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Employee Details

L Haelen 2016

Laurie Haelen, AIF®
Senior Vice President, Director of Wealth Solutions
(585) 419-0670 x41970
[email protected]

L Haelen 2016
Laurie Haelen, AIF®
Senior Vice President, Director of Wealth Solutions
(585) 419-0670 x41970
[email protected]


Laurie Haelen is a Senior Vice President, Director of Wealth Solutions with CNB Wealth Management. Leveraging over 25 years of experience in the Wealth Management industry, Laurie oversees the CNB Wealth Solutions team. She is responsible for the creation and implementation of the solutions within the team and ensuring the delivery of the highest quality of service for our clients.

Prior to joining CNB, Laurie spent the last decade at Tompkins Financial Advisors in Pittsford, NY, where she most recently was Managing Director of WNY, overseeing a team of Wealth Advisors, Financial Planners and Tax Professionals and ensuring the highest level of service for clients. Prior to that, she served in a variety of investment roles, including Director of Investments for Tompkins Financial Advisors, Sr. Portfolio Manager at JP Morgan Chase and Portfolio Manager for HSBC Bank locally.

Laurie resides with her family in Rochester, NY.


SUNY at Geneseo, B.A.
Accredited Investment Fiduciary (AIF®)
Cannon Trust Investments and the American Institute of Banking
New York Institute of Finance


2012 Athena Award Finalist
Board Member, Rochester Philharmonic Orchestra
Board Member, Monroe Community Hospital Foundation
Former United Way Community Investment Cabinet
Former Board Member, Rochester Education Foundation
Former Member, University of Rochester Planned Giving Council
Former Board Member, Women's Foundation of Genesee Valley
Former Board Member, YWCA of Rochester & Monroe County
Former Board Member, Consumer Credit Counseling Service of Rochester


2021 Economic Growth and Recovery
Bonds, Interest Rates, and Inflation
Celebrating 100 Years of Trust Powers
Creating Effective New Year’s Financial Resolutions
Creating Income in Retirement
Debunking the Myths of ESG Investing
Economic Recovery, Inflation, and The Fed
Financial Planning: Helping You See the Big Picture
Get a Fresh Start on Your Finances in 2023
Get a Fresh Start on Your Finances in 2023
Making an Impact with Your Investments
New Year, New Resolutions
Pandemic Relief Measures and Your Tax Return
Podcast: Budgeting - Needs, Wants, and Wishes
Podcast: College Costs - Setting Yourself Up for Success
Podcast: Third Quarter 2023 Market Commentary
Robo Advisors Have Arrived, But Life Often Calls for a Human Touch
Sending Your Child to College
Starting a Family
The Fundamentals of Environmental Social Governance Investing
The Market and the Elections
Tips to Handle a Market Decline