Heidi Hanson
Financial Advisor
CERTIFIED FINANCIAL PLANNER®
Heidi Hanson offers comprehensive financial planning and investment advisory services focusing on personal financial planning for retirees and surviving and divorced partners. Heidi acts as an experienced financial professional, overseeing the many dimensions of clients' financial affairs. A hallmark of her practice is the length of her client relationships.
As a CERTIFIED FINANCIAL PLANNER® professional with over 25 years of industry experience, Heidi works to simplify the complex by identifying strategies designed to meet client financial objectives.
A particular focus is on providing financial guidance to women. Heidi provides holistic financial planning to help women allocate their resources in alignment with what they value most. The goal is to help women make confident financial decisions for themselves and their families.
Named among the *FIVE STAR Wealth Managers by Boston Magazine for 13years and named a **2025 Forbes Top Women Best in State Wealth Advisor from SHOOK Research, Heidi is a graduate of Providence College and holds Series 7, 6, 63, and 65 securities registrations, as well as life and health insurance licenses.
Heidi and her family live on the North Shore in South Hamilton, MA, where, over her career, she has volunteered on several local nonprofit boards focused on helping children and families, including recognition for 100 hours of pro bono work annually.
*2012-2018, 2021-2026 Five Star Wealth Manager Award, created by Five Star Professional. 2026 award was presented on 2/01/2026 based on data gathered between 4/10/2025-10/1/2025. 4973 advisors were considered; 449 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
**2025 Forbes Top Women Best-in-State Wealth Advisors, created by SHOOK Research. Presented in 02/2025; based on data gathered from 09/2023-09/2024. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://www.forbes.com/sites/rjshook/2025/02/11/methodology-americas-top-women-wealth-advisors-2025/
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.
