Receptionist | Client Service Associate
Halie joined the BentOak Capital team in June of 2021 and brings a decade of client service experience. She has a background in a little bit of everything. When in high school she worked for her hometown Pharmacy as a technician in training and from there went on to college. She is a certified Pilates Instructor and prior to working at BentOak she was an administrative coordinator for an Orthopedic Doctor.
Halie works in our Weatherford office as a Receptionist and Client Service Associate. She loves to serve others making her a great team member and helping BentOak clients with any administrative needs they may have – from address changes to retirement distributions. Halie also helps with advisor scheduling and client meeting follow-up items. She is incredibly happy to have found her path here and looks forward to all her growth in the financial industry.
In her free time, Halie loves to spend time with her soon-to-be husband Joshua, family, and friends! Anything to do with the outdoors she is in for – golfing, camping, and fishing. She loves all animals and especially her two puppy dogs, Yodi and Lola.