Connect with Haley:

Haley Naig is the consummate team player. As a Financial Planner, Haley provides invaluable support to SWP’s advisors in their client onboarding and financial planning. Haley particularly delights in making clients’ entry to the firm as smooth as possible and providing support from enrollment and beyond.

Haley earned her BBA in Finance from Cleveland State University and is actively pursuing her Certified Financial Planner&tm; (CFP®) designation. With her passion for the field of finance, positive energy, and natural tenacity, Haley is ideal for the important role of creating warm first impressions and ongoing superior client experiences through the financial planning process.

When Haley’s not working, you can find her exploring Cleveland with her boyfriend, Jack, hiking in the Cuyahoga Valley, or catching any sports game on TV.

Send Haley a Message

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