Haylee Armendariz serves as Registered Client Service Associate at Carpion Private Wealth. She began her career at Charles Schwab as a Financial Service Representative, specializing in financial transactions, account operations, and client education—helping individuals make confident, informed decisions about their wealth.

At Carpion, Haylee plays a pivotal role in supporting the firm’s daily operations, from facilitating account openings and coordinating money movement to managing a wide range of client service requests. Drawing on her background in marketing, she brings a unique perspective to communication and relationship-building, fostering connections that are both professional and personal.

Haylee is known for her attention to detail, proactive approach, and genuine commitment to making every interaction a positive one. She sees each conversation not as a transaction, but as an opportunity to strengthen trust and build lasting relationships.

Outside the office, Haylee can often be found horseback riding, trying new recipes in the kitchen, staying active, or enjoying time with her family.