Hannah is passionate about building meaningful relationships and creating a positive experience for both clients and her team. She plays an integral role in supporting the firm’s day-to-day operations, helping ensure everything runs smoothly while delivering a high level of care and attention to detail.
Working closely with advisors and clients, Hannah coordinates meetings, manages communications, and helps facilitate a seamless planning process. She strives to make each client feel comfortable, valued, and well cared for every step of the way.
Hannah was drawn to a career in financial services through a desire to serve others and build genuine, lasting relationships. Guided by her faith, she is passionate about using her skills to support and uplift those around her.
She has completed the Financial Planning program through the Pepperdine Graziadio Business School and is currently pursuing her Certified Financial Planner™ (CFP®) designation.
Outside of the office, Hannah enjoys spending time outdoors and making memories with her fiancé, Caleb-whether that’s hiking, exploring, or simply being together- and cherishes time with family and friends.