Connect with Haley:

Haley Naig is the consummate team player. As an Operations Associate, 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.

In addition to her full time role at SWP, Haley is studying finance and financial planning at Cleveland State University and plans to pursue her Certified Financial Planner™ (CFP®) designation upon graduation. 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.

Between her job and school, Haley doesn’t have much downtime. But when she finds some free hours, she enjoys spending time with her boyfriend, Jack, her brother, Hunter. She can also be found working on home projects and hiking in the Cuyahoga Valley.