Meet Hans

Hans M Reese, Founder | Owner

Hi, I’m Hans. I started this company to help people who are disappointed and seeking better financial advice.

Generic advice. Confusing statements. Lack of attention. All these routinely put investors at a disadvantage. Add limited time and an inability to start over and mistakes become magnified.

The result: Frustration.  Delayed goals. Missed opportunities. Sometimes even a foolish or rash decision.

I work to help solve these problems.

Am I qualified to help you?

I work for my clients as an independent financial advisor. My work is to provide thoughtful, independent financial guidance and investment management based on a financial planning process.

I started my career with Merrill Lynch in 2001, then Morgan Stanley before joining LPL Financial in 2006.  I am a CERTIFIED FINANCIAL PLANNER™ professional since 2007. I further earned additional credentials for both the Chartered Retirement Planning Counselorâ„  designation and the Accredited Asset Management Specialistâ„  designation.

Bottom line, I have been around. I have been through two booms, two busts, and two recoveries. I have worked with individual clients over the long term to help them navigate the markets, understand the headlines and stay on track.

And what about me personally? 

I was raised in Hawaii and graduated from the University of Colorado, Leeds School of Business with a degree in International Business, Finance and a minor in German Language.

This being a second career, I bring a broad professional background in international logistics, domestic transportation and web startups.

Meaning I know what it is to work, save to a 401(k), start a family and make financial decisions before being a financial advisor and planner.

I am married with two sons and dachshund named Xena. As a family we enjoy travel. With family ties to Hawaii, we often visit Hawaii over the summer and during the winter we enjoy the snow and skiing in Lake Tahoe.

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If you want to start explore how I may be able to help, send me a note. 

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My Designations


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.