Haley Rives brings about a decade of experience in financial planning operations and advisor support to her role as a registered client service associate. Known for her relationship-driven approach and attention to detail, she helps clients feel confident and informed at every stage of their financial journey.
Before joining our team, Haley led planning operations and advisor support for a boutique wealth management firm, where she oversaw hundreds of comprehensive financial plans each year and collaborated with specialists to deliver tailored strategies for high-net-worth families. She also managed advisor development and performance initiatives within a national financial organization, driving efficiency, process improvement and client satisfaction.
Haley holds her Series 6, 7 and 63 licenses and is currently pursuing both her CFP® certification and Series 65 license.
Outside of work, Haley lives in Milwaukee and enjoys hiking along Lake Michigan, traveling and exploring new local cafés with her partner, Matt, and their two dogs. She is passionate about empowering women in finance and supporting community programs that promote financial education.
