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Timothy H

CFP®, Series 63

Sugar Land, TX

Ameritas Advisory Services, LLC

Timothy Hannah is a CFP® professional with 39 years of experience in financial planning and investment advisory. He is associated with Ameritas Advisory Services, LLC since 2021 and also operates Hannah Financial Solutions and Lone Star Advisory Group, which he has led since 2004 and 1999, respectively. His career includes long-term roles with Ameritas Life Insurance Corp. and Ameritas Investment Corp. Outside of his advisory work, he is licensed to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, while managing operational practices to optimize costs and broaden investment options.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Michelle H

Series 66

Sugar Land, TX

Ameritas Advisory Services, LLC

Michelle Hannah is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. She has worked with Ameritas since 2018 in various capacities and operates Hannah Financial Solutions, an insurance brokerage and administrative assistant business that she has maintained since 2004. Michelle also had a role with Community Health Choice Insurance Company in 2022. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of portfolio construction methods and program platforms, offering a broad range of investment options supported by an affiliated corporate structure.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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