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
Registered Relationship Manager
Originally a client of Affinity Wealth Partners, Haley came to us as a teenager interested in planning for her future. 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.
After graduating from Missouri State University in May 2023, Haley joined our team and has enjoyed providing support to clients. She plans to become an advisor and pursue her CFP®. She has always loved planning, so becoming a financial planner will combine several of her gifts. Haley has already received her Series 7 and Series 66 designations.
She is married to her high school sweetheart, Jakob, and they bought their first home together. In addition to spending time with their dogs, Millie and Piper, Haley loves traveling (both domestically and abroad), attending concerts, 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.
