Wealth Advisor, CFP®, CDFA®
Hannah is originally from Montana. She is a CERTIFIED FINANCIAL PLANNER™ and graduate of Harvard University, where she studied English and Environmental Science. Prior to joining Merriman, she was an Investment Counselor at Fisher Investments.
Hannah began her career in wealth management in 2005, when she first moved to Seattle, to be closer to her family and Montana. Her first years in the industry were spent working with specialized teams for socially responsible and philanthropic minded clients at UBS and Morgan Stanley. She is very passionate about her work and always trying to find new ways to add additional value for the clients she works with.
When not at work, Hannah enjoys being on the move and exploring all the Pacific Northwest has to offer, from hiking and skiing, to wine tasting and cooking classes, to concerts and art exhibits.
I love my job and find it very rewarding because I get to build long lasting relationships with people. I like being a part of their team, helping them on their path to achieving their goals and dreams.
Divorce is stressful and impacts the financial futures of those involved. Find out how a CDFA® can help alleviate the financial stressors in this article.
While many people think the path to financial success is through home ownership that isn’t necessarily the case. Read the article to learn more about why renting vs buying isn’t always a clear-cut decision, to help you determine what’s best for you.
Ever wondered if you can use your restricted stock units to help you qualify for a mortgage? Read this article.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future.