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Robert K. Haley, JD, CFP®, AIF®
Bob is founder and President of Advanced Wealth Management. He has been a CERTIFIED FINANCIAL PLANNER™ professional for many years, and is also an Accredited Investment Fiduciary®. He is an Investment Adviser Representative of both Commonwealth Financial Network (member FINRA/SIPC) and Advanced Wealth Management. He is also a licensed insurance consultant with the State of Oregon.
Bob grew up in the Portland area and is a US Army veteran. He graduated from the University of Washington Magna Cum Laude and Phi Beta Kappa, and he earned his law degree from Northwestern School of Law at Lewis and Clark College, Portland, Oregon, graduating 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 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.
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Theodore Haley, CFP®, AIF®
Ted is the vice president of Advanced Wealth Management, and is a CERTIFIED FINANCIAL PLANNER™ professional as well an Accredited Investment Fiduciary®. He is an Investment Adviser Representative of Commonwealth Financial Network and Advanced Wealth Management, and is a licensed insurance producer. Having worked with our firm on a part-time basis for many years, he joined our team full time in the summer of 2008.
A native Oregonian, Ted grew up in the Portland area and attended public schools. After high school he studied at the University of Oregon, where he worked to reestablish a racquetball program that had not existed for some time, and helped lead the Ducks to two top 10 finishes in the US National Collegiate Championships. Ted graduated from the U of O Magna Cum Laude and Phi Beta Kappa, and later went on to earn an Executive Certificate in Financial Planning from the Pamplin School of Business at the University of Portland.
Prior to joining us he lived 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 loves exploring the wilderness of the Northwest. He is a member of several local groups and associations, and is currently serving as President-Elect of the Financial Planning Association of Oregon & S.W. Washington.
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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. She became the head of our operations team in 2008, and our systems have run extremely efficiently ever since. She is a long time member of the Financial Planning Association.
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. Linda enjoys spending time with her family, gardening, and ballroom dancing.
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Veronica Shaffer, Operations Specialist
Veronica Shaffer joined our team in 2008 and works in our Operations Department, helping provide exceptional quality service to our clients. Her weeks are divided between her time with us and being a full-time Mom.
Veronica grew up in Tigard, Oregon. She graduated from Pacific University with a major in Coordinated Studies in Humanities, with a focus on Languages and Communications. Her college experience included studies in Italy.
After graduation from college she joined AmeriCorps for one year to work with low-income school-age children in Aloha, Oregon. Prior to joining us she worked for an office products company as the liaison between sales and technology for customer support.
In her free time Veronica enjoys spending time with her family, including bicycling with her husband and young daughters.
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Becky Williams, Operations Specialist
Becky Williams joined our team in 2010 and works in our Operations Department, helping provide exceptional quality service to our clients. She also is our in-house computer specialist.
Becky attended Northern Arizona University, where she spent two years studying Computer Science and Engineering before changing course to pursue a passion for languages. In 2008, she earned her degree in English with a minor in the Japanese language, and an invitation to Sigma Tau Delta, the International English Honors Society. She also became licensed to teach secondary-level English, with special accreditation to teach English Language Learners in an immersion environment. She is a member of the Financial Planning Association, and a Notary Public.
A native of Scottsdale, Arizona, Becky relocated to Portland shortly after her graduation from college in search of cool, rainy weather. She enjoys studying classic literature and history, keeping up to date with computer culture and the latest technology, and exploring in and around her new home city.
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Traci Vanaken, Operations Specialist
Traci Vanaken works in our Operations Department, helping provide exceptional quality service to our clients. She has been a member of our team since 2009, when she worked part-time while attending the University of Portland. She joined our team full-time in 2012 after graduating with her degree in Mathematics and a minor in Education. While in college, Traci studied abroad in Australia and volunteered in local Portland classrooms. She grew up and still lives in the Forest Grove area. Traci has been active in her local community, and is presently a leader with her church's Youth Group, helping to organize service trips to many different locations. She is a member of the Financial Planning Association.
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Dorothy Haley, Business Manager
Dorothy is our business manager. She is responsible for our internal accounting and human resources.She graduated from the University of Buffalo, New York. Her first career was in the banking industry, and she 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 wherever she is needed most. Dorothy avoids the spotlight but always finds a way to make everything work smoothly and effectively.
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Lindsey Haley, Business Management Specialist
Lindsey is a member of our business management team, working with Dorothy on accounting and human resources responsibilities. Her week is divided between her work with us and teaching Spanish to undergraduates at the University of Portland.
Lindsey studied Spanish and Political Science at the University of Oregon, where she graduated with departmental honors as well as Cum Laude and Phi Beta Kappa. After graduation from the U of O, Lindsey earned an M.A. in Spanish Language and Literature from Middlebury College in Vermont, spending most of a year living and studying in Madrid, Spain.
Lindsey enjoys travel, soccer, and many other athletic activities. She and her husband Ted spend as much time as possible outdoors with their dog.
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