Meet the Experts

We are 2 CAE’s on a mission to solve your Retirement Plan concerns, and we are here to help you succeed!
When a financial industry veteran, who is both an ASAE Fellow and a CAE, gets together with a tech-savvy and somewhat edgy financial professional who is also a CAE, good things happen! Never hurts that those two also happen to be father and son.

Allen Haney was one of the first consultants to be invited to become a Fellow of ASAE. He was also the first broker to receive the ASAE All Star Award in Insurance and Financial Services. Highly respected in the non-profit community for his ability to solve problems by developing unique solutions that make a huge impact, he has served the Association community for over 40 years. Having built one of the earliest Association Multiple Employer Trust (MET) models back in 1993, Allen remains a trusted Retirement Plan expert.

Brian Haney is a 16-year financial professional experienced in banking, employee benefits, investments, Retirement plans, and Insurance. As a specialist in working with privately-owned business, his expertise and keen insights provide businesses, organizations, and affluent families with innovate strategies to meet their insurance and financial goals. A self-avowed tech junky, he runs the “That’s My Financial Guy” podcast and has been awarded as one of NAIFA’s 4 UNDER 40, The Washington Business Journal’s 40 UNDER 40, and NAIFA’s 2018 Diversity Champion. The marriage between his private business expertise to his father’s association experience gives their firm a substantial edge in the marketplace. Brian has spent the last 10 years leading the firms Retirement Plan consulting practice.

The Haney Company offers Associations financial services solutions, guidance, and advice based on decades of experience and the highest level of personal attention. As the only financial services firm owned and operated by not 1, but 2 Certified Association Executives, our clients can be assured we don't just understand financial services and insurance, but we share a unique understanding of Associations and the day-to-day challenges Association professionals face. We know associations and their members and want to join you in advancing your Mission!
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