Hannah is crystal clear on how to kick off her bio: she is a dog lover and is loud and proud about Deuce, her black lab, who’s been part of the relationship with her boyfriend-turned-husband for the last 10 years. But there’s more to Hannah than that…
Hannah’s childhood hero was her dad. So instead of dreaming of being an athlete, a ballerina, a princess—she wanted the exotic life her dad had: as a businessman.
Hannah’s dad, a corporate exec, travelled for work and sent back pictures of all the places he went; his world including meetings, phone calls, travel--right down to dry cleaning of suits—seemed a-ok, so Hannah resolved to be a “businessperson”. Now to find the business.
After business school, she worked for a financial advisory firm with a vibrant training program for new advisors. Driven by the thought that she could someday help her parents plan and give back to them for what they’d done for her…Hannah jumped in with both feet.
Hannah brings a love of organization to her approach; simplifying document trails, clarifying questions, and taking the time to empower her clients to effectively understand their complete financial picture. With a husband in the Missouri National Guard, Hannah makes a point to help military families however and whenever she can. Family overall is everything to Hannah; she’s one of five siblings in a happy blended family with a string of wonderful childhood memories.
Thus, family is a big part of Hannah’s definition of well-th: four components of being well-thy are physical, mental, emotional, and financial health—which gives you the freedom to do what you want, with those most special to you.
We asked Hannah for a time when she “hit it out of the park” for a client. She didn’t think this was a big deal but related the story of one of her favorite clients—a 90-year-old widow who was well off and living her best life. Hannah spent long lunches with her learning as much as she could and soaking up her stories; financials and portfolios never a part of their client meetings, but instead a deep relationship built because of planning that had allowed the client to live many of her dreams.
We think that’s a pretty good homerun.