Hayden Willner

Hayden works with business owners, executives, and established families who want thoughtful, tax-efficient strategies to support meaningful lives and long-term impact. He works with a select group of families each year to help ensure every relationship receives a high level of attention and strategic depth.

His practice centers on helping reduce lifetime tax exposure, manage concentrated risk, and align financial decisions with both personal and generational goals. Whether guiding a business owner through an eventual exit or helping an executive diversify a significant stock position, Hayden helps bring structure, clarity, and disciplined execution to complex financial decisions.

As a Certified Financial Planner® (CFP®) and Certified Exit Planning Advisor (CEPA®), Hayden integrates investment management, tax planning, estate coordination, and cash-flow design into a cohesive strategy. His clients value straightforward guidance, proactive communication, and a relationship built on trust and long-term thinking.

Hayden earned his degree in finance from St. Cloud State University and holds the CFP®, ChFC®, and CEPA® designations, along with Series 7 and Series 66 registrations. He believes complex wealth requires continuous refinement, perspective, and intentional design.

Outside of his professional life, Hayden’s greatest motivation is his family. He and his wife, Alexa, are raising their two sons, Enzo and Ozzy, and much of his drive comes from building a life centered on intention and growth. He believes the best financial advice is simple but powerful: make your money work for you, not the other way around.

Hayden is an avid car enthusiast with a deep appreciation for performance and craftsmanship. He enjoys staying active, refining his golf game, and exploring exceptional food and travel. An African safari and experiencing Italy remain high on his list, particularly where automotive culture, wine, and cuisine intersect.

Above all, he considers being a husband and father his greatest accomplishment.