Hannah’s eagerness to learn and drive to succeed make her an excellent Administrative Assistant. She assists both the Parsons Wealth Management team and Parsons’ sister firm, Parsons Accounting & Tax Service team. In both instances, her previous experience as a small business accountant proves beneficial. Hannah enjoys being in a position that allows her to assist advisors, helping the team to serve clients.
A Whittier graduate with a bachelor’s degree in physics with a minor in finance, Hannah is on track to receive her Enrolled Agent certification soon. She spent years working with small businesses, offering public accounting and tax compliance guidance.
Hannah grew up in a local family business and is now a regular steward of the generational Kastl Rock Ranch. Outside of the office, you can find Hannah working with or riding one of her horses, surrounded by up to five dogs of all shapes and large sizes.
Tax preparation/accounting services and tax consulting advice incidental to such services are offered through Parsons Accounting & Tax Services, a separate entity from CWM, LLC and Cetera Advisor Networks LLC. Neither CWM, LLC nor Cetera Advisor Networks LLC provide tax or legal advice.