Throughout his more than three-decade career in financial services, Hans has helped clients navigate a variety of market environments as they move up to and through retirement. Responsive and compassionate, he goes the extra mile in planning for clients’ financial well-being through a comprehensive process. This includes collaborating with a client’s CPA, attorney and other professionals to help ensure all aspects of wealth planning are addressed.
Hans joined Raymond James in 2020, drawn by the client-first values that he shares with the firm. These principles have been his guide since he started in the industry in 1989 as a financial advisor with Edward Jones. There, he opened branch offices in Biddeford and Kennebunk, Maine, as well as Norwich, England, before settling in Vermont. In 2009, Hans was asked to serve as the regional leader for an area encompassing Vermont, northern New Hampshire and western Massachusetts, and was named a principal with the firm in 2011. In 2013, Hans assumed the role of an area leader, responsible for 365 branches throughout five New England states.
He earned a bachelor’s degree from Hanover College in Indiana and an MBA in strategic management from Vermont’s Norwich University. He has also earned the Accredited Asset Management Specialist℠ designation, awarded to individuals who have demonstrated fundamental financial knowledge of asset management and investments.
Giving back is a priority for Hans, who is passionate about causes that support cancer research. In June 2016, he participated in a charity bike ride that raised over $175,000 for cancer research and sibling support. He currently serves on the board of trustees for OM Fisher Home, helping support the senior living facility Westview Meadows and The Gary Residence in Montpelier, Vermont. He has also served as a board member for the local Lions Club, the Aldrich Public Library, the Vermont Granite Museum and St. Monica Church.
Originally from Elkhart, Indiana, he lives in Essex Junction, Vermont, where he enjoys many outdoor pursuits, including cycling, mountain biking, skiing and snowboarding. He has four adult children: Alex, Malcolm, Collin and Grace.
*Qualification was based on production. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee was paid in exchange for this award/rating.
Raymond James is not affiliated with the above organizations and/or charitable causes.
