Sheldon Hannah, Financial planner

Sheldon loves being part of the solution. Very little is more rewarding than being asked for advice, and seeing that advice evolve into an enjoyable and stress-free future.  

Shortly after starting his financial advising career in 2019, he was immediately thrown into the deep-end by his mentor, gaining decades of knowledge over a short time by handling extremely unique cases that only a long-tenured advisor would run into. That experience quickly developed a strong belief in honesty and clarity when providing financial advice to friends, family, and clients from all walks of life.  

The combination of top-tier advice and unique strategies that Sheldon offers is what clients come for, but they stay for the ongoing education and personal relationship that he strongly believes in!