Wealth Management Team
Haley Abel, JD
Vice President, Senior Trust Officer
A graduate of Lewis and Clark Law School in Portland, Oregon, Haley provides administration and management of trust assets and works with families on incorporating family dynamics into wealth and estate planning. With her experience as an estate planning attorney and wealth planner, Haley is proficient in estate and wealth planning law. She also provides guidance on charitable giving and enjoys acting as a fiduciary for family, charitable and special needs trusts. Haley seeks to know each client personally and provide exceptional client service tailored to each client’s specific needs. She enjoys volunteering with Larkin Street Youth Services and hiking in Marin and Sonoma.