HALEY GROTBECK

Advisor Associate

“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 is currently pursuing her Certified Financial Planner™ designation. 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.

 

WE HAVE THE RESULTS & ACCOLADES. BUT IT’S ABOUT MORE THAN THAT.

It’s about how we make you feel as a JNBA client.

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