Our Team
Founded by Duke Hale in 1983, Hale & Associates is a financial services firm specializing in retirement planning throughout the country. Family-run and independent three generations in, we answer to clients — not a corporate parent. Holistic retirement planning, tax-efficient estate protection — built around you.
Our People
Founder & President
Executive Vice President
Vice President & Managing Director
Senior Vice President of Sales
Vice President of Retirement Planning
Director of Business Development
Director of Client Services
New Business & Operations Manager
Producer Relations Coordinator
Director of Marketing
Inside Sales Associate
Inside Sales Associate
Inside Sales Associate