Client Services Assistant
Haylee brings extensive customer service experience to her role at Franz Tatum Wealth Management, with a strong background in the banking industry. Her passion for the world of finance drives her to continually expand her knowledge and skills in the field. Haylee was thrilled to join the Franz Tatum team in July 2021, as she truly believes in their commitment to caring for both their colleagues and clients. In her role, she focuses on assisting with marketing through social media, spearheading special projects to enhance the client experience, and handling various administrative duties. Additionally, Haylee is actively pursuing a degree in Business Administration to further strengthen her expertise.
Originally from Vancouver Island, British Columbia, Canada, Haylee now considers the desert her home after spending nearly a decade here. While she has embraced her new surroundings, she fondly reminisces about the ocean and lush greenery of her hometown. During her leisure time, Haylee indulges in a variety of interests, including embarking on adventures, diving into captivating books, honing her crocheting skills, and cherishing moments with her two beloved dogs, Bella and Charlie.