Hanna began her career in the investment industry in 1986 and brings decades of experience helping clients achieve their financial goals. Licensed in both securities and insurance, she takes a personalized approach to wealth management, developing investment strategies tailored to each client’s unique objectives, life experiences, and long-term aspirations.

She works with working professionals, semi-retired and retired individuals, as well as families who have built wealth through disciplined saving, providing guidance to help preserve and grow their assets for the future. Hanna also believes that education is an essential part of the advisory relationship, ensuring clients understand the products, services, and investment portfolios that support their financial plans.

Fluent in both English and Polish, Hanna is able to build meaningful relationships with a diverse client community.

Outside of work, Hanna is passionate about giving back. She is a dedicated supporter of animal welfare organizations, particularly those focused on dogs, as well as hospital and medical research charities, reflecting her commitment to improving the lives of both people and animals.

Hanna’s philosophy is simple: “Having the trust of your clientele is the true measure of success as an Investment Advisor.”