Haley joined CORE in 2024 bringing years of knowledge and experience in the areas of trust and estate planning with her time at a regional trust company. Her passion for people and their wellbeing is apparent, driving lasting relationships. “It brings me immense joy knowing that I can help ensure client’s wishes and desires are honored and that their legacy is preserved for future generations.”

Born and raised in Polk County, Haley has a knack for places and people in Lakeland and the surrounding area including social events and wine tastings. Of all the things she enjoys, she finds going to the symphony most relaxing.

Haley graduated with a master’s in business from Southeastern University, attended Florida Trust & Wealth Management School, and has obtained her Certified Trust and Fiduciary Advisor (CTFA) designation. She is most excited to use her education and talents to put her unique fingerprint on building CORE’s trust division adding value to existing services.

Haley has traveled to more than 52 countries exploring the intricacies of various cultures and peoples. “Thailand holds a special place in my heart because that’s where I met my husband.”

Her and her husband Brandon have been married since 2019 and have a toy poodle named Zola.