Hannah Herman, CFP®

Investment Advisor Representative

FULL BIOGRAPHY

Initially a dance major in college, Hannah’s career path took a pivotal turn during her freshman year when a finance professor encouraged her to explore financial planning. Her approach to financial advising is rooted in building strong relationships and crafting personalized plans that empower clients to reach their objectives.

Before joining Wood Financial Group, Hannah accumulated valuable experience as a paraplanner at a local Registered Investment Adviser (RIA) and as an associate financial coach for Western Kentucky University’s Center for Financial Success. She holds a Bachelor of Arts in finance with a concentration in personal financial planning from Western Kentucky University. Hannah is a licensed life insurance professional and has passed the Series 65 exam. She also holds the CERTIFIED FINANCIAL PLANNER® designation.

The youngest of three siblings, Hannah’s entire family resides in the Middle Tennessee area, allowing them to spend plenty of time together. A retired dancer, she loves Barre workouts and works at a local Pure Barre studio on the weekends. She also enjoys venturing around Nashville with friends or reading a good book poolside.