Who is Hannah the Financial Advisor?

As a Bozeman local of almost ten years, I am deeply passionate about helping individuals navigate any financial situation they may encounter. Whether they are facing challenges or seeking to optimize their financial strategy, I am dedicated to offering guidance tailored to their unique circumstances. I take great pride in exploring every possible option available, ensuring that my approach is comprehensive and strategic. Throughout the financial planning process, I remain focused on both achieving personal goals and maintaining tax efficiency at every stage, ensuring that my clients receive the most effective, long-term solutions to secure their financial future.

Who is Hannah personally?

When I’m not in the office, I cherish spending time with my daughter, partner, and our two dogs, Ollie and Poppy. We are a family that loves embracing the outdoor lifestyle that Montana has to offer. Whether we’re fly fishing in a serene stream, hiking through the mountains, skate skiing on crisp winter days, or playing a competitive game of pickleball, we make the most of every opportunity to explore and enjoy the natural beauty around us. These moments with family are the perfect way to recharge and stay connected to the world beyond work.

My “Why”

The driving force behind my career is a deep passion for helping people and building meaningful relationships. I am committed to supporting individuals when life throws unexpected challenges their way, knowing that financial planning can play a critical role in preventing issues from becoming overwhelming. I believe in the power of proactive planning—starting the conversation early to create a strong foundation that can weather any storm. By anticipating potential hurdles and providing tailored guidance, I help my clients navigate the unknown with confidence, ensuring they are better prepared for whatever life may bring.

Staying Connected in the Bozeman Community

Staying connected to the Bozeman community is incredibly important to me, especially after spending five years as a student-athlete competing on Montana State’s volleyball team. The sport played a pivotal role in shaping the first twenty-two years of my life, and I wanted to give back to the game that gave me so much. In my spare time, I enjoy coaching, both one-on-one and by volunteering for the Bozeman Hawks. Whether I’m working with athletes individually or helping nurture the next generation of players, I find great fulfillment in growing the sport and contributing to its future. Giving back to volleyball and helping others experience the same joy and growth that I did is something I’m passionate about and committed to continuing.

Education & Accomplishments

I earned my Bachelor's degree in Human Development and Family Science, which laid the foundation for my passion for helping people navigate the complexities of life and finance. Motivated to further specialize, I pursued a Master's degree in Family Financial Planning to deepen my understanding of how to provide comprehensive financial guidance. My career began in property and casualty insurance sales, where I quickly realized my desire to have a broader impact beyond auto and home insurance. This led me to join Thrivent, where I expanded my expertise by passing the life & health insurance exams, the SIE, Series 7, and Series 66. With a strong foundation in financial services, I am now focused on pursuing my Certified Financial Planner (CFP) designation in the coming years to continue advancing my ability to make a meaningful difference in people’s financial lives.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.