About Us

Bios


Zachary D. Hayes

President, Hayes Financial
zachary@hfinancial.com

A graduate of the University of California at Davis, Zach began working in the investment industry in 2000. Early in his career, Zach was significantly impacted by the swiftness of wealth destruction during the dot.com crash. As such, he is keenly focused on managing risk as he cares for each client’s long-term needs. In spite of the turbulent times, Zach has been blessed with an expanding clientele and a flourishing business.

A grateful husband and father of four young children, Zach thrives on family time. He and his wife are involved at Morgan Hill Bible Church, & San Martin Gwinn School, where they delight in together serving others and raising a family.

Check the background of this investment professional on FINRA’s BrokerCheck.


Clare Raleigh

Executive Manager
clare@hfinancial.com

A graduate of the University of California at Irvine, Clare is an incredible asset to the firm. Upon finishing college, Clare immediately sought an opportunity to work in the investment management field. She and Zach worked together at their prior firm before the founding of Hayes Financial, Inc.

Her impressive ability to simultaneously manage, coordinate and integrate a myriad of tasks makes her a perfect fit for the fast paced business of finance. Clare handles the firm’s trading, manages our administrative work, and coordinates organizational initiatives. She is a licensed securities representative and can always be relied upon for the highest levels of professionalism in her work.

In her free time, she enjoys traveling to new destinations with her husband, spending quality time with friends and family, and attempting her hand at new recipes.

Check the background of this investment professional on FINRA’s BrokerCheck.

 


Daniel G. Newman

Wealth Advisor
daniel@hfinancial.com

A graduate of Wheaton College in Wheaton, IL., Dan began working as an advisor in 2009. Launching an investment career in the heart of the Great Recession meant an immediate opportunity to experience, alongside his clients, the decimation and fear that a downturn can bring. In turn, he formed his own advisory philosophy around the foundations of capital preservation, proper portfolio construction and diligent financial planning. Dan’s professional success is borne of asking the right questions, being a tremendous listener, and the belief that every dollar invested for clients is done so as if it were his own.

Outside of the office, Dan is devoted to his beautiful family. He is extremely grateful to spend time playing with his boys and dating his wife. Together, Dan and his wife have a passion for helping and serving others and are actively involved at Garden City Church in Santa Clara.

Check the background of this investment professional on FINRA’s BrokerCheck.


Jamie Newby

Executive Administrator
jamie@hfinancial.com

A graduate of Menlo College in Atherton, CA., Jamie joined the Hayes Financial team in 2017 with over a decade of experience providing back-office support to Venture Capital investors funding early stage start-up companies.  Jamie has coupled her prior industry experience with her passion for private wealth management and has become an integral member of the Hayes Financial team.  She provides operations management in billing, client services and account maintenance.  Jamie’s core values, diligence and integrity make her a natural fit for the financial services industry and a valuable addition to the Hayes Financial team.

Jamie lives in San Jose with her fiancé and young son.  Together they enjoy hiking local trails, biking for charity and exploring air museums.  A native of New Jersey, Jamie has called the Bay Area home for over fifteen years.  She’s a veteran of the United States Navy and honorably served aboard the USS John C. Stennis.