Hannah serves as a Wealth Manager, working closely with her clients to develop and implement their custom financial plans which encompass many aspects such as investments, risk management and estate, tax, and retirement planning. Her holistic approach seeks to apply her clients’ unique circumstances to the creation of their financial plan and achievement of their financial goals.
Prior to joining Creative Planning, Hannah worked at a global financial institution where she developed comprehensive financial plans for high net worth clients.
Hannah graduated from The University of Missouri – Kansas City with a degree in Business Administration, an emphasis in Finance, and a minor in Economics.
Hannah and her husband, Benjamin, have two dogs; her passions are reading, traveling, and spending time with family and friends.