As an Associate Advisor, Hannah works with both the financial planning and operations teams. She works with the planning team to prepare for meetings by assisting in the analysis, research, and production of reports, and is also responsible for many day-to-day tasks that are important for maintaining clients’ accounts.
Hannah is a Certified Public Accountant, CPA and summa cum laude graduate of DeSales University where she earned dual Bachelor of Science degrees in Accounting and Finance.
Prior to joining WMS Partners, Hannah was an Assurance Associate with PricewaterhouseCoopers.
It’s incredibly humbling and gratifying to work alongside, learn from, and most importantly be challenged by a team of such outrageously generous, talented and creative individuals. Since joining the firm, it’s been extremely rewarding to see the impact of so many varied spheres of expertise coming together to provide significant value to our clients – bringing creative solutions to the unique, financial complexities they face and enabling them to live life to the fullest, allocating their resources according to their values.
I am always looking for opportunities to spend more time outside. I love running, hiking, and any activity on the water in summertime. When the weather doesn’t cooperate, I enjoy cooking, reading, exploring antique stores, and playing board games with family and friends.
One book is too hard – I’d have to share the most influential book I’ve read this year. Amy Hollingsworth’s The Simple Faith of Mr. Rogers is a thoroughly surprising tribute to the popular children’s television icon. While Mr. Rogers was well-known for his quiet, gentle personality, he was less known for being a deep spiritual thinker who dedicated his life to encouraging children to acknowledge and affirm their own intrinsic goodness and to treat others in accord with their own human dignity. Ultimately, the author’s portrayal of Mr. Rogers’ philosophy of life truly challenged me to slow down, becoming more intentional in the smallest actions and more fully present to the simplest encounters.