Chicago, IL
Hannah Basil Bryant
Hi, I’m Hannah. I’m a Chicago-based financial planner with 11 years of experience helping professional women, families, and high earners build wealth with intention.
I work with clients navigating equity compensation, career pivots, maternity leave, entrepreneurship, retirement planning, and other meaningful life transitions. My approach starts with understanding your relationship with money, then building a planning framework that reflects your real life, values, and goals.
Hannah
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Lauren Kanipe
Lauren Kanipe is a dedicated financial services professional with over 3.5 years of experience, endeavoring to deliver exceptional client experiences through integrity, meticulous attention to detail, and outstanding communication skills. She began her career at Merrill Lynch in Charleston, SC, where she honed her ability to build meaningful relationships and target results.
Holding a Bachelor of Science in Business Administration from The University of South Carolina and a Securities Industry Essentials (SIE) certification, Lauren combines her educational foundation with a passion for helping others. She aims to provide white-glove service, working closely with advisors and their clients to simplify processes and ensure seamless, high-quality support.
Professionally, Lauren is driven by her commitment to making a positive impact in the lives of others. Personally, she values family and cherishes opportunities to foster strong, meaningful connections. Her client-centric approach and dedication to excellence make her an invaluable asset to her team and clients alike.
I help clients find clarity around money, career, family, and life transitions so they can make thoughtful decisions with more intention.
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RETIREMENT ON YOUR OWN TERMS
Retirement Planning
Retirement is not a finish line. It is a transition and like every major transition, it deserves a real plan. We work through what you actually want your next chapter to look like, what it will cost, and how to get there without leaving anything on the table. No guesswork. No generic projections. A plan that fits your life.
YOUR WHOLE FINANCIAL PICTURE, FINALLY CLEAR
Financial Planning & Analysis
Most people have pieces of a plan. A 401k here, an investment account there, a vague sense that things are fine. Fine is not a strategy. We build a comprehensive financial plan that connects every piece, tax, investments, estate, cash flow, so you can see exactly where you are, where you are going, and what you need to do next.
YOUR EQUITY IS WORTH UNDERSTANDING
Executive Compensation Planning
RSUs. Stock options. Deferred comp. Executive benefits packages were not designed to be simple and most people accept them without fully understanding what they have. We break down exactly what you own, when it vests, what it is worth, and how to make the most of it without a surprise tax bill. You negotiated hard for this compensation. Let's make sure you actually keep it.
BUILT FOR THE WAY YOU ACTUALLY LIVE
Investing for Women
Women outlive men, take more career pauses, and still retire with significantly less. That is not a mindset problem. It is a planning problem. We build investment strategies that account for your real timeline, your real income trajectory, and the real moments - maternity leaves, career pivots, business launches- that make your financial life look different from the standard model. Being different is not a disadvantage. It just requires a more comprehensive and flexible plan.
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Hannah
Hannah Basil Bryant, CFP® is a Chicago-based financial planner with 11 years of experience helping professional women and families build wealth with intention.
Her path into financial planning began at her first job in commercial banking, where she noticed that colleagues with the same salary and starting point were making very different financial decisions. Because her mother was a financial planner, Hannah understood the value of early planning and compound interest. She wanted to help close that knowledge gap for people who did not have the same advantage.
In 2015, Hannah joined her mother, Lois Basil, at Basil Financial Group, where she helped organize and expand the business while building services for younger clients. Together, they grew the practice to over $75M in AUM before its acquisition in 2023. Today, Hannah is building her next chapter as an independent financial planner and founder of Ambitious and Aligned, a wealth and coaching platform for women navigating career and life transitions.
Hannah is a contributing voice in Neha Ruch’s The Power Pause, a founding member of the Power Pause Community, and a founding member of Grand Pursuit, a community for entrepreneurial women in pursuit of career success and family fulfillment, not one or the other. She graduated summa cum laude in economics from Knox College and studied corporate finance and international marketing at the London School of Economics. She holds the CFP® designation, is a member of the FPA, and is a sustaining member of Phi Beta Kappa.
A lifelong Chicagoan, Hannah lives in the North Mayfair neighborhood with her husband, Caleb, their two young children, and their dog. Outside of work, she enjoys hosting dinner parties, making memories with her family, stand-up paddle boarding, and traveling.
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How did you become a financial advisor?
My path into this career started with a problem I could not stop thinking about. At my first job in commercial banking, I saw people with the same compensation and the same starting point make very different financial decisions. I knew what to do with my money because my mom was a financial planner. Most of my peers did not have that advantage.
At first, I thought I might build a fintech app to help solve that problem. Then my mom offered me a different path. I joined her at Basil Financial Group in 2015 to help organize the business and build services for younger clients. That origin still shapes the practice I am building today.
What types of clients do you work with?
I work with professional women and dual-income families in their 30s and 40s who are building wealth with intention. Many are navigating equity compensation for the first time, considering a career pivot, launching a business, or returning from maternity leave.
I also work with pre-retirees and retirees who are preparing for one of life’s most significant financial transitions and want thoughtful guidance around income, taxes, and long-term planning.
What areas of expertise do you have?
My work centers on equity compensation planning, tax-aware planning, financial planning for career transitions and self-employment, and planning for women navigating meaningful life changes.
I also help clients think through cash flow, retirement income, and how financial decisions connect with family, career, and lifestyle goals.
What kinds of strategies do you help clients with?
I often help clients decode and organize equity compensation, including RSUs, stock options, and other workplace benefits. I also help build cash flow systems that reflect how clients live, not just what a spreadsheet says.
Other common planning areas include tax-aware investment and savings strategies, planning for career pauses or pivots, entrepreneurship, retirement income sequencing, and tax-aware drawdown strategies.
What is your favorite part of working with clients?
My favorite part is being a trusted partner in the moments that matter. Clients come to me with the questions that are keeping them up at night, as well as the dreams they may not have said out loud yet.
It is meaningful to see clients gain clarity, grow their net worth, and create more options for themselves and their families.
What is it like partnering with Savvy?
I appreciate the kindness of the Savvy team and the technology infrastructure that allows me to spend less time on the mechanical parts of the business and more time on the meaningful parts of client relationships.
Savvy was built around the belief that better tools can support better advisors, and I share that belief. As someone building a practice from the ground up, having a platform that handles operational complexity allows me to focus on the people I serve.
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