Robert K. Haley, JD, CFP®, AIF®
Chairman & CEO
Bob is the founder, Chairman, and CEO of Advanced Wealth Management. He is a CERTIFIED FINANCIAL PLANNER™ professional and is also an Accredited Investment Fiduciary® certificant . 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 but is loyal to the Oregon schools. He earned his law degree but after two years discovered he enjoyed law school more than the practice of law. He entered the financial services industry in 1982, and in 1989 founded the firm that has become Advanced Wealth Management. In 1999 he affiliated with Commonwealth Financial Network. He found that his legal background provided excellent training for estate planning, retirement planning, and advanced planning matters.
Bob is and has been a member of numerous professional organizations, and he has served on several non-profit boards. He has given speeches throughout the country and has been quoted in many magazine and newspaper articles.
He enjoys gathering, splitting, stacking and burning firewood in the two fireplaces on his property. In addition every year he raises a colorful garden of flowers and vegetables. As often as his schedule permits, his favorite activity is to be in the mountains, hiking and photographing dramatic landscapes, rock formations and waterfalls.
Theodore Haley, CFP®, AIF®
Ted is passionate about helping our clients achieve their goals, both financial and otherwise. He started here full time in 2008, just in time to help our clients navigate the stock market crash of '08-'09, the related financial crisis, and the so called "Great Recession." Having that experience early on in his career has been invaluable in allowing him to guide the people we work with through the ever changing and uncertain financial world.
A native Oregonian, Ted grew up in the Portland area and studied at the University of Oregon, where he helped lead the Ducks racquetball team to two top-10 finishes in the U.S. National Collegiate Championships. He graduated from the University of Oregon 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.
After college and before starting with Advanced Wealth Management full time, Ted 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. This experience as an educator living abroad gives him a unique world view, and his interest in teaching translates into an drive to educate our clients about what options might be best for them, and why.
Advancing the financial planning profession as a whole is very important to Ted, and for several years he served on the Board of Directors of the Financial Planning Association of Oregon and Southwest Washington; he was elected to serve terms as both president and chair of the board. Ted has also served as a Subject Matter Expert for the CFP® Board of Standards, working with an elite group of other CFP® professionals to write test questions and improve the CFP® exam. He is a member of the Estate Planning Council of Portland.
Ted has been named as one of the Top Next Gen Wealth Advisors by Forbes magazine, including being honored in the inaugural “America’s Top Next Generation Wealth Advisors”** list in 2017. He is also a multiyear winner of the Five Star Wealth ManagerSM award*. He has been quoted in several national news and industry media, including CNBC, InvestmentNews, and U.S. News & World Report.
Giving back has always been a core value of his, and he is active in several local non-profit groups and associations. For him personally, outdoor experiences and adventures have been integral in shaping his worldview, and with that in mind he serves of the Board of Directors of Camp Ukandu, an organization whose mission is to bring joy and hope to children living with cancer and their families through "outrageously fun" outdoor camp experiences.
Outside of the office, Ted loves to explore the wilderness of the Pacific Northwest with his wife Lindsey, son Sebastian, and dog Kona. He and his family also love to travel, and are avid soccer fans.
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 848 Portland area wealth managers were considered for the award; 100 (12 percent of candidates) were named 2019 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
**The 2017 ranking of Forbes' Top 500 Millennials (1) recognizes advisors born in 1980 or later with a minimum of four years of experience. The advisor was rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. Shook Research also employs an opinion-based weighting system that prioritizes its preferred "best practices," which include business models, activities, processes, and structure. 2,356 advisers were considered and 500 (21 percent of advisors) were recognized. For the full methodology (2) that Forbes developed in partnership with SHOOK Research, please visit here
(1) This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. You are encouraged to conduct your own research to determine if the advisor is right for you.
(2) Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings
Traci Nelson, CFP®
Traci’s career in the financial services industry began when she joined Advanced Wealth Management for a summer job while she was attending college. Having started from the ground up, she has invaluable experience ranging from administrative work to comprehensive financial planning, as well as working with Bob and Ted on our investment process. These wide experiences allow her to service our clients across the many aspects of their financial lives.
Traci graduated from the University of Portland with a degree in mathematics and a minor in education, and then joined our team full-time as a member of our operations department, helping to provide exceptional quality service to our clients.
After some time working with Advanced Wealth Management and completing her licensing, Traci made the decision to further her knowledge of the industry and completed the Certified Financial Planner Program through the University of Portland, and became a CERTIFIED FINANCIAL PLANNERTM professional in August 2018. With that important achievement behind her she joined Bob and Ted as an official advisor, bringing more depth and perspective to our team.
Traci is a member of the Financial Planning Association and has always been an active in her local community, volunteering in local Portland classrooms during college and leading a High School Youth Group. She and her husband enjoy outdoor activities, such as hiking, camping, and clamming at the Oregon Coast. Their golden retriever, Brooks, is their favorite sidekick when going on adventures!
Vice President of Operations
Linda is our vice president of operations. A native Oregonian, Linda grew up in the Forest Grove area on a family farm 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, helping with fundraisers and acting as the Volunteer Coordinator for the elementary school. Linda also volunteered as a religious education pre-school teacher during those years at her church. Prior to this, she worked in the medical field doing medical coding for nine osteopathic physicians. All of this experience made her eminently prepared to manage our operations department.
Currently, Linda volunteers her time as a member of the Assistance League of Greater Oregon. She also enjoys outings with her family, gardening, hiking and ballroom dancing. One of her greatest joys is spending time with her four grandchildren.
Dorothy is our business manager. With Lindsey, she is responsible for our internal accounting and human resources.
Dorothy 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.
She enjoys spending time with her family, which now includes a grandson!
Lindsey is our business manager, working with Dorothy on internal business administration. She also works on special projects, such as editing our quarterly newsletter, The Advanced Connection. She joined our team in part-time in 2011 while also teaching Spanish.
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 graduating from the U of O, Lindsey earned an MA in Spanish language and literature from Middlebury College in Vermont, spending most of one year living and studying in Madrid, Spain.
Lindsey is now teaching her and Ted’s son, Sebastian, to speak Spanish. She also enjoys travel, soccer, and exploring the outdoors.
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 degree 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 and her family spend a lot of time on the ball field at softball tournaments! She can be found many spring and summer evenings catching for both her daughters in the park behind their home.
Becky Clevenger joined our team in 2010 as a full-time member of our Operations department, helping provide exceptional quality service to our clients. In 2018, she began dividing her days—spending mornings here with us, and the rest of her time caring for her young daughter.
Becky spent her years as an undergrad at Northern Arizona University split between two majors: Computer Science and English language. Ultimately, her love of spoken languages won out over computer programming languages, as she earned her degree in English with a minor in Japanese, 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.
With her English teacher and computer geek split-personality, Becky enjoys serving as both copy editor and in-house tech support for the office.
In her free time, Becky likes keeping up to date with the latest technology and computer games, reading good books, and supporting the arts in Portland—especially theatre and opera!
Reanna Edds joined our team in the Spring of 2018 and works in our operations department, helping provide exceptional quality service to our clients.
Reanna moved to Portland in 2012 to earn her Bachelor of Arts in English with a minor in Secondary Education from Portland State University. During her studies, she volunteered as a reading specialist at local middle schools and worked as a Teaching Assistant within Portland State University’s English Department.
Outside of work, Reanna enjoys hiking, crafting, reading good books and traveling with her husband around the beautiful Pacific Northwest.
Reanna brings enthusiasm to the workspace and aspires to never stop learning, creating, and connecting with others.