Hanna ensures that operations run smoothly by efficiently handling client session preparations and processing new accounts with great attention to detail. Additionally, she manages client data in our client relationship management software, establishes client e-files, and assists clients in setting up and maintaining their wealth organization portal.

Hanna holds a Business Administration degree with a concentration in Finance from Fairmont State, which equips her with both knowledge and practical experience. Before joining BWM, she spent two years working at a credit union. Hanna continues to pursue her passion for business by co-owning a local farmers market with her stepdad. She also holds an insurance license and is currently working towards obtaining her investment license.

In her free time, Hanna enjoys playing friendly games of cornhole, spending time with her niece, and traveling to new places. She has an identical twin sister, which makes life twice as fun!