Director, Private Wealth Client Services
Hannah Jonson is a Director, Private Wealth Client Services for Cresset’s Houston Market. Hannah partners with her advisor team and the greater senior management team to support the day-to-day needs of her clients. She is responsible for anticipating her client’s needs, providing financial planning solutions, and following up in a timely manner. Hannah also focuses on improving operational efficiency across the Houston market while providing training to other team members and advisors.
Prior to joining Cresset, Hannah worked at Columbia Pacific Wealth Management as a Client Service Associate where she serviced high net worth individuals, foundations, and family offices. Hannah graduated from Washington State University with a degree in management information systems, as well as Northwest Culinary Academy with a degree in culinary arts.