Hannah started as an administrative assistant for our team in 2016, then joined our "Advisor In Training" program, then transitioned to a planner role in 2020. She is passionate about delivering meaningful advice to her clients through the Modern Wealth Design financial planning process. She is working towards receiving her Certified Financial Planner designation. Hannah's ideal client is someone who values her advice, consults her before making any financial decision, and wants a coach to guide them through all stages of their financial life. It is important to Hannah that she understands her clients goals and objectives to find the most efficient strategies and tools to accomplish their goals.
Some of Hannah's hobbies include paddle boarding and hanging out at the beach with her fiancé Brian. They also have a Pitbull that loves to play! Hannah and Brian also enjoy going to brunch and trying new places to eat. When they are not at the beach, they like to spend time with their family.