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Our Process

Whether you are thinking of retirement, managing an inheritance, leaving your legacy, or saving efficiently we can use our professional experience to help you pursue your financial destination. Let us help you pilot your entire financial journey.


Data-driven analysis is the foundation for everything we do.


Individualized strategies ensure that your goals are always a priority.


Our comprehensive financial management means we're ready to address your every need.

You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation.

At Sleeping Giant Financial Services, we believe in helping people understand both the pitfalls and potentials of their financial situation as it changes throughout their lives. Working with our clients, we use sophisticated investment planning techniques to develop individualized game plans that guide our clients toward their long-term goals. The Sleeping Giant Financial team understand that life happens and that financial plans must sometimes adapt.

Ready to get started? We are ready to help.

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Learning Center

Browse our client learning center and take control of your financial future.

Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
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Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.
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Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
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Meet Our Team

Daniel Foley

Daniel Foley, CFP®

LPL Registered Representative

Donnie Haubert

Donnie Haubert, AIF®

Investment Manager, LPL Registered Representative

Meadow Jones

Executive Administrator

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

Questions? Comments?

Thank you!