Client Service Associate
Hannah Trumbull joined Legacy Financial Planning in January of 2021 as a Client Service Associate. In this role Hannah answers our busy phone line, processes client service requests, and is the pretty smile that greets you at our front desk.
In the past, Hannah has worked as an assistant at Bespoke Designs, a studio specializing in custom design and alterations. She has also worked as a Residential Counselor and Teacher’s Aide for adults and students with developmental disabilities.
Hannah is excited to be a part of the Legacy family and enjoys assisting our many clients. In her free time, Hannah enjoys doing puzzles, shopping, and playing with her family’s puppy, Henry.