Hannah Werling

Paraplanner & Client Service Associate

Hannah is a Paraplanner and Client Service Associate at Legacy Private Wealth Partners. She enjoys supporting clients and takes pride in helping meet their needs with care and attention to detail.

She earned her bachelor’s degree from North Park University in Chicago and transitioned into wealth management to pursue a people-focused career. Eager to grow in the field, Hannah is committed to learning from the Legacy team and building her expertise in planning and advisory services.

Outside of work, Hannah enjoys spending time with her husband, Nate, and staying active through volleyball, hiking, backpacking, and traveling.

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Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Legacy Private Wealth Partners are not affiliated companies.

Fidelity Investments (“Fidelity”) is an independent company unaffiliated with Concurrent Advisors or Legacy Private Wealth Partners. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1096686.1.0.