Advisor Support and Operations Assistant
Get to Know Hannah:
What do you enjoy most about working in wealth management?
I love interacting with the clients, getting to know them better, and being able to meet their needs.
Which of your skills do you find most helpful in your work?
I am personable, organized, and dependable. These skills help me daily with my interactions with our clients and advisors.
What is the best part of working at Monterey Private Wealth?
The team atmosphere. I know that my co-workers have my back.
What is the best financial advice you have ever received?
Budget! Prioritize your budget based on your financial goals and be diligent about investing in your future.
How have you been involved in your community?
I am involved in my local church. My husband is a youth pastor in Northern Virginia, and I help him when I can by being involved in the lives of the teenagers in our church.
What do you love doing outside of work?
Spending time with my husband and ten-month-old daughter. We hike, spend time with our families, play pickleball, and enjoy many board games. My husband and I are trying to visit all the US National Parks. We recently added some chickens to our family as well, and it's my dream to one day own a milk cow!
Expertise and Experience:
- Before joining MPW, Hannah was the Front Desk Associate at a very successful dental office in Florida.
- Hannah's role as Advisor Support and Operations Assistant focuses on supporting the team with client needs and communication.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Monterey Private Wealth, Inc. is engaged, or continues to be engaged, to provide investment advisory services.