Haley is an Advisor Trainee at Rosemeyer Management Group, helping clients achieve their financial goals through personalized strategies that cover investment, risk, tax, and estate planning. Passionate about financial planning, she is focused on creating tailored plans that build lasting security and freedom for individuals and families. Haley is working toward her Certified Financial Planner (CFP) designation to further enhance her knowledge to better serve clients. Haley grew up on a farm in Buda, Illinois. She currently resides in Princeton, Illinois with her husband, Bryan, their son Hudson, and two dogs, Duke and Daisy. She loves nothing more than spending time with family and friends, and enjoys getting outside and taking family walks with the dogs.

Experience:

• Rosemeyer Management Advisor Trainee
• Human Resources/ Recruitment Strategies Representative with Marquis LLC

Education:

• Bachelor of Business Administration – Marketing – University of Wisconsin -Platteville