Haley R. Wainio

Haley has been a dedicated financial professional for over 12 years, bringing a diverse background in retail banking, treasury management, commercial lending, and financial planning. As a Certified Financial Planner^™️ (CFP^®️), she is committed to helping clients navigate complex financial decisions with confidence and clarity.

A Negaunee native, Haley is a proud graduate of Northern Michigan University, where she earned her bachelor’s degree in Finance & Risk Management. She also expanded her expertise by completing the Financial Planning Curriculum at Stockton University, further solidifying her knowledge in comprehensive wealth management.

Before stepping into her current role, Haley gained valuable experience in banking and lending, honing her skills in client service and financial strategy. Her passion for helping individuals and families navigate their financial futures ultimately led her to pursue financial planning full-time.

Beyond her professional life, Haley is deeply connected to her community. She resides in Negaunee with her husband and two children, cherishing time spent with family and friends. Whether she’s exploring the outdoors, staying active, or engaging in community initiatives, she values building meaningful relationships both personally and professionally.

Haley’s commitment to her clients, combined with her well-rounded financial background, makes her a trusted advisor and a valuable partner in their financial journey.