Hali joined Magellan Planning Group in the fall of 2019. Starting as an Administrative Assistant and working her way into office management. In fall of 2021, Hali was promoted to Director of Branch Operations, and in addition to running the office, she works closely with Kevin and Blake to make sure all of our clients’ needs are met. She manages the paperwork associated with opening and transferring accounts, works with clients to fulfill account requests, and oversees 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, traveling, and spending time with her dog, friends, and family. Hali recently got engaged and will be getting married in the fall of 2023.