Hanah Baker
Hanah Baker is an Operations Specialist in the Financial Services department, where she supports clients and advisors through accurate, organized, and service-focused operational work. With experience in securities processing, tax documentation, and life insurance administration, she ensures that account activity and client records are handled efficiently and in compliance with industry standards. Hanah is known for her reliability, attention to detail, and commitment to creating a smooth client experience.
At Modern Private Wealth
In her role, Hanah manages key securities operations, including tracking RMDs, submitting maintenance forms, and verifying activity with fund companies. She also assists clients with withdrawals, distributions, and other account service needs.
Hanah coordinates essential tax-season tasks such as preparing client folders, gathering tax documents from various companies, communicating with accountants and fund companies, and ensuring clients receive the information they need in a timely manner.
Her life insurance responsibilities include monitoring premium schedules, updating client records, processing life loan paperwork, managing policy changes, maintaining the Life Spreadsheet, and preparing policy packets for agent delivery.
A Note From
Hanah Baker
"A quote that reflects my values is “Be passionate. Be courageous. Be your best.” I always strive to be passionate, courageous and my best in and outside of work with everything that I do."
Experience Wealth, Redefined.
Whether you’re planning for generations or optimizing today, we’ll help you orchestrate your wealth with clarity and confidence.
Start a conversation about your goals.
