Operations Coordinator
Hannah Bishop is the Operations Coordinator for the Retirement Plans team at Marcotte. Her responsibilities include assisting plan consultants with developing investment reviews, meeting with clients, prospecting, and managing the servicing of client accounts in a remarkably different way. Hannah currently has her Series 6, 63, Life, Health and Annuities licenses and has earned the Chartered Retirement Plan Specialist (CRPS) designation. She graduated Cum Laude from Buena Vista University with a Bachelor in Accounting and Management. Outside of work you can usually find her spoiling her daughter, running, biking, or ballroom dancing with her husband.
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Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, to residents of: AZ | CA | CO | FL | IA | KS | ME | MO | MS | NE | OK | SD | TX | UT | VA Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Marcotte Wealth Management, LLC and Cambridge are not affiliated companies. © Marcotte Insurance Agency, Inc.
402-970-3345
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