Matthew Haley is the lead wealth planning advisor at McKeague & Haley, as well as a co-founder of the firm. In this role he is responsible for overseeing the entire wealth planning process for clients as well as coordinating with the investment services team. Haley’s primary area of specialization is in individual and business planning for physicians and their families, an area that he has a strong personal as well as professional interest in.
Haley is an alumnus of the University of Hawaii and has earned a Bachelor of Business Administration in Finance from the University. Prior to founding McKeague & Haley he was an advisor and manager with the Principal Financial Group in Honolulu and brings over 21 years of financial and leadership experience to his role at the firm.
A firm believer in community involvement, Haley volunteers his financial experience on behalf of several local non-profit and not-for-profit organizations. Born and raised in Hawaii, he currently lives in Honolulu with his wife, 2 daughters, and assorted cats. None of whom listen to anything he says. He is a passionate collector of children’s book illustrations and is not allowed in bookstores unsupervised.