As an assistant at Aegis Financial Partners, Halaina provides client service support to our Financial Planners and their clients. While working closely with Michael and Derek, she has developed trusted relationships with our clients through assisting them with their financial needs. Exceptional communication and reliability are her top priorities. While monitoring overall operations, Halaina provides crucial administrative responsibilities to ensure positive growth and development of the practice.
Halaina is originally from California and currently resides in Boulder with her partner Jon. Outside of work, Halaina loves to hike, run, cook, bake, garden and paint. Halaina believes the most important things in life are family, kindness, honesty and hard work.