MEET OUR TEAM

JOSH HANEY

FOUNDER & FINANCIAL ADVISER

Josh Haney is a Financial Adviser with Eagle Strategies, LLC, a subsidiary of New York Life, and President of Haney Financial Solutions LLC. 

Josh received his Bachelor of Science in Business Administration with a concentration in Finance from the University of Tennessee. Upon graduating in 2008, his career with New York Life began as an Agent. He is currently a qualifying member of the Million Dollar Round Table^* (2017-2021) and Court of the Table for MDRT (2021), an industry wide organization recognizing the top producers in the world, NAIFA’s National Quality Award, and a fellow member of New York Life’s Executive Council^**. He is also a member of Presidents Council (2021).

Josh is qualified to focus on financial planning and focuses on helping retirees, business owners, and professionals in the areas of risk management, retirement, estate conservation, and business succession planning.  He conducts regular meetings with clients to review performance, reconfirm financial goals and make adjustments as economic or lifestyle conditions warrant.  Attention to detail, good listening skills and great empathy are symbols of appreciation shared by his clients. 

Josh and his wife, Lauren, have two sons, Hugh and Dean. Away from business, he enjoys golfing, Tennessee football, and spending time with family and friends.

*The Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

**Council is an annual company recognition program based on agent production from July 1-June 30.

AMANDA LA RUE

FINANCIAL ADVISOR & WEALTH ADVISOR

Amanda La Rue is a Financial Advisor with Eagle Strategies LLC, a subsidiary of New York Life, and a New York Life Executive Council member*. She is passionate about helping her clients create systems to get their money working for them, so they can focus their time and energy on everything else that's important in their world. For her business clients, she brings specialized expertise in providing innovative solutions to attract, retain and reward employees, from retirement solutions to employee and fringe benefits.

A National Merit Scholar and high school salutatorian, Amanda graduated Summa Cum Laude from the University of Alabama in 2014 with a B.S. in Business Administration, with concentrations in Finance and Economics. She spent her early career as a strategy consultant with Bain & Company in Dallas, Texas, before working on Wall Street in New York City, where she advised on wide-ranging projects from mergers and acquisitions, to post-merger integrations, to pure strategic initiatives across diverse financial disciplines.

Amanda joined the New York Life family in 2022 following her husband’s relocation to the Rocket City. Together with their son, they enjoy exploring Huntsville, hiking with their Australian Shepherd, and playing strategy board games with friends. They are also active members at First Bible Church in Madison. Amanda considers herself a lifelong learner and enjoys diverse interests across languages and cultures, music, economics, theology, medicine, and science. She has recently gotten into gardening, for better or worse, and frequently marvels at the creativity and beauty of the Creator. She aims to live each day taking full advantage of the gifts she has been given, and to use her one life to make the world a better place.

*Council is an annual company recognition program based on agent production from July 1-June 30.

DEBORAH L MOSLEY

ASSOCIATE FINANCIAL ADVISER

Deborah Mosley is an Associate Financial Adviser with Haney Financial Solutions.

Since 2001, she has developed financial and investment strategies with clients by helping them focus on their individual financial objectives. She currently works with Josh to create a personalized and active plans that grow and adapt with our clients’ needs.

Deborah graduated from Auburn University and began working in sales for a small family business. Not long after that, she decided that financial planning was her true passion and received her Certificate of Financial Planning from Oglethorpe University.

Deborah is a past board member of Crisis Services of North Alabama, and she enjoys time with friends, family and her church.

HAYDEN MILLER

FINANCIAL SERVICES PROFESSIONAL

Hayden is a Financial Services Professional with New York Life.

Hayden grew up in Pulaski where he attended Giles County High School. Later, he graduated from the University of Tennessee with his Bachelors degree in Sports Management with a minor in Business Administration. Hayden began his career at New York Life in February of 2021.

In his spare time, Hayden enjoys golfing, watching Tennessee athletics, and spending time with friends and family.

KIMBERLY J MORTON

OFFICE MANAGER/LICENSED ASSISTANT

Kimberly Morton manages Client Services and is the primary point of contact for Haney Financial Solutions. In addition to those roles, she is responsible for all administrative and operational needs. Those responsibilities include meeting clients, servicing them and overseeing daily business of the team. Kimberly has maintained her insurance license over the last 20 years.

Kimberly was born and raised in the Pulaski area. She and her husband, Steve, have two daughters.