Haley Lee, CFP®
Financial Advisor
Haley is a CERTIFIED FINANCIAL PLANNER™ professional and proud Loveland native who followed in her father Paul’s footsteps—both personally and professionally. After earning her Finance degree summa cum laude from Arizona State University’s W.P. Carey School of Business and Barrett, The Honors College, she launched her career in Nashville, working with financial advisors across the East Coast at Jackson Financial Inc. There, she gained hands-on experience in retirement income planning, tax mitigation, estate planning, asset protection, and more.
She made the move back home to Colorado with her husband, Liam, to join Paul’s practice, bringing a fresh perspective and energy that complements Paul’s decades of experience.
Outside of work, Haley enjoys golfing, traveling with her husband, Liam, cooking, volunteering for Colorado State University’s Kappa Delta Chapter Advisory Board, and cheering on her favorite basketball team, the Kansas Jayhawks. She’s thrilled to be living and working in the town she loves —helping others build and execute a financial plan with confidence.