Our Director of Operations, Haley Ellis, CFP®, CPFA®, was recently featured on two prominent industry podcasts, sharing her career journey and path to leadership at our firm.
In Season 3, Episode 3 of The Blueprint: An FPA NexGen® Podcast, “Finding Your Fit: How Haley Ellis Turned Process into a Superpower (and a COO Path)” released on October 13, 2025, Ellis shares how she moved from client-facing planning into operations leadership. She discusses building workflows from scratch, leading through a merger, advocating for her role, and the value of professional community. (Listen & watch here.)
In Episode 252 of the New Planner Podcast by New Planner Recruiting, "Guiding a Firm Merger as a Young Planner Turned Operations Leader with Haley Ellis" released on October 24, 2025, Ellis discusses her transition into the profession, her move to North Carolina, and evolving into a leadership role through a firm merger. She also shares how she faced age discrimination early in her career and turned it into motivation for growth. (Listen & read here)
Ellis commented, “Growth happens at the edge of your comfort zone—but confidence comes from counting your small wins.”
Her appearances reflect AFGAS’s commitment to advancing meaningful career pathways across the advisory profession, strengthening firm operations, and delivering a differentiated client experience. The firm, which operates using the Entrepreneurial Operating System (EOS), continues to align its strategy, operations, and client-service model accordingly.
About Haley Ellis
Haley Ellis is a CERTIFIED FINANCIAL PLANNER™ and Director of Operations at Allegiance Financial Group Advisory Services. Based in North Carolina, she focuses on building a strong, collaborative team culture and streamlining operations to keep everything running smoothly. She’s passionate about creating an environment where the team can thrive and deliver an exceptional experience for clients. Ellis remains active in the Financial Planning Association, particularly in mentoring the next generation of planners.
Connect with Haley on LinkedIn.
About Allegiance Financial Group Advisory Services (AFGAS)
AFGAS is an independent advisory firm dedicated to delivering comprehensive financial planning and investment-management services. With offices in Virginia and North Carolina, the firm serves clients nationwide.