SFM Start Date:
September 2019
Education:
B.A., English
Harvard University
Credentials:
Certified Financial Planner®
CFP Board
Certified Divorce Financial Analyst®
Institute for Divorce Financial Analysts™
Chartered Advisor in Philanthropy®
The American College of Financial Services®
Work experience prior to joining SFM:
Hannah has over 14 years of seasoned experience across a breadth of services in the financial industry. Prior to joining SFM, she was a Wealth Advisor with a highly regarded investment advisory firm in Seattle, where she focused on serving the needs of high-net-worth clients throughout the country.
Role at SFM:
Hannah serves SFM clients on an individual basis, sharing her knowledge in all facets of wealth management. Hannah is passionate about helping clients navigate their financial futures and providing them with peace of mind throughout their financial lives. Her position allows her to fulfill her desire to continually grow and learn new things, while building lasting relationships and helping others achieve their goals.
When not in the office:
As a native Montanan, Hannah enjoys recreating outdoors as well as spending time with her friends and family. She is an active member and volunteer for her alumni community. Hannah also enjoys attending concerts, playing the piano, hiking, skiing, and wine tasting.
