Meet Our Team

photo of Josh Haney

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), 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**.

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 one son, Hugh.  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.

photo of Deborah L Mosley

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. 

photo of Kimberly J Morton

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.