Alisha Haley is a Hammond, Indiana native and a Hoosier graduate. She received her undergraduate degree from Indiana University in Bloomington, Indiana, in 2013, before beginning her career in the financial services industry.
She launched her career as a stockbroker with Charles Schwab before setting her sights on financial advice. Alisha has worked in the financial industry for over seven years, focusing her career on financial planning, investment analysis, and portfolio management.
She received her Master of Business Administration in Finance from Indiana Wesleyan University and carries a designation of Accredited Wealth Management AdvisorSM through the College for Financial Planning.
Outside of work, Alisha enjoys spending her free time outdoors with her husband of 11 years and their two children.
Licenses: Series 7, 63, 66, and Indiana State Life & Health
Designations: Accredited Wealth Management Advisor SM
Education: Bachelor’s, Indiana University; MBA (Finance), Indiana Wesleyan University
Get to Know Alisha!
What do you think are the best skills that you bring to your job?
“Critical thinking and strong listening skills.”
Do you have any skills or talents that most people don’t know about?
“I am an avid roller skater!”
What would be your personal motto?
“Always respect the process.”