealth management began after graduating from Saint Mary’s College of California with an economics degree. Her first role at Northwestern Mutual, exposed her to the world of financial planning, where she quickly realized her passion for working closely with clients to reach their financial goals. This set her on a path to wealth management through various insurance and investment firms before finding her way to Sand Hill.
As a senior associate at Sand Hill, Hailey found the perfect environment to pursue her passion for helping people. She thrives on making financial planning more accessible for clients by going above and beyond to ensure their needs are met. Her growing knowledge of investment and finance, combined with Hailey’s natural curiosity and ability to ask insightful questions, makes her an excellent advocate for clients, and a valued team member. She particularly appreciates the holistic approach and the collaborative atmosphere here at Sand Hill.
Outside of work, this Bay Area native balances diverse interests and a commitment to giving back. She’s an avid reader, Formula One racing fan, and devoted follower of NCAA Softball. She’s also recently taken up Muay Thai and Brazilian Jiu-Jitsu. Hailey’s dedication to helping others extends beyond her professional life. Hailey loves working with a number of charitable organizations, including Be the Match, which connects cancer patients with live-saving bone marrow donors.