Meet The Team

T. Brian Hayes is founder, owner and CEO of Hayes Advisory Group. He has been guiding his clients and helping them achieve and maintain their retirement plan and objectives for over 30 years. He specializes in working with pre-retirees and retirees, helping to make sure they are completely aware of and understand all of their planning options, and that their planning is set up the absolute best way for their specific situation, based on their individual goals, objectives and desires.

Mr. Hayes is a firm believer in education. He writes and speaks regularly on financial and retirement relevant topics to various media outlets, groups and organizations. He also hosts a weekly radio show to discuss retirement related topics in great detail. Mr. Hayes is also a principle instructor for PREPARE, which is a non-profit organization that provides college style retirement planning courses to individuals and companies in multiple cities and locations across the nation.

Mr. Hayes has received several awards and honors over his career for his knowledge and commitment to education, as well as his service and advice to his clients. He is a member of several financial groups and organizations, including The Indiana Network of Estate Planning Professionals, Inc., and The National Association of Insurance and Financial Advisors. He is a qualifying and life member of the Million Dollar Round Table (MDRT), and has received several Top of The Table and Court of The Table honors. Achieving membership in the prestigious Top of The Table is a milestone attained only by those who have demonstrated exceptional professional knowledge, client service and ethical conduct. MDRT was established in the United States in 1927, and is an international independent association whose membership makes up some of the world’s best retirement planning, asset management, life assurance and financial service professionals from over 430 companies in 78 countries.

Based in Central Indiana, Brian serves clients across the United States and Canada.

Brian serves as a Healthcare and Financial Strategist at Hayes Advisory Group, bringing over 30 years of unparalleled expertise in healthcare and business planning, complemented by his prestigious designations as a Certified Insurance Planning Advisor (CIPA®), Certified Medicare Insurance Professional (CMIP®), and Certified Exit Planning Advisor (CEPA®). With a robust background in both fields, he possesses comprehensive knowledge and advanced education, enabling him to address all aspects of clients’ healthcare needs with precision.

Brian expertly guides clients through Medicare, health insurance options, and other critical healthcare planning matters, ensuring tailored solutions that align with their unique circumstances. Beyond healthcare, he is passionate about empowering businesses by designing and implementing effective retirement plan offerings that benefit both business owners and their employees.

As a dedicated retirement educator, Brian also plays a pivotal role in teaching courses and workshops on retirement, healthcare, and business exit planning, sharing his insights to help clients and communities make informed financial decisions with confidence.

Avery is a dedicated Financial Strategist at Hayes Advisory Group, bringing a client-centered approach to strategic financial planning. He focuses on developing tailored financial and retirement plans, incorporating investment management, financial planning, and tax strategies to help clients achieve their objectives. Avery plays a key role in advancing the firm’s investment objectives, assisting in the selection and monitoring of investment options to align with client goals. Serving clients in both Indiana and Florida, he provides attentive support to meet their unique financial needs across these regions. Beyond planning, Avery contributes to the firm’s operations, supporting marketing initiatives, technology integration, and client relations to enhance the overall client experience. He also assists with educational courses offered through The Prepare Institute, a 501(c)(3) nonprofit educational institution, as well as workshops and classes for employers and federal government employees. Avery’s commitment to client success, investment strategy, and operational excellence makes him an integral part of the team.

Jared serves as a Financial Strategist at Hayes Advisory Group, where he develops personalized financial and retirement plans to help clients achieve their goals. With a strong focus on client service, he plays a key role in addressing client inquiries, managing account needs, and ensuring a seamless experience through attentive and reliable support. Jared also contributes to the firm’s educational initiatives, assisting in delivering workshops and classes on financial planning, including programs for employers, federal government employees, and courses through The Prepare Institute, a 501(c)(3) nonprofit educational institution. His commitment to client care, growing expertise, and ability to simplify complex financial concepts make him a valuable asset in guiding clients toward financial success.

Michele is the Chief Operating Officer at Hayes Advisory Group, where she leverages more than two decades of deep industry expertise to deliver exceptional client service and operational leadership. As the primary point of contact for all client needs, she skillfully oversees a wide range of financial processes, including withdrawals, deposits, beneficiary updates, required minimum distributions, qualified charitable distributions, and more. Michele’s meticulous attention to detail and commitment to excellence ensure that every aspect of your financial and retirement plans is managed with the utmost care. In her role as COO, she drives the firm’s day-to-day operations, implementing strategic initiatives and maintaining the high standards that Hayes Advisory Group is known for, fostering confidence and trust among clients and colleagues alike.

Michelle serves as the Onboarding Specialist at Hayes Advisory Group, bringing over 20 years of expertise and a strong background in insurance administration to her role. She plays a pivotal role in guiding new clients through a seamless onboarding process, working closely with them to open accounts and expertly managing the transfer of assets to and from brokerage, insurance, and bank accounts with precision and care. In addition to her onboarding responsibilities, Michelle supports client service needs, addressing inquiries and providing attentive assistance. She also facilitates the integration of clients into the firm’s wealth management platform, enabling effective wealth management and comprehensive reporting. Michelle’s extensive experience and dedication to client satisfaction make her an essential part of the team.

Michelle Hayes serves in Administration and Customer Service at Hayes Advisory Group, providing versatile support across multiple facets of the firm. She assists with client service, promptly addressing inquiries, answering phone calls, and managing essential office responsibilities to ensure smooth operations. Michelle also plays a key role in coordinating educational courses and workshops, contributing to the firm’s commitment to financial education. Additionally, she oversees special client events, handles communications, and manages projects with efficiency and care. Her organizational skills and dedication to client and team support make her an invaluable member of the Hayes Advisory Group team.