Our Team | Hanson Financial Group
Since 1997, Heidi’s focus has been on advising clients who’ve reached a critical time in their financial lives, such as retirement, divorce, or the death of a spouse. Knowing firsthand how major life changes and financial insecurity can feel overwhelming, Heidi offers clients a comfortable environment to tell their story as well as what concerns them the most. Through a thoughtful planning process, Heidi assists clients in both identifying and realizing their financial goals.
Early in her career Heidi earned the CERTIFIED FINANCIAL PLANNER™ certification, to 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 and built her practice from the ground up, by hosting Investment Planning for Women and Retirement Planning seminars.
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 married in 1998 and 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 including the YMCA of the Northshore, Beverly Bootstraps and The Open Door to name a few.
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 helps our office analyze how to best use distributions from investments to help families address their income needs in retirement and to maximize planning strategies to assist clients in achieving their financial goals.
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.