Meet The Team.
A rare combination of technically excellent and genuinely human.
Hannah Chapman, CFP, APMA, CRPC
FOUNDER · LEAD ADVISOR · WEALTH COACH
Hannah Chapman is a CFP® professional, fiduciary financial advisor, and Founder of X² Wealth Planning, where she helps entrepreneurs, executives, women, and families navigate significant wealth and the increasingly complex decisions that come with it.
With 20 years of experience in financial planning and wealth management, Hannah specializes in bringing the pieces of a client's financial life together — including investment strategy, tax planning, retirement and estate planning, business planning, cash flow, and legacy.
She has particular experience helping clients through significant wealth events: receiving a large inheritance, selling a business, navigating a divorce settlement, receiving a major payout, or reaching another moment when the financial picture changes quickly and the question becomes, “Okay…now what?”
Hannah believes having more money doesn't automatically make financial decisions easier.
Wealth carries more than numbers. It can carry responsibility, identity, family dynamics, grief, possibility, fear, and questions about what comes next. This is especially true when wealth arrives suddenly — or when someone finds herself responsible for a level of wealth she's never managed before.
That understanding is central to the way Hannah works with clients.
At X², she combines rigorous fiduciary financial planning with sophisticated investment management and a deeper understanding of the human being making the decisions. Her work is designed not just to help clients accumulate more, but to give them the clarity and confidence to use their wealth intentionally — to build the life they want, care for the people they love, contribute in ways that matter to them, and create lasting prosperity.
Hannah is particularly passionate about working with women navigating significant wealth. Whether that wealth was built through a career or business, inherited from someone they love, or arrived through a major life transition, she believes women deserve a financial relationship where they are heard, respected, fully involved, and never made to feel like they should already know the answers.
Her approach also recognizes that even the best technical financial plan still has to be implemented by a human being. Through X²'s integration of Human Design, Gene Keys, and money story work, Hannah helps clients understand not only what makes sense financially, but how they make decisions, what they want their wealth to make possible, and what may be influencing their relationship with money beneath the surface.
Hannah is also the host of Investment Friday, where she and her co-hosts make markets, investing, taxes, and financial planning understandable, and Expansive CEO, where she explores the intersection of money, business, leadership, Human Design, and personal expansion.
X² Wealth Planning serves clients virtually across the United States and provides investment advisory services through Juncture Wealth Strategies, LLC, an SEC-registered investment adviser.
CHIEF INVESTMENT OFFICER OF JUNCTURE WEALTH STRATEGIES
Brad Haines, CFA, FRM
Brad has spent more than 30 years doing one thing at an increasingly sophisticated level: building and protecting wealth for people who have a great deal to lose.
His career has spanned securities valuation, institutional portfolio management, and independent wealth management, giving him a vantage point on markets and risk that very few advisors working with individual clients ever develop. He brings that same depth to every client engagement, along with the ability to translate complex investment topics into plain language that actually makes sense. A skill that is also helpful as the co-host of the Investment Friday podcast with Hannah!
At Juncture Wealth Strategies, where he has served as Chief Investment Officer since 2018, Brad builds portfolios designed around where each client actually is in life, what they need their money to do right now, what they need it to do in ten years, and how much risk they genuinely can (or cannot) handle along the way. His Financial Risk Manager (FRM) designation is truly unique in the RIA space, and gives our clients the advantage of having a team that looks at risk from a holistic perspective.
What drives the work underneath the credentials is genuine intellectual curiosity. Brad continuously researches mathematical, statistical, and scientific discoveries for application to financial markets, looking for leading-edge methodologies before they become mainstream. Outside of work, he is guided by faith, family, friends, and fitness.
PRACTICE MANAGER · HUMAN DESIGN ANALYST
Lauren Ammon
Lauren spent 15 years in Talent Management with one consistent focus: what's getting in someone's way and what do they need to see about themselves to move past it? That foundation, combined with a professional coaching certification through iPEC and a Human Design Analyst certification through the International Human Design School, helped her sharpen that lens.
Lauren leads with energy mechanics. She listens for what isn't being said, identifies the behavioral and psychological patterns underneath financial decisions, and translates those patterns through the lens of Human Design — explaining not just what someone is experiencing, but why their energy is producing it. It's the foundation that runs underneath the financial planning work and makes sense of why the numbers alone never tell the whole story.
That same pattern-reading now runs the practice itself. As Practice Manager, Lauren applies the same clarity she brings to client sessions to how X² actually operates day to day — making sure the systems, timing, and experience behind every client relationship are as intentional as the work itself.
She is also the co-host of The Expansive CEO Podcast with Hannah, a weekly conversation that serves as a direct window into how they think and work together covering money stories, Human Design, and Gene Keys in the same way they do with clients.