Extraordinarily Attentive and Unwaveringly Loyal
Who we are
The Haney Company offers financial services advice and guidance, including strategies for aligning values and mission with investment decisions, 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, along with privately owned businesses and families, we’ll always dig deep to find the insurance, benefits, retirement or affinity plans that work best. We are privileged to have some of the world's best clients and they are always our focus and passion. We strive to deliver custom tailored innovative solutions that empower our clients to financial freedom and success.
Though the Haney Company was founded 2013, 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.
Allen Haney, CPCU®, CLU®, ChFC®, CASL®, ChHC® FASAE, CAE
email@example.com | Phone: 301-593-0600
Brian Haney, CLTC®, CFS®, CIS®, CFBS®, LACP®, CAE
firstname.lastname@example.org | 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®).
• Certified Association Executive (CAE)
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 in 2013, combining 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. It felt a lot like "getting the band back together" when they merged practices since both Brian and his brother Scott were paperboys with their father growing up!
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 every year since 2014, and a Top of the Table Qualifier every year since 2016. 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, and NAIFA's YAT Leader of the Year in 2021. Brian was honored to be one NAILBA's ID 20 winners and one of the Washington Business Journal's 2019 40 UNDER 40 winners. Brian was recognized by ThinkAdviser as a 2021 Luminary Awardee for Diversity and Inclusion. He was also Finance Monthly's Insurance & Retirement Services Leader of the year for North America in 2021. He is an active Board member of NAIFA Greater Washington, and an active MDRT volunteer leader.
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®)
• Certified Association Executive (CAE)
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®, CPCU®, IOM
Vice President, COO
email@example.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's professional designations include:
Life Underwriter Training Council Fellow (LUTCF®)
Chartered Property Casualty Underwriter (CPCU®)
Institute For Organization Management (IOM)
Scott is married to his lovely wife Lawanda, and currently resides in Olney, Maryland with their two daughters.
Christopher D. Mills, CPFA®, LUTCF®
firstname.lastname@example.org | Phone: 301-593-0600
Passion is an understatement when it comes to Christopher Mills and his desire to help families and family owned businesses. His real estate and entrepreneurial experience helps him address the complexities and opportunities unique to business owners and real estate investors. His specialties include qualified retirement plans, non-qualified retirement plans, alternative investments, 1031 Exchanges, and liquidity solutions. Working closely with members of The Haney Company, attorneys, and CPAs, his clients are able to benefit from a comprehensive approach to each individual situation.
Chris is a member of the National Association of Plan Advisors, the National Association of Insurance and Financial Advisors, and the National Tax-Deferred Savings Association. In their words, NTSA is "the nation’s only independent, non-profit association dedicated to the 403(b) and 457(b) marketplace." Chris has over 15 years of real estate experience as an investor, and has experience as a loan originator, asset manager, property manager, and real estate agent.
Chris’ professional designations include:
• Certified Plan Fiduciary Advisor (CPFA®)
• Life Underwriter Training Council Fellow (LUTCF®)
Chris is the author of Legacy 101: A Practical Guide. He lives in Northern Virginia with his wife and 3 children. In his free time, he enjoys gardening, hiking, cooking, and classical music.
Benefits Specialist, Director of Client Experience
email@example.com | Phone: 865-407-0400
Jamie Matson has worked in Benefits Administration and optimization for over 12 years, having owned her own businesses as well as working in the corporate world to assist others in their benefits needs. Client Services is at the top of her daily priority list. Jamie enjoys building relationships with clients that allows her to keep their best interest at heart and direct them to the best result regarding employee/group benefits.
Jamie is from a small town in East Tennessee, where she grew up, lived and worked for many years. Later in life, she began exploring the bigger cities and eventually found The Haney Company, joining the family that created the same strong core values that she wishes to assist others with. Jamie has an ability to listen to others and help guide them to answers that are needed for their benefits and insurance needs.
Jamie currently enjoys volunteering with community projects in her spare time, such as Habitat for Humanity, Local Outreach projects that offers free commodities to those in need, other home improvement projects in her local area. She is married to her hard working husband, Scott, has 2 adult children that she spends time with regularly. She also enjoys playing with and caring for her dogs, listening to a variety of music, attending concerts, and traveling to coastal areas whenever possible.