Haylee brings a wealth of customer service experience to her role at Franz Tatum Wealth Management, drawing from her background in the banking industry. Thrilled to become part of the Franz Tatum team in July 2021, she aligns with their commitment to prioritizing the wellbeing of both colleagues and clients.
In her role, she provides essential administrative and operational support to the clients and team. With a focus on enhancing the client experience, she assists in preparing the team for meetings, maintaining relationship management systems, executing a range of client requests, and optimizing internal processes. Driven by her passion for finance, she is actively pursuing a degree in Business Administration to continually enhance her knowledge and skills.
Originally from Vancouver Island, British Columbia, Canada, Haylee now calls the desert home, having spent over a decade here. While she embraces her new surroundings, she holds fond memories of the ocean and lush greenery of her hometown. During her downtime, Haylee explores various interests, from embarking on adventures to honing her crocheting skills, all while cherishing moments with her two dogs, Bella and Charlie.