Hannah works alongside the greater Vernal Point team to deliver a high-level holistic wealth management experience. She is responsible for the client’s day-to-day needs, implementing investment recommendations, and coordinating with CPAs and attorneys, allowing clients to focus on what matters to them most.
Prior to joining Vernal Point, Hannah worked for Cresset Asset Management, a national family office firm servicing high-net worth individuals, C-suite executives and closely held business owners. In addition, Hannah helped to lead the integration of a firm acquisition and assisted in training new employees on client service best practices and overall firm policy, procedure, and technologies. Hannah has nearly 10 years of industry experience servicing complex client’s needs.
Hannah earned her B.A. in Management Information Systems from Washington State University.