Hannah serves as a Financial Services Assistant / Tax Preparer since joining the firm in 2020. She works out of our Coldwater office and is part of the financial services and tax teams. She performs the following tasks:
- Customer service to our Financial Services clients
- Preparation of applications for new and existing Financial Services clients
- Customer service for life insurance, long term care, and disability insurance clients
- Delegation of incoming financial services work
- Preparation of individual tax returns
Hannah is a graduate of Coldwater High School and Ball State University. She participates in professional development seminars and continuing education courses to ensure the highest level of service and expertise for our clients. Hannah resides outside of Coldwater, Ohio with her husband, Gary.
“I love coming to work every day knowing I am helping others reach their financial goals.”