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Hannah Nass, CFP®

Wealth Manager
Hannah serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning. Hannah has spent her entire career in the financial services industry and has developed an in-depth knowledge of providing clients with comprehensive wealth management. She is passionate about helping her clients feel heard on what matters most to them in their financial lives and using that to drive and sculpt their financial plans. Hannah earned a Bachelor of Science degree in finance from the University of Wisconsin-Madison, where she graduated with honors. Hannah is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards. Hannah is engaged to her fiancé, Ben. She loves running and has completed one marathon and several half marathons, with more on the horizon. She also enjoys reading and is always looking for great book recommendations.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe



Combined assets under management & advisement as of December 31, 2021