Haley Dodd

Haley Dodd,  Client and Engagement Specialist 

Haley Dodd serves as the Client and Engagement Specialist at Sunstone Planning, where she helps keep the firm's day to day operations running smoothly while creating a welcoming experience for clients. She has a background in office administration, client service, project coordination, and business operations. She enjoys finding organized, efficient solutions that allow the team to focus on what matters most: serving clients.

Haley has always been passionate about helping others and believes that kindness, clear communication, and attention to detail can make a meaningful difference during life's important decisions. She enjoys building relationships with clients and takes pride in creating an environment where people feel supported and valued from their very first interaction.

Outside of work, Haley enjoys staying active through fitness, spending time with her husband, and continuing to explore the world. She believes in lifelong learning and is always looking for opportunities to grow both personally and professionally.