Hannah started in the financial industry in 2023 and always knew she wanted
to do something in accounting or finance. She’d always been fascinated with
those industries, how money and taxes work, how people spend it, where it
goes and how to create a lot of it for people. Initially, Hannah wanted to be
a Certified Public Accountant and work in assurance service practices, but
after interning with Ernst & Young in their audit department and taking the
final courses to complete her accounting degree, she quickly realized it wasn’t
something she could see herself pursuing and enjoying long-term. During her
college days, Hannah was given a wonderful opportunity to study abroad in
Madrid, Spain. There, she learned the importance of relationships, strong
networking and the key principles it takes to run a successful, customer oriented business.
When Hannah began researching into other opportunities, the financial
services industry sparked her interest in several different areas. When the
opportunity to work in wealth management arose, Hannah decided to pursue it.

Hannah graduated from the University of Oklahoma with a Bachelor of Business Administration degree with a focus in accounting. She passed the Series 7, 63 and 65 exams, and holds Texas life and health insurance licenses.