“The size of your dreams must always exceed your current capacity to achieve them. If your dreams do not scare you, they are not big enough.”
~Ellen Johnson Sirleaf
Haley comes from a Minnesota hockey-focused family and has played – and coached – since she was first able to shuffle across the ice. Her drive, agility, and ability to be a team player drew her to the financial services industry immediately after college. She spent nearly four years at a private wealth advisory practice in the Twin Cities. A self-professed “numbers nerd,” Haley loves digging into spreadsheets but also thrives on working closely with clients and colleagues to understand and chart a path for clients to achieve their goals.
She graduated from the University of St. Thomas with a Bachelor of Arts in Finance and earned her Certified Financial Planner™ designation in 2022. Haley enjoys spending time with her friends, trying new restaurants, reading, traveling, skiing, or — you guessed it — playing hockey. She lives in Minneapolis with her boyfriend Alex and a betta fish named Gary.