Offering guidance and support for the times you need it most.
Our team offers the empathy and expertise to guide you through the critical transition points of your financial life.
Heidi Hanson
Owner
CERTIFIED FINANCIAL PLANNER™
Early in her career, Heidi earned the CERTIFIED FINANCIAL PLANNER™ certification to help ensure she had the knowledge and expertise required to provide invaluable financial guidance and wealth management solutions to her clients. She began her financial advisory career with Prudential Securities in Boston. Heidi then went out on her own, building Hanson Financial Group from the ground up by hosting Investment Planning for Women and Retirement Planning seminars. Heidi is committed to providing the time and attention clients need for a thoughtful planning process, helping to both identify and realize their financial goals.
Heidi graduated from Providence College where she was on the women’s swimming team, serving as Captain during her senior year. Providence College is where she met her husband, Trevor. They live in Hamilton with their two children. Heidi is an active member of the Financial Planning Association, the Essex County Estate Planning Council, and a supporter of numerous local Northshore charities.
Christine Lemos
Financial Paraplanner
CERTIFIED FINANCIAL PLANNER™
As a CERTIFIED FINANCIAL PLANNER™ professional with more than 20 years of financial services experience, Christine works as a Paraplanner at Hanson Financial Group. With a strong focus on retirement planning support, Christine researches and analyzes how to best use distributions from investments to support our goal of helping families address their income needs in retirement.
Born in Boston, and raised on the North Shore of Massachusetts, Christine graduated from Bucknell University with a Bachelor of Science in Business Administration. She completed the Boston University Financial Planning Program in 2003. Christine worked for Boston Private Bank & Trust Company in their Wealth Management division, as well as most recently for Webster Private Bank as a Relationship Manager. In this role, she served the investment management, banking, lending, planning and fiduciary needs of high-net-worth clients.
Christine and her husband Bill live in Boxford with their two children. They enjoy boating, beach life, and traveling together as a family.
Our Extended Team
We are proud to partner with Commonwealth Financial Network®. For over 40 years, Commonwealth Financial Network has helped independent advisors like us offer superior service to our clients by providing technology, tools, and guidance so we have more time to focus on your financial goals. Click the button below to learn more.
