Hannah Heerlein enjoys running the day to day operations at REAP Financial. From overseeing new business processing, servicing & marketing to working with one on one with clients to effectively provide superior customer support. She offers professionalism and a personal commitment to seeing clients through the entire investment process, from managing the initial transfer of funds to administrating various investment directives.
Hannah has been licensed with the Texas Department of Insurance since 2004 and is an Investment Adviser Representative, registered in the state of Texas. She also earned her Chartered Retirement Planning Counselor designation in 2008. With a dedication to becoming an expert in her field, Hannah is continually involved in researching the latest advancements and trends in all areas of financial planning and more specifically, retirement preparation.
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Texas Department of Insurance
License Number: 1369639