Brian Haney is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with The Haney Company, P. Allen Haney, or Scott Haney. Advisory Services are offered through Coastal Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.

Check the background of this investment professional on FINRA’s BrokerCheck

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Extraordinarily Attentive and Unwaveringly Loyal

Who we are

 

The Haney Company offers financial services advice and guidance based on decades of experience and the highest level of personal attention. These advantages provide an uncompromising dedication to our clients and the ability to find the right financial solutions for you and your goals. As specialists in insurance and retirement programs for Associations and their executives, we’ll always dig deep to find the insurance and affinity plans that work for your organization. And because of our extensive training and experience, we can also provide you with innovative solutions that fit best.

Though the Haney Company was founded 6 years ago, it represents the merger of 2 large independent financial practices that span a combined 50+ years of Financial Industry experience. Founders Brian Haney and his father Allen successfully merged their practices to create a full-service multi-lines insurance brokerage & advisory business specializing in employee benefits, retirement plan consulting, life insurance, property & casualty insurance, and strategic asset & wealth management.

 
Our Team
Allen Haney, CPCU®, CLU®, ChFC®, CASL®, ChHC® FASAE, CAE 
Co-Founder, President

ahaney@thehaneycompany.com | Phone: 301-593-0600

Brian Haney, CLTC®, CFS®, CFBS®, LACP® 
Founder, Vice President

bhaney@thehaneycompany.com | Phone: 301-593-0600

Allen Haney is highly respected in the non-profit industry for his ability to solve problems by developing creative solutions that make a huge impact on the association or organization. He is a trusted advisor to both association and non-profit executives as well as their boards. His counsel on employee benefits, executive compensation, and retirement planning routinely vitalizes the health and sustainability of associations.

Allen’s all-inclusive, uncompromising commitment to his clients is his hallmark. Through a diligent examination of their needs, Allen makes sure his clients are equipped to make thoughtful, strategic financial decisions. Allen expands client capacity by uncovering risks and opportunities hidden in blind spots. Clients remark that they don’t just learn what to do, but “why” they should do it. As a testament to his client commitment, Allen became a Certified Association Executive (CAE) to provide a more in-depth perspective and better serve associations.

Allen is actively involved in the American Society for Association Executives and has been honored with significant awards and recognitions including:

•    The only insurance broker in the ASAE to be named an ASAE Fellow (FASAE)
•    The only broker to receive the ASAE Distinguished Contribution Award
•    The first broker to receive the ASAE All Star Award in Insurance & Financial Services
•    Association Trends™ Vendor of the Year

Allen is also a contributing author for the ASAE Handbook of Professional Practices in Association Management, Third Edition. He was named a Risk & Insurance magazine Power Broker. He was also one of only a few brokers nationwide to receive the insurance industry’s top award — the Liberty Mutual Responsibility Leader designation.

A life-long learner, Allen’s professional designations include: Chartered Property Casualty Underwriter (CPCU®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Chartered Advisor for Senior Living (CASL®), Chartered Health Care Consultant (ChHC®).

Allen is the past DC Chapter president of the Chartered Property Casualty Underwriters Society. He is a founder of the Professional Insurance Marketing Association and served on its board of directors for many years. Allen also served on the board of the Society of Financial Service Professionals. Allen earned his BS in Management from University of Maryland. He is proudly married to his wife Dianne and they live in Silver Spring, Maryland.

Brian has been in the Financial Services Business since 2003, working with a diverse group of clients representing a slice of the Washington DC marketplace. As a native of the Washington area, he grew up in Chevy Chase, Maryland, attending high school in Bethesda. He founded The Haney Company with his father 6 years ago, to combine 2 generations of industry experience. With more than a decade of experience in Banking, Investments, Asset management and insurance, Brian's expertise and keen insights provide organizations, businesses and individuals with unique and innovative strategies to meet their insurance needs and financial goals. The marriage between his father’s association/non-profit expertise and his private industry background give the Haney Company a substantial edge in the marketplace.

Brian is active in the industry and has received much recognition during his time. He was a SunTrust Bank EdgeMaster Conference Qualifier 2006, the West Financial Group New Agent of the year in 2008, MassMutual Life Insurance Company Rising Leader 2009, 2010, 2011, MassMutual Life Insurance Company Leaders Qualifier 2009, 2010, 2011, 2013, 2016, MDRT Qualifier every year since 2009, MDRT Court of Table Qualifier in 2014, 2015, 2016, & 2017, 2018 and a Top of the Table Qualifier for the last 3 years. Brian is also a NAIFA National Quality Award recipient each year since 2013. Brian was also named one of NAIFA’s prestigious 4 Under 40 in 2017, as well as their Diversity Champion in 2018. Brian was honored to be one NAILBA's ID 20 winners and one of the Washington Business Journal's 2019 40 UNDER 40 winners. He is an active Board member of NAIFA Greater Washington, currently serving as Immediate Past President.

Brian’s professional designations include:
•    Certified Funds Specialist (CFS®)

•    Certified Income Specialist (CIS®)
•    Certified in Long Term Care (CLTC®)
•    Certified Family Business Specialist (CFBS®)
•    Life & Annuity Certified Professional (LACP®)

 

Brian was formerly a Private Banker & Investment Associate for SunTrust Investment Services, and a Licensed Banker at Wachovia bank where he began his career. Brian resides in Silver Spring, Maryland with his wife and daughter. He is a 2002 Graduate of Indiana University.

Scott Haney, LUTCF®
Vice President, Client Services

shaney@thehaneycompany.com | Phone: 301-593-0600

In addition to being an all-lines broker, Scott brings exceptional management, organizational and analytical skills to the Haney Company. Scott’s main responsibilities center on Client Services; he is critical to the Haney Company’s ability to provide timely fulfillment for its Clients. Scott also supervises IT Management and Social Media.

Scott’s background in production and corporate communications brings an additional strength to the Haney Company.Scott is an award-winning producer – attributing his successes to his ability to listen to Client’s needs and provide a product that exceeds their expectations.  He brings that same pursuit of excellence to the Haney Company.

Prior to the Haney Company, Scott was the President and Founder of El Haney Productions LLC in Atlanta, GA where he produced award-winning documentaries. Scott also worked at FishEye Media Productions, Inc. where he developed programs for international finance and utility companies.

Scott graduated with honors from Indiana University in 2006 with double major in Communications and Culture and Telecommunications. He was accepted into various honor societies including: Golden Key Society, Phi Eta Sigma, Alpha Lambda Delta and the National Honor Society.

Scott is married to his lovely wife Lawanda, and currently resides in Olney, Maryland.

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