Client Servicing Representative
507.206.2800
507.206.2811 (Fax)
Email Haley
Professional Biography
Haley Jochum serves as a Client Servicing Representative for Carlson Capital Management. Haley is the welcoming colleague you will see when you visit our Rochester office and one of the voices you may hear when you call into the firm. She is responsible for office management, hospitality, scheduling meetings, and preparing materials for client presentations. Haley is also a primary contact for account openings, fund transfers, and other client account servicing needs. In addition, she works with the Rochester advisory team and specialists by handling key administrative functions.
Haley is a graduate of Minnesota State University in Mankato, Minnesota, where she earned a Bachelor of Science degree in sport management. After joining CCM, she went on to earn her Financial Paraplanner Qualified Professional™ (FPQP®) designation from the College for Financial Planning® in order to deepen her knowledge of the financial services field. She has a breadth of work experiences that include working as a marketing and promotions intern for the Mankato State athletic department and spent summers as an event operations intern with the Rochester Amateur Sports Commission. In addition, she worked in the bakery at Hy-Vee for six years, at both Mankato and Rochester locations.
Haley enjoys being active in the community. Over the years she has volunteered with many local organizations such as Rochester youth sports, the United Way, and Gillette Children's Specialty Healthcare. Haley currently volunteers with Girls on the Run. In her free time, Haley enjoys playing and coaching softball, playing volleyball, and spending time with friends and family. She also teaches both competitive and recreational classes at a dance studio in Rochester. Haley grew up in Rochester, Minnesota, and is happy to have returned there after college.
Personal Thoughts
“Teamwork is the ability to work together toward a common vision. The ability to direct individual accomplishments toward organizational objectives. It is the fuel that allows common people to attain uncommon results.” - Andrew Carnegie
As someone who grew up as an athlete, teamwork has always played an important part of my life. From childhood sports, to a collection of internships throughout college, I have always valued being a part of a team. My studies of sport management in college allowed me to examine the inner workings of why some teams are so successful; it boils down to the team’s commitment to one another and a common goal.
Working at CCM, I get to see that same commitment every day through the care our clients and colleagues receive from our knowledgeable, dedicated, and supportive team. The commitment each colleague of CCM gives to our clients, one another, and our vision, is the reason I feel so fortunate to be part of such a great team.