Superior Financial Service That’s Second to None
Going Above & Beyond
The Affinity Wealth Partners team was thoughtfully built to meet the full wealth management needs of your entire family. Going above and beyond, our friendly team prides itself on delivering personalized service and attention to detail that’s second to none.
By developing deep, meaningful relationships with clients like you, we’re driven to be helpful in as many aspects of your life as possible. Going far beyond rates of return, we get to know all the complexities of your life and happily provide professional guidance to help you navigate those challenges.
You’ve worked hard to achieve success for your family, and we’re proud to be the trusted financial stewards who give you the freedom to focus on what matters most in your life.
Meet the Team
Haley Price, CFP®
Registered Relationship Manager
CERTIFIED FINANCIAL PLANNER®
With a passion for financial planning and a genuine commitment to helping others, Haley works closely with individuals and families to create thoughtful, personalized financial strategies. As a member of the Affinity Wealth Partners team, she plays a central role in the planning process, helping clients navigate important financial decisions with clarity and confidence.
Haley earned a degree in Finance from Missouri State University and recently earned her CERTIFIED FINANCIAL PLANNER® designation, which she holds along with Series 7 and Series 66 securities licenses. Looking ahead, she is focused on becoming an advisor and continuing to expand her expertise while helping clients gain greater confidence in their financial future.
Haley is married to her high school sweetheart, Jakob, and they share their home with two dogs, Millie and Piper. Outside the office, she enjoys needlepoint, traveling, attending concerts, going to the movies, and baking.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Raymond James is not affiliated with organizations mentioned.
