HANNA WEALTH ADVISORS - Key Persons
Job Titles:
- Account Manager
- Operations Manager
Irma Lewis joined Jim's team in 2008 and has 11-plus years in the financial industry. Irma works closely with Jim in retirement planning and maintains client communication, ensuring all transactions are correct and all client questions are answered. Irma holds a Texas insurance license and uses her knowledge to help the team and its clients with current and future needs.
Jim Hanna has 34 years of experience in the insurance and annuity industry. Jim is a licensed life insurance professional in the state of Texas and is an Investment Adviser Representative.
Jim lives in Pipe Creek, Texas, with his wife, Barbie, and their two dogs: Carly, a black lab, and Jack, a yellow lab. A U.S. Air Force Veteran, Jim enjoys deep-sea fishing and wildlife preservation in his free time, and is a board member of a non-profit animal rescue mission focusing on military service dogs.
Lindsey Hebert joined Jim's team in 2024, bringing with her a decade of marketing experience. She holds a bachelor's degree in Business Communication from the University of Phoenix and uses her expertise to develop innovative marketing strategies to best serve you.