The National Association of Insurance and Financial Advisors (NAIFA) has recognized Brian Haney, CFS, CLTC, CFBS, LACP, as its 2018 Diversity Champion Award recipient. With his father, Haney co-founded the Haney Company, an insurance and financial services firm in Silver Spring, Md., and currently serves as a vice president with the company. Prior to founding the Haney Company, Haney held positions with SunTrust Bank, the West Financial Group, and MassMutual.
In his practice, Haney includes many underserved and diverse groups in the Washington, D.C., area among his clients. His clientele reflects the demographics of the highly diverse region. “For as long as he has worked in the financial industry Brian, has had a practice that cuts across barriers,” said Scott Haney, Brian’s brother and a vice president at the Haney Company. “Working alongside him now, I see how much he cares about serving all of his community, not just parts that might be considered more appealing based on industry standards or affluence.
His clients represent a slice of the Washington, D.C., landscape, widely considered to be one of the most diverse in the country. His clients represent most ethnic minorities, many LBGT individuals and business owners, as well as various levels of socioeconomic status. Brian has made efforts to break down social, ethnic, gender, and economic barriers both personally and professionally.”
In 2014, Haney was elected to the Capital Area Gay & Lesbian Chamber of Commerce (CAGLCC) Board of Directors, where he subsequently served as treasurer and vice president. He is past-president of NAIFA-Greater Washington. During his tenure as president, he forged partnerships between NAIFA-GW and the CAGLCC as well as with the Greater Washington Hispanic Chamber of Commerce. These partnerships resulted in an ongoing series of diversity forums for local professionals. “I first got to know Brian about four years ago through networking events with the Capital Area Gay & Lesbian Chamber of Commerce,” said John Quattlebaum, CFP, MBA, who served on the CAGLCC Board with Haney. “Though Brian does not identify as a member of the LGBT community, he quickly got very involved with the organization as a staunch ‘ally’ of the community.”
Haney also champions diversity outside his professional life. Through his church, he provides outreach and support to the LGBTQ community and Syrian refugees. He has given generously of his own time and money to supporting marginalized communities. A fundraiser that Haney organized and hosted brought in $20,000 on behalf of organizations providing refugee support.
NAIFA created the Diversity Champion Award to recognize exceptional efforts to promote the full and equal participation of diverse people within the insurance and financial services profession. A Diversity Champion presents a unique blend of experience, skills, accomplishments, and other qualities. A nominee must be a member of NAIFA in good standing and have at least five years’ experience in the insurance and financial services industry.
The Selection Committee considers the nominee’s trailblazing efforts in one or more of the following areas: Creating and promoting diverse and inclusive workplaces, Raising awareness and fostering communication within the financial services industry and the community, Supporting inclusion and encouraging diverse individuals to reach their professional goals, Fostering awareness and commitment to diversity and inclusion within the NAIFA membership, and Providing insurance and financial services in underserved and diverse markets.
“Brian Haney’s service to diverse communities in his personal and professional lives as well as in his leadership role with NAIFA-Greater Washington makes him a worthy Diversity Champion,” said NAIFA President Keith M. Gillies, CFP, CLU, ChFC. “NAIFA is committed to promoting diversity in its own leadership and membership and in the insurance and financial industry as a whole and to ensuring that all members of our society have access to products and services to help them achieve financial security. NAIFA members like Brian make this possible. Congratulations to him on his well-deserved selection as a NAIFA Diversity Champion.”