Client Services Associate
Hali joined Magellan Planning Group in the fall of 2019. Starting as an Administrative Assistant, she recently worked her way up to become our new Client Services Associate. Hali works closely with Kevin and Blake to make sure all of our clients needs are met. She completes new paperwork, works with clients to fulfill account requests, and assists in the day to day operations of the office.
Hali is originally from Peachtree City, Georgia. She is a graduate of the University of West Georgia with a Bachelor of Science in Sociology with a Minor in Psychology. She is currently working toward a Master's Degree in Business Administration. In her free time, she enjoys hiking, exploring new cities, and spending time with her dog, friends, and family