Halley M. Rohm

Halley M. Rohm is our Accounting and Compliance Associate. Halley is an important part of our tax advice services. She is the first person you should turn to for questions about your taxes. Halley is instrumental in organizing and maintaining the vast amount of data that is necessary for the day-to-day operation of a Registered Investment Advisor firm. Halley graduated from Indian River State College with a Bachelor of Applied Science degree in Organization Management in 2010.