Hayden Willner

I work with business owners, executives, and established families who want thoughtful, tax-efficient strategies to support meaningful lives and long-term impact.

I intentionally work with a select group of families each year so every relationship receives a high level of attention and strategic depth. My practice focuses on reducing lifetime tax exposure, managing concentrated risk, and aligning financial decisions with both personal and generational goals. Whether I’m guiding a business owner through an eventual exit or helping an executive diversify a significant stock position, my goal is to bring structure, clarity, and disciplined execution to complex financial decisions. As a Certified Financial Planner™ professional and Certified Exit Planning Advisor (CEPA®), I integrate investment management, tax planning, estate coordination, and cash-flow design into a cohesive strategy. My clients value straightforward guidance, proactive communication, and a relationship built on trust and long-term thinking. I earned my degree in finance from St. Cloud State University and hold the CFP®, ChFC®, and CEPA® designations, along with Series 7 and Series 66 registrations. I believe complex wealth requires continuous refinement, perspective, and intentional design. Outside of my professional life, my greatest motivation is my family. My wife, Alexa, and I are raising our two sons, Enzo and Ozzy, and much of my drive comes from building a life centered on intention and growth. I believe the best financial advice is simple but powerful: make your money work for you, not the other way around. I’m also an avid car enthusiast with a deep appreciation for performance and craftsmanship. I enjoy staying active, refining my golf game, and exploring exceptional food and travel. An African safari and experiencing Italy remain high on my list, particularly where automotive culture, wine, and cuisine intersect. Above all, being a husband and father is what I consider my greatest accomplishment.