Hayley joined BPG Wealth Management in 2021 and earned her Series 7, Series 66, and Oregon Insurance Producer license in 2023. With a background in customer service within the education field, she brings a people-first approach to her work in the retirement plan space. Hayley is known for her compassion, patience, and ability to explain complex topics in a way that feels approachable and empowering.
She specializes in partnering with business owners across the Pacific Northwest to design and manage retirement plans that truly serve their employees. Hayley is passionate about creating clear, straightforward paths to saving for the future and helping employees build confidence around their financial decisions so they can work toward the life they envision.
In addition to her work with retirement plans, Hayley supports clients of all ages and experience levels through the financial planning department. Alongside the BPG team, she helps clients create thoughtful, personalized road maps toward long-term financial security.
Hayley is also the co-founder of The 401(k) Girls, an educational initiative focused on making retirement planning more accessible through relatable guidance, practical tips, and empowering conversations around money.
She lives in Milwaukie, Oregon with her husband and enjoys spending time outdoors. Outside of work, Hayley can often be found traveling to new places, biking local trails, or tending to her garden.
Qualifications
- Bachelor of Public Health Education: Community Health at Portland State University
- Accredited Investment Fiduciary® (AIF®), Center for Fiduciary Studies
- FINRA Licenses – Series 7,66
- 401(k) Rollover Specialist ((k)RS), National Association of Plan Advisors
- Life, Disability, Health, and Long-Term Care Insurance Producer Licenses
Memberships/Associations
- Women in Insurance and Financial Services (WIFS) Portland Metro Chapter, Marketing Chair
Accomplishments
- NAPA Top Women Advisors 2025 - Rising Star
Disclosure: The 2025 Top Women Advisors Rising Star is a ranking given by The National Association of Plan Advisors (NAPA) an affiliate of The American Retirement Association. NAPA member firms nominate candidates for this recognition. Individuals from the retirement industry vote on the nominations. Nominees respond to a series of questions, both quantitative and qualitative, about their experience and practice. The anonymized questionnaires are reviewed by a panel of judges who select the women honored. Recipients of this ranking are top producers who have less than five years of experience with retirement plans as a Financial Advisor (some have been working with plans longer, but not as a Financial Advisor). Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.