Hayden Mumbach

Registered Representative

About

Hayden specializes in financial advisory, investment strategy, retirement planning, and education planning.

Experience

Hayden provides personalized financial guidance focused on investment strategy, retirement planning, and long-term goal setting. With a background in portfolio research, financial analytics, and client-focused planning, he helps simplify complex financial decisions and empowers clients to confidently pursue their financial goals. Prior to Sgroi Lawley, Hayden gained valuable experience as a corporate planning intern and market research intern, developing skills in financial planning, data visualization, investment research, and portfolio strategy. His background includes building financial dashboards, analyzing market trends, supporting portfolio rebalancing, and contributing to client communications and investment discussions.

Accreditation

Hayden holds FINRA Series 7 & 66 licenses with LPL Financial, and a NYS Life, Accident, and Health License, and NYS Property and Casulty License.

Education

Received his bachelors in Wealth Management & Financial Planning at John Carroll University.

Contact Information