Client Access  |  Careers & Advisory Teams
Advisor Associate

Haley Grotbeck, CFP®

Advisor Associate

As an Advisor Associate, Haley works closely with clients and colleagues to help chart a course toward achieving their goals. A self-professed “numbers nerd,” she loves digging into spreadsheets and projections.

“To me, ‘advice driven by advocacy®’ means everything we do is driven by a mutual desire to help our clients reach their goals on their terms. We are here to be our clients’ biggest supporter and a partner in helping them achieve a meaningful life and legacy.”

Prior to joining JNBA, Haley spent four years at a private wealth advisory practice in the Twin Cities.

Haley has a bachelor’s degree in finance from the University of St. Thomas in St. Paul, Minnesota and earned her Certified Financial Planner™ designation in 2022. 

Haley comes from a Minnesota hockey-focused family and has played and coached since she was first able to shuffle across the ice. In addition to playing hockey, she enjoys spending time with friends, trying new restaurants, reading, traveling, and skiing. She lives in Minneapolis with her boyfriend, Alex, and a betta fish named Gary.