Hannah Nam
Registered Service Assistant and Executive Assistant
Behind every great client experience is a well-run operation, and Hannah helps make that happen. She oversees many of the firm's day-to-day operational functions, helping ensure both clients and advisors receive exceptional support while keeping the office running efficiently.
Holding her FINRA Series 7 registration, Hannah brings a strong background in business operations, project coordination, and client service. She enjoys creating organized systems, improving workflows, and finding solutions that allow the team to focus on what matters most—serving clients. Whether coordinating office operations, managing vendor relationships, supporting technology initiatives, or assisting with client requests, she approaches every responsibility with professionalism, attention to detail, and a commitment to excellence.
Hannah believes exceptional client service begins with clear communication, reliability, and building lasting relationships. She takes pride in creating a welcoming experience for every client while continually looking for ways to improve the firm's operations and enhance the overall client experience.
Outside of the office, Hannah enjoys spending time with her family, tackling home improvement projects, gardening, and spending time outdoors. She appreciates opportunities to learn, create, and continuously improve—whether she's working on a new project at home or helping the team find more efficient ways to serve clients.