Hanson Wealth Management is honored to announce our newest Wealth Advisor & Operations Associate, Jacob Barrie. Please join us in giving Jacob a warm welcome!
Jacob is an Elite Power of Zero Advisor through the philosophy of “The Power of Zero” written by renowned industry leader, David McKnight. The concept is at the forefront in helping retirees achieve the life they desire tax-free. Whether they desire to create multiple streams of tax-free income or maximize their retirement income, Jacob brings the pieces together into one holistic plan. Jacob’s responsibilities include Annual client reviews; client consultations; income planning; and HWM Operations.
Jacob Barrie
Jacob Barrie Wealth Advisor Operations Associate Icon-linkedin Envelope SCHEDULE A CALL Jacob has an insatiable longing to help people. He feels his calling in life is to help individuals and families control their money rather than having it control them. This passion stemmed from familial hardships during the Great Recession of ‘08-’09, and being lucky …
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