John C. Haley, AIF | President
John earned his Bachelor’s Degree in Economics at the University of Utah. In July of 1994, he began his financial services career at Prudential Preferred Financial Services in the Seattle office where he became a leading expert in institutional investment consulting and planning for the region. In 1997, John moved his practice to RA Bench, where he specialized in investment consulting, design of general and executive benefit arrangements, the financing of shareholder buy-sell agreements, and estate tax and business succession planning. He co-founded Duncan & Haley in December 1998, and has subsequently studied and worked intensely in institutional investment theory, fiduciary stewardship and the delivery of private client comprehensive wealth management services. In addition to being a Registered Investment Adviser, John has held the Series 7 (inactive) 65, and 24 securities licenses, however no longer affiliates with a broker/dealer. He carries the Accredited Investment Fiduciary (AIF) designation, and is a licensed life, health, disability, long term care, and property and casualty insurance producer. John is married, has five children, enjoys skiing and hiking and volunteering with local charitable and conservation organizations.
Kelsey Morrison, CLTC® | Insurance & Investment Consultant
As Vice President at Duncan & Haley, Kelsey is dedicated to helping clients reach their goals. She has an innate talent for "reading between the lines" and getting at the heart of clients’ true needs. Employing a careful balance of education and advice, she explains strategies in a straightforward and candid way. Kelsey joined Duncan & Haley in 2003 after graduating with a BA in Business from the University of Washington (Go Dawgs!). Speaking of her years at Duncan & Haley, Kelsey says, “I was lucky to be mentored by some of the best in the business. I was told early on to ‘only recommend to clients what you would to your own mother’. That unbiased, transparent approach is at the core of Duncan & Haley’s mission and I’m proud to represent that.”