Lake Road Advisors Hires Hayley Haslett, CFP® for Associate Advisor Position
Financial planning and investment professional, Hayley Haslett, CFP®, joins Lake Road Advisors to support the company's rapidly growing client base.
CORNING, N.Y., March 24, 2022 /PRNewswire-PRWeb/ -- Lake Road Advisors, a fee-only financial planning firm in Upstate New York welcomes Hayley Haslett, CFP® to the company as an Associate Advisor.
Prior to joining Lake Road Advisors, Haslett served as an Associate Advisor for Blue Water Wealth, Inc., where she was an advisor for more than 130 client household relationships. During her time there, she worked with dozens of clients, helping each of them understand their current financial situation, visualize their future, and determine action steps to meet their goals.
"Hayley will play a key role in supporting the firm's growing client base," says Paul Sydlansky, CFP®, and Founder of Lake Road Advisors. "She brings a customer-first approach and a strong financial planning background that I know will benefit our clients."
Haslett graduates in May with a Master of Science in Personal Financial Planning from Kansas State University and holds a Bachelor of Science in Business Administration, Financial Services from San Diego State University. In addition, Haslett is a CERTIFIED FINANCIAL PLANNER(TM) professional.
Haslett is passionate about working with the next generation, including mid-career professionals, small business owners, and young families who are seeking guidance through complex financial decisions. It is Haslett's priority to be a trusted advisor and empower her clients to make financial decisions that serve their best interests.
"I am thrilled to join Lake Road Advisors as I know the firm offers its clients an innovative, forward-thinking approach and outstanding customer experience," says Haslett. "I look forward to supporting current clients and growing the business alongside Paul."
In addition to advising clients at Lake Road Advisors, Haslett is also passionate about supporting new industry professionals and giving back to the community. This year, she plans to mentor financial professionals through the CFP Board Mentor Program and SDSU students through the Aztec Mentor Program.
Sydlansky, in particular, is looking forward to Haslett serving Lake Road Advisor's growing client base—and giving the company's clients tools and information needed to shape their financial futures.
About Lake Road Advisors
Lake Road Advisors, an independent fee-only financial planning firm based in Corning, NY, specializes in working with mid-career professionals with young families across the country who want to ensure they are making smart financial decisions today and for their future. For more information about Lake Road Advisors, visit https://www.LakeRoadAdvisors.com.
Media Contact
Paul Sydlansky, Lake Road Advisors, +1 (607) 438-2914, [email protected]
SOURCE Lake Road Advisors
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