HAAS FINANCIAL GROUP - Key Persons
My role is to lead you through our financial planning and investment process. I want to help you navigate important financial decisions throughout your life, exploring what's possible and making adjustments over time to keep you on track to achieve the financial freedom to live the life you desire.
I joined Ben in January 2015 after spending the previous 6 years (the majority of that time working closely with Ben) at Ameriprise Financial learning and executing the financial planning process. Though after working as a planner in the corporate "funnel", I started to see the incredible value of guiding someone through a process and the positive impacts that could be achieved through deep conversations and building long-term relationships.
Our trusted relationships are at the center of EVERYTHING we do. We want to take the time to get to know you and your financial life as well as you do, if not better. We want to understand what motivates you, what are your priorities in life, because only then do we feel equipped to give you the personalized advice that fits your unique situation. It's immensely important for us to make sure your financial path aligns with your personal values.
While you may be faced with difficult decisions around specific life events (deciding to retire or dealing with the loss of a loved one, for example), we've helped our clients navigate these situations a countless number of times already. I want everyone we work with to feel confident knowing we have their best interests at heart. Our goal is to help keep you focused on the things you can control, filter out the noise from the things you can't and then be a partner on your journey, helping keep you on the right path no matter how many twists and turns it may take.
I grew up in Kutztown, PA, where the atmosphere is very much small-town America; everyone knows your name, you lift each other up, help each other out, you care about your community and you value things like faith, family and your finances (and probably in that order). Growing up living those values is main reason I'm still here, now raising my family in Lenhartsville, PA, and those same values shape the mission and vision of the Haas Financial Group.
Job Titles:
- Financial Planning Associate
I play an integral part guiding people through the initial financial planning process.
I'm the point person driving the initial financial planning process, reviewing client data and making sure it's accurate within our financial planning tool, eMoney, as well as collaborating with the team to develop advice. Once we finalize the recommendations, I help memorialize that information within a financial plan that includes actionable next steps. After the initial planning process is completed, I prep agendas for upcoming meetings to make sure we can tackle the next steps together. If there are any new variables or goals that come up, I also help adjust the baseline plans to reflect those changes.
I'm currently studying to become a Certified Financial Planner™ as I love learning and continually pushing myself to grow, getting to understand more about the technical side of financial planning, as well as the human side of advising. I have a lot more to learn but I can't wait to see what the future has in store for me!
Job Titles:
- Financial Planning Associate, Reflects on Her Home Buying Experience As Closing Quickly Approaches.
Holly Hinkle, Financial Planning Associate. talks about the small signs that bring back memories.
Holly Hinkle, Financial Planning Associate, reflects on her home buying experience as closing quickly approaches.
Job Titles:
- Introducing Our Newest Team Member