Karley Rouse, CFP®, EA
Assistant Vice President | Financial Planner
“I hope to uncover what’s truly meaningful to our clients by better understanding their views on money and life before creating a plan.”
Karley Rouse joined The Hassan Oldham Group in 2022 as our dedicated Financial Planner. She has been with Baird since 2015 and has previous experience in Fixed Income Capital Markets and Private Wealth Management. Since joining the team, she has obtained both her CFP®️ and EA certifications, continuing to assist our clients with advanced planning strategies. Karley is a very outgoing person who values relationships and is passionate about helping our clients achieve their long-term financial goals. She does not believe in a one size fits all approach and understands that every client has unique wealth management concerns.
Karley is a graduate of Marquette University in Milwaukee, Wisconsin. She has a bachelor’s degree in Business Administration with majors in Finance and Marketing and a minor in Spanish. She moved to Tennessee from northern Illinois in 2020 for a change of scenery and nicer weather.
During her free time, Karley loves to travel, read, and work on projects around her house. Karley also enjoys spending time with her family and two rescue pups (Tilley and Georgia). She loves going to concerts of any genre and soaking up every moment with her nephew, Walker.