Hannah joined Basil Financial Group in August 2015 after working in commercial lending and a technology startup. Hannah works as an associate supporting Lois and clients, and works on technology and growth projects. She completed the CERTIFIED FINANCIAL PLANNERTM certificate program at Northwestern University and sits for the CFP® exam in July 2017. She will then proceed with Illinois registration and begin advising clients in 2018. Hannah is currently volunteering on the Compensation Committee with ACP and joined ACP as a student member in September 2015.
Hannah graduated summa cum laude from Knox College in 2013 with a bachelor's degree in economics. She studied corporate finance and international marketing at the London School of Economics her junior year and was inducted into Phi Beta Kappa. After graduating, Hannah joined Fifth Third Bank and learned the foundation of credit, financial analysis, and capital markets. Hannah left the bank in December 2014 to explore the technology ecosystem in Chicago. She enrolled in an immersive web development program and joined Charlie, a fast-growing startup, after course completion. Hannah served as the operations intern and was the project manager for the iOS app that launched in June 2015.
Hannah attended the Alliance of Comprehensive Planners conference in November 2014 and first had the idea to build an app for personal finance, targeted at young professionals. She understood the importance of financial planning, being the daughter of a planner, but did not think her peers had good advice available. Hannah’s plan was to enroll in a more entrepreneurial coding program and pursue this goal after her internship at Charlie. While working at the startup Hannah realized she wanted a more balanced approach to business and realized Basil Financial Group offers the best of both worlds; an entrepreneurial environment and a sustainable business model. Hannah loves fee-only financial planning and looks forward to seeing the industry evolve. Hannah lives in Chicago with her fiancé Caleb and looks forward to stand-up paddle boarding on Lake Michigan after passing the CFP® exam!