Haley Herr serves as an Advisor Trainee at Rosemeyer Management Group, where she combines technical know-how with a genuine care for people. She supports the advisory team in building personalized financial strategies that integrate investment planning, risk management, tax efficiency, and estate considerations. With a clear eye toward long-term impact, Haley is committed to helping individuals and families feel both secure and empowered in their financial journeys.

Currently working toward her Certified Financial Planner® designation, Haley is always looking to deepen her knowledge so she can better support the clients she serves.

Raised on a farm in Buda, Illinois, Haley learned early the value of hard work, perseverance, and intentional planning. She now lives in Princeton with her husband, Bryan; their son, Hudson; and their two energetic dogs, Duke and Daisy. Whether she’s guiding clients through meaningful decisions or out for a walk with her family, Haley leads with compassion, integrity, and attention to detail.