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.