Hanna Wohleking

Paraplanner

As a member of the JJ Burns financial planning team, Hanna Wohleking helps analyze clients’ needs, conduct research, and develop comprehensive financial plans. She also provides support to the firm’s senior wealth advisors, assisting them in all aspects of the client relationship.

Hanna Graduated from North Carolina’s Elon University with a B.S. in Finance.

On the personal side

Having grown up in Centerport on Long Island’s North Shore, Hanna loves the water and is a beach girl at heart. Whenever possible, she indulges her passion for animals by fostering delightful little kittens. She also enjoys going to concerts, traveling, trying new wineries—and doing barre workout classes to keep it all in balance!

What Hanna brings to the table

Lots of laughter along with delicious gluten free foods. Hanna never says no to flourless chocolate cake!

Meet The Team

James J. Burns, CFP®

CEO/President, CFP Board Ambassador

Steven Mula, CFA®

Chief Investment Officer

Jessica Evans

Client Services Manager, Chief Compliance Officer

Adam Kohler, CFP®, BFA

Director of Financial Planning

Anamika Madan, CFP®

Financial Planning Specialist

Nejad Abo-Hamzy, CFP®

Financial Planner

Amy Vasili

Paraplanner

Danielle Moss

Client Service Associate

Jami Regan

Administrative Assistant