Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Client and Corporate Services
Hannah is a Senior Associate in the Elizabethtown office. In this role, she assists in the customization of the firm’s CRM system and the day to day of the CRM ticketing system. Additionally, Hannah provides back-end support for the invoicing system and manages projects for various departments.
Prior to joining Cerity Partners, Hannah served as a Client Operations Analyst for the Internal Accounting and Finance Team at ARGI Financial Group. Before ARGI, she worked for a family-owned financial planning firm in Indianapolis as a Client Service Representative. Prior to that, she spent seven years working in the hospitality industry.
In her free time, Hannah enjoys spending time with her family, watching movies, and playing video games.
Principal & Head of Digital Marketing
Principal & Director of Human Resources
Partner & Chief Operating Officer for Client Service & Development
Principal & Director of Training
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.