Hannah Near

She graduated from Saginaw Valley State University with a degree in Accounting and later continued to the College of William and Mary to study Auditing. Her attention to detail but love for interacting with clients led her down the path of Financial Planning. She has spent 6 years in the industry, with time at both Edward Jones and M.J. Smith and Associates. During her time in the industry, she has earned her Certified Financial Planner and Certified Public Accountant designations.

While maintaining a close professional and personal relationship with Alexa Kane, she was introduced to Melissa Joy and Pearl Planning. Melissa’s leadership in the industry and knowledge of financial planning is second to none.