The Hansen Group
Welcome to The Hansen Group. We’re passionate about building lasting relationships and delivering advice that feels personal, not transactional. Whether you’re planning for retirement, managing a business transition, or creating a legacy for future generations, we’re here to help you feel confident every step of the way.
Tom Hansen, CRPC™
Managing Director, Wealth Management Advisor
With over 30 years of experience, Tom leads The Hansen Group's investment services practice. He specializes in total wealth management and collaborates closely with clients' tax and estate planning professionals to deliver strategies tailored to complex planning needs.
Jack Hansen, CFP®, ChFC®
Wealth Management Advisor
Jack focuses on helping business owners and families connect life priorities to disciplined wealth strategies. A CERTIFIED FINANCIAL PLANNER™ professional, he brings a planning-first approach to retirement income, tax-aware investing, and liquidity events.
Jennifer F. Berg, ChFC®, CRPC™
Assistant Vice President, Relationship Manager
Jennifer specializes in serving clients preparing for retirement. Recognized as a Top 100 Wealth Management Client Associate, she brings over 20 years of experience and holds advanced credentials in retirement planning.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
