Robert K. Haley, JD, CFP®, AIF®
Bob is founder and president of Advanced Wealth Management. He is a registered representative of Commonwealth Financial Network (member FINRA/SIPC) and a licensed insurance consultant with the State of Oregon.
Bob grew up in the Portland area and served in the US Army during the Vietnam period. He graduated from the University of Washington magna cum laude, and he earned his law degree from Northwestern School of Law at Lewis and Clark College, Portland, Oregon, cum laude.
Bob practiced law for two years and entered the financial services industry in 1982 with a national company. He spent four years in management with this organization before returning to Portland in 1989 to own and operate his own firm, and to improve the quality of life for himself and his family.
Bob is a member of several professional, community and charitable organizations, and is past president of the Oregon Society of the Institute of Certified Financial Planners (OSICFP). He was also on the Task Force for Practice Standards for the ICFP.
In 1999, Bob decided to affiliate with Commonwealth Financial Network, one of the most respected independent broker/dealers in the United States. This relationship ensures that clients have available a wide range of investment solutions and state-of-the-art technology to better manage and monitor their accounts. Conflicts of interest are minimized by the fact that Commonwealth does not offer in-house or proprietary investment products. Bob and Commonwealth both stress the value of asset-based management fee programs, although occasionally commission-based accounts or products are more appropriate for certain clients and situations.
Ted Haley, Financial Advisor
Ted is our investment specialist. He is an Investment Adviser Representative as well as a Registered Representative of Commonwealth Financial Network, and is a licensed insurance producer. Having worked with us on a part-time basis for many years, he joined our team full time in June of 2008.
A native Oregonian, Ted grew up in the Portland area, attended public schools and graduated Magna Cum Laude and Phi Beta Kappa from the University of Oregon. Prior to joining us he worked in Spain, where he had received a grant from the Spanish government to teach English in a school in a small town in Andalucía. Ted has also lived and volunteered in South America, he has worked as a racquetball pro, and he is an experienced backcountry photographer.
Linda Heintz, Operations Manager
Linda is our Operations Manager, as well as a Notary Public. A native Oregonian, Linda grew up in the Portland area and joined Advanced Wealth Management in October 2004 when her youngest child entered college. Her expertise has grown quickly with her experience, and she has earned her current role because of her competence, calm, and good humor.
During the years of raising her three children, Linda was an active volunteer with the Beaverton School District aiding teachers in the classroom, assisting in the school offices and helping with fundraisers. Prior to this she worked in the medical field.
Dorothy Haley, Office Manager
Dorothy is the office manager, responsible for the business side of the practice. She graduated from the University of Buffalo, New York. In 1977 she started her career in the banking industry, and began working with Bob and his firm in 1984. Her day-to-day tasks vary greatly, as her wealth of knowledge about our business allows her to step in where she is needed most.
Dorothy avoids the spotlight but always finds a way to make everything work effectively. Her experience, attitude, and humor have kept our firm running strong through the years.
Veronica Shaffer, Administrative Assistant
Veronica is our administrative assistant. She joined our team in May of 2008 and works part time. Veronica grew up in Tigard, and went on to graduate from Pacific University in Forest Grove, OR. After graduation she joined AmeriCorps for one year to work with low income school children in the Aloha, Oregon area. Until joining Advanced Wealth Management she worked for an office products company as the liaison between sales and technology for customer support.
She enjoys spending time with her family in her free time including bicycling with her husband and young daughters.
Becky Williams, Operations Assistant
The most recent addition to the team, Becky Williams, is the Operations Assistant. She attended Northern Arizona University, where she studied a wide variety of subjects over several years, including Computer Science and the Japanese language. In 2008, she earned her degree in English Education and an invitation to Sigma Tau Delta, the International English Honors Society. She is a licensed teacher. A lover of rain, Becky left her lifelong home in Scottsdale, Arizona to relocate to Portland in 2009. She enjoys studying literature and languages, building computers, exploring the city and experiencing the rich culture that Oregon has to offer.
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