Team profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Divorce Financial Planning
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Investment Management

Awards & recognition

  • Renee Hanson, Forbes Best-in-State Wealth Advisors, 2019-2023
  • Renee Hanson, Forbes Best-in-State Women Wealth Advisors, 2022-2024
  • Renee Hanson, Forbes Top Women Wealth Advisors, 2020-2021
  • Renee Hanson, Five Star Wealth Manager, 2013-2022
  • Renee Hanson, Barron’s Top 1,200 Financial Advisors, 2014-2018, 2020-2023
  • Renee Hanson, Ameriprise Circle of Success, 2003-2022
  • Renee Hanson, The Ultimate Digital Experience Award, 2021-2022

Community participation

St. Vincent de Paul, Phoenix, AZ, WISH Founding Member - https://www.stvincentdepaul.net/

Fresh Start Women's Foundation, Phoenix, AZ - https://www.freshstartwomen.org/

Toys for Tots Drop Off Location

Sojourner Center, Phoenix, AZ - https://www.sojournercenter.org/