Certified Estate Planning Assistant
Halie is responsible for guiding clients through our Medicaid Planning Process as well as assisting families with the Guardian Advocacy and Guardianship process. She administers our Medicaid Maintenance Program.
Halie is currently enrolled at Seminole State College working towards her Associate’s Degree in Legal Studies. In 2012, Halie completed the CEPA (Certified Estate Planning Assistant) program through Wealthcounsel. In December 2015, Halie achieved the Competent Communicator and Competent Leader designations through the Toastmasters International Communication Program. In her free time, she enjoys spending time with her family. Halie has been a member of our team since 2005.