Hali joined Magellan Planning Group in the fall of 2019. Starting as a Client Relations Specialist and working her way into office and account management. In the 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 our clients’ needs are met. She manages the processes 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 where she grew up riding horses and competed in Hunter Jumper and Speed Events. She is a graduate of Purdue University with a Master of Business Administration in Project Management and of the University of West Georgia with a Bachelor of Science in Sociology with a Minor in Psychology.
In her free time, she enjoys camping, traveling, and spending time with her husband, her dog, Millie, and family. Her and her husband became proud parents in February 2026 of their daughter, Lily.