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Alyson Haley 1

Alyson M. Haley

Client Service Coordinator

205.397.2808  ahaley@capitalstrategies.net

As Client Service Coordinator for Capital Strategies, Alyson works closely with the Estate Planning team to handle all of our clients’ post-transaction needs, particularly servicing in-force accounts. Alyson is truly the go-to person for our clients. Alyson knows most of our clients by name and even by policy number

Alyson has been a member of the firm for 19 years, and has an extensive background in the life insurance industry.

She and her husband, Rodney, have three sons, and she counts watching them play sports as among her favorite activities. One of her biggest passions is Alabama football.

Alyson graduated from the University of Montevallo with a B.A. in Communication Arts.

Securities and Investment Advisory Services offered through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Adviser, Member FINRA and SIPC. Capital Strategies Group, Inc. is independently owned and operated.