Haley Wall specializes in guiding clients through life’s most difficult transitions, especially those coping with the loss of a loved one. With a compassionate heart and a calming presence, she offers more than financial advice; she helps clients feel safe, understood, and empowered during uncertain times.
Haley’s calling to this work stems from personal experience. After walking closely with her sister and a dear friend through widowhood and witnessing the emotional and financial fallout they endured, she felt compelled to protect others from making decisions in a fog of grief. Now, she equips clients with clear, thoughtful plans so they can move forward with confidence.
A Certified Loss of Life Advocates (LOLA) Advisor, Haley helps clients answer critical questions like: Can I stay in my home? Will my kids be okay? Do I have to go back to work? She brings clarity and reassurance while honoring each person’s emotional journey. Haley often tells clients her favorite part of the job is “helping you spend your money on what brings you joy and purpose,” even as she helps them plan wisely for the future.
Outside of PAX, Haley and her husband co-own a thriving family business. She’s a devoted mom and active in her Bible study group, continually learning how to care for others without pouring from an empty cup. She hopes each client she serves walks away feeling calmer, more confident, and deeply supported.