Haley Tonge has a solid foundation in financial strategy and business management. As a trusted advisor, she is focused on leveraging her experience to guide her clients toward a prosperous financial future. She values the personal aspect of preserving a client's legacy, and understands not only the importance of financial wealth, but the intangible aspects of family history, values, and aspirations. She believes in building lasting relationships with her clients, ensuring their wishes and desires are honored and their legacy is preserved for future generations.

Haley attended Southeastern University, where she earned both her bachelor’s and master’s degree in business. She also attended the Florida Banking Association’s Florida Trust and Wealth Management School.

Haley is an avid traveler, finding inspiration and new perspectives in exploring different cultures. She is a member of EMERGE Lakeland, The Lakeland Rotary Club, and the Polk County Estate Planning Council.

Memberships / Activities

• Polk County Estate Planning Council
• The Lakeland Rotary Club
• EMERGE Lakeland

Education

• Master of Business Administration, Southeastern University
• Bachelor of Science in Business Management, Southeastern University
• Florida Trust and Wealth Management School