MESSAGE FROM THE FOUNDER

I established Haines Financial, LLC with the compelling vision of bringing my clients’ dreams to life. We are passionate about helping our clients properly prepare for tomorrow, while fully living today. Through hard work, attention to detail and unwavering dedication we guide our clients through a multi-step process of defining their goals, designing and implementing a strategy to work toward their goals and most importantly, helping them enjoy their dreams as they live them.This is why each team member has embraced our mission to be stewards of our clients’ financial well being through diligent income planning and disciplined wealth management.

OUR COMPANY

OUR PARTNER

OUR TEAM

MBA|AAMS®|AWMA®|CFP®

Brandon Haines
Founder & Wealth Advisor
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AAMS®|AWMA®|CFP®

Kathy Oswald
Wealth Advisor
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AAMS®|AWMA®

Robert Wheeler
Wealth Advisor
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CRPC®|CFP®

Matt Stephens
Wealth Advisor
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RFC®|Registered Principal

Karen Walsh
Team Leader
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