About us / Meet Our Team
ABOUT US
Hayes Financial Advisors has been providing clients with personal financial guidance for over 30 years. We offer a variety of products and services, from investments and tax preparation to comprehensive financial planning. Our professionals offer a wide range of strategies that will help provide for your financial security, now and in the future. Whether you are a recent college graduate, are established in your career, or are a current retiree, we can help you.
Our unique combination of investment and tax professionals enables us to carefully coordinate tax and investment strategies. The objective of this coordinated effort is to maximize your investment return while minimizing your taxes, resulting in you keeping more of what you earn.
Whether you have a question about refinancing your mortgage, starting a college savings plan for your child, have experienced a job change, or are feeling anxious about your own upcoming retirement, we at Hayes Financial Advisors will work hard to help you make informed, prudent decisions regarding your future.
We also assist business owners in identifying and implementing the right retirement plan for their business. Retirement plan costs, tax consequences and investment options are carefully evaluated to make certain the plan selected provides the maximum benefit to the owner and the employees.
Mission Statement
Our mission is to be a blessing, both professionally and personally, to those we serve by enabling them to achieve greater peace, confidence, and security regarding their future. Our values of honesty, integrity, professional excellence, and general concern for our clients drive all that we do.
MEET OUR TEAM
George Hayes
CPA
George Hayes
CPA
George is a CPA, an Investment Advisor Representative, and holds a degree in Accounting from Towson University.
George and his wife, Michelle, have been married since 1984 and have two adult children. They enjoy spending time in the beautiful mountains of Colorado.
George Hayes
Graham Bauer
CFP®
Graham Bauer
CFP®
Graham is a Certified Financial Planner™ Professional, Investment Advisor Representative, and a licensed insurance agent. He is dedicated to assisting his clients with wealth management, retirement and income planning, as well as tax-efficient investing.
Above all, Graham enjoys getting to know his clients and making their financial journey through life as simple as possible. He graduated in 2005 from the University of Baltimore with a degree in Finance.
Graham is married to his wife Hannah and they have three lively boys. They currently reside in Harford County. Graham enjoys the outdoors and spending time on the Chesapeake Bay with his family.
Bryce Bauer
CPA
Bryce Bauer
CPA
As a CPA, Bryce spends a portion of his time guiding clients through their unique tax situations. Bryce holds his Series 7 license and has an exceptional ability to help clients understand the connection between taxes and investments. He finds great satisfaction in discussing investment and tax strategies with our clients.
Bryce graduated from the University of Baltimore in 2008 with a degree in Accounting.
He is married to Amy and has three daughters. The home dynamic for Bryce is very different from Graham’s house with three boys (all relatively similar aged).
Bryce was born and raised in Baltimore County and currently resides in Harford County. He enjoys being outside fishing, crabbing, boating, and doing projects around his house.
Bryce Bauer
Mark Wiley
Administrative Investment Financial Professional
Mark Wiley
Administrative Investment Financial Professional
Mark has earned the Enrolled Agent (EA) designation with the IRS and also currently holds his Series 7 and Series 66 licenses. He works diligently to service both our investment and tax clients. Feel free to ask Mark any questions related to your investment accounts or tax situation; you’ll be thrilled with his outstanding customer service.
Additionally, Mark is a graduate of Towson University and holds a degree in Business Administration with a concentration in Finance.
Mark is an avid golfer who’s still chasing his first hole-in-one. Mark is also a passionate sports fan and loves to talk Ravens and Orioles.
Mark Wiley
Morgan Holter
Administrative Assistant
Morgan Holter
Administrative Assistant
She is the follow-through queen; you can count on her to see every task through to its completion. She is an incredible asset to the team with her attention to detail, willingness to assist clients and staff in any way she can, and consistently goes above and beyond in every situation.
She has experience with servicing investment accounts, assisting in the tax return process, and assuring that every need of our clients is met – whether it be making a cup of coffee or helping with a distribution.
Morgan is a graduate of Towson University with a degree in Mass Communications, and has years of experience in customer service, as well as the banking and financial services industry.
Outside of work she enjoys traveling with her fiancé, visiting the beach, exploring new restaurants, and spoiling her cat – Benny.
Morgan Holter
Kari Schmidt
Administrative Assistant
Kari Schmidt
Administrative Assistant
Her desire is to build relationships through communication and compassion, and strives to make each client feel valued, cared for, and known.
Kari holds a degree in Intercultural Studies and enjoyed living overseas for a time. She is married to Joel and together they have two adult children.
Her greatest joy is being with her family, and in her free time she will often be found in one of her favorite spots -- boutique coffee shops, her garden, plant stores, or somewhere south on a beach!
Kari Schmidt
Jenny Harrison
Administrative Assistant
Jenny Harrison
Administrative Assistant
Jenny holds a degree from Davis College in Biblical Studies with a concentration in Christian Counseling. She is active in both her church and local community.
Jenny and her husband, Micah, live in Harford County with their two boys. She loves Jesus, enjoys family hikes, attending soccer games, and playing with their Cockapoo, Mugsy.