Happy Thanksgiving weekend from your Hayes Wealth Advisors team...

Before getting back to the hustle and bustle tomorrow I want to take the opportunity to tell you how thankful we are to work with you, your family and staff... we love what we do because of our relationship with YOU!

This year our staff has grown and evolved in our roles and it seems like a great time to get you up to speed on our team members and who does what. Also, I am traveling weekly in December and out of the country for Christmas so copying the team is a good way to make sure what you need gets addressed quickly.

Alexis Gonzalez

Planning Associate

Alexis joined our team in June of this year and is working toward his CFP in 2025 with the goal of growing into an advisor role for Hayes Wealth Advisors.

Alexis is Natalie's right hand person for all things planning and a great first stop for time sensitive transfer requests, material requests and really any other question you may have! He also has his Series 65 and is a qualified resource for staff questions.

alexis@hayeswealthadvisors.com

Heidi Sandate

Director of Client Services

Heidi has been with Hayes Wealth Advisors since 2021 and in addition with managing the client experience by makis sure we're on track with planning and annual events like Roth conversions, Heidi is our go-to for new accounts, transfer requests, and other account-related issues.

We also take advantage of Heidi's event planning background for fun in-person client experiences.

heidi@hayeswealthadvisors.com

Julie Erickson

Director of Operations

Julie is our longest team member, starting at Hayes Wealth Advisors in 2020. Her role is mostly back office (HR, compliance and administration) but she also manages Natalie's calendar and is a great place to request a meeting date.

In addition, Julie manages our billing and is available to answer any questions about invoicing. She is also our resident in-house Gusto expert.

julie@hayeswealthadvisors.com

Best wishes for a great end to the Thanksgiving weekend and we look forward to wrapping up 2024 with you and planning full steam into 2025!

Happy Holidays!

The Hayes Wealth Advisors Team

Natalie, Alexis, Heidi and Julie