Meet Hans
Hans M Reese, Founder | Owner
Hi, I'm Hans. I started this firm because I believed too many investors were quietly being left out—and often falling behind.
Some told me they felt forgotten by their advisor. Others said there didn’t seem to be any clear follow-through or plan. And many simply reached a point in life where they knew it was time to get professional advice.
After years at large firms, I wanted to build something better - where I was able to help every client feel heard, valued, and supported.
Today, I work one-on-one with professionals 50+ who want to retire—and stay retired—with a clear plan and a tailored investment strategy.
Am I qualified to help you?
24+ years of experience navigating individual investors through both calm and chaotic markets.
Hands-on during multiple cycles of booms, busts, and recoveries—I’ve seen what works (and what doesn’t).
Trained with top-tier wealth managment teams at Merrill Lynch and Morgan Stanley (2001–2006).
Credentialed: CERTIFIED FINANCIAL PLANNER® professional; Chartered Retirement Planning Counselor℠ ; Accredited Asset Management Specialist℠.
Independent by design—I work for you.
And what about me personally?
I was raised in Hawaii and graduated from the University of Colorado’s Leeds School of Business with a degree in International Business and Finance—and a minor in German.
Before becoming a financial planner, I worked in international logistics, domestic transportation, and tech startups. I know firsthand what it’s like to save to a 401(k), balance a budget, raise a family, and make big decisions with real consequences.
I’m married with two sons and a dachshund named Xena. We love to travel. Most summers we head back to Hawaii, and in the winter, you’ll find us skiing in Lake Tahoe.
 Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. |  CHARTERED RETIREMENT PLANNING COUNSELORSM and CRPC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries. |  ACCREDITED ASSET MANAGEMENT SPECIALISTSM and AAMS® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries. |