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Glenda H
Series 65
Greeley, CO
Eves & Haines Wealth Management
Glenda Haines is a Series 65 licensed financial advisor with Eves & Haines Wealth Management in Greeley, Colorado. She has 12 years of industry experience and has been with the firm since its founding in 2014. Outside of advising, she is a co-owner of a related company that sells life insurance and fixed/indexed annuities, where she is a licensed insurance agent involved in policy sales. Eves & Haines Wealth Management serves individual investors, personal trusts and estates, and select foundations and endowments, providing comprehensive financial planning and tailored portfolio management. The firm combines academic research with active investment strategies and also maintains an affiliated insurance business.
Jesse E
Series 65
Greeley, CO
Eves & Haines Wealth Management
Jesse Eves is a financial advisor with Eves & Haines Wealth Management in Greeley, CO, holding a Series 65 designation and 13 years of industry experience. He has been with the firm since its founding in 2014 and is a 50% owner of a sister company that brokers life insurance and fixed/indexed annuities. Eves & Haines Wealth Management serves individual investors, personal trusts and estates, and select foundations and endowments, offering financial planning and investment advisory services. The firm employs a strategic asset allocation approach combined with active management techniques for ETF and fixed-income portfolios, providing tailored portfolio management and ongoing monitoring.
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