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 started out as a client of Affinity Wealth Partners six years ago. With family in the business, seeds of solid financial thinking were planted from a very young age. Affinity helped Haley prepare for her future by managing a 529 plan to graduate college without debt, keeping an eye on her 401k, and assisting with long- and short-term financial goals.
Haley worked part-time in the Affinity Wealth Partners office during her first two years of college, assisting wherever she could. She had yet to choose a major at Missouri State University, and this office experience undoubtedly had a big impact on her decision to major in Finance.
After graduating from Missouri State University in May of 2023, she joined our team full-time and is enjoying interacting with clients. Eventually she hopes to become an advisor and pursue her CFP after getting further experience. She has always loved planning, so becoming a financial planner will combine several of her gifts.
She recently married her high school sweetheart, Jakob, and they bought their first home together. Along with spending time with their dogs Millie and Piper, Haley loves traveling (both domestic and abroad), attending concerts and baking.
– Nicholas Sparks
“Sometimes the most ordinary things can be made extraordinary, simply by doing them with the right people.”