Our Story



Where We Came From
our-story
  • All that is gold

    has not always

    Glittered

    You want to grow. We can help.
    We know the industry, we know investments, and
    we know investors.

  • Founded by Stacy Havener in 2010, Havener is regarded as one of the leading independent sales and marketing firms in financial services. We have a track record of helping our investment management clients raise assets. By harnessing your unique story, utilizing intelligent data, and blending the best of inbound marketing with traditional outbound efforts, our sales and marketing system delivers results.

    We believe in the power of numbers, letters, and hard knocks.

    Our firm is comprised of seasoned sales and marketing executives, tech savvy creatives, and data loving analysts. We have an alphabet soup of credentials from Series 6, 7, 24 to CIMAs and CFAs. We combine the best of our industry with the best of other industries and throw in a dash of street smarts to boot.

    Havener can serve as a full outsourced third party marketer or as a strategic complement to your existing efforts.

Our Story

Securities offered through Compass Securities Corporation
Member FINRA/SIPC

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