The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon

DALE W. HADLEY, CFP® 503.292.5853 dalehadley@thehgroup.com 3395 SW Garden View Ave Portland, OR 97225 Dale is a graduate of George Fox University where he received his degree in Economics and Business. He has operated his nationwide financial planning practice since 1978 and was awarded the CERTIFIED FINANCIAL PLANNER™ certification in 1980. Dale is an active member…

The H Group - KATHERINE KEPPEL, CFP®, CLU®

CFP®, CLU®

The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon

FRED KING, CFP® T: 503.292.5853 E: fredking@thehgroup.com 3395 SW Garden View Ave Portland, OR 97225 Fred came to The H Group, Inc. in June 2004. Fred is a CERTIFIED FINANCIAL PLANNER®, a member of the Financial Planning Association (FPA), and over the last seven years he has been an educator and judge for Oregon State…

The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon

SCOTT L. MAXWELL, CFP® T: 503.292.5853 E: scottmaxwell@thehgroup.com 3395 SW Garden View Ave Portland, OR 97225 Scott L. Maxwell, CFP® has been involved in the financial planning industry since 1993, when he accepted an opportunity as a Registered Representative with a national investment company. In 1997 Scott founded an independent financial planning firm, Financial Strategies, and developed…

The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon

Chyrle (Cheri) Pinkerton, CFP® T: 208.853.7770 E: cheripinkerton@thehgroup.com 7661 W. Riverside Dr. Ste. 104 Boise, ID 83714 Cheri has been developing financial solutions for individuals since 1981. She was awarded the rights to use the CERTIFIED FINANCIAL PLANNER™ certification in 1988. She is proud to be a financial advisor who is held to a fiduciary…

The H Group - Stephanie M. Roberts CFP®

STEPHANIE M. ROBERTS T: 425.827.6236 E: StephanieRoberts@thehgroup.com 11000 NE 33rd Pl #301 Bellevue, WA 98004 Stephanie began her career in the financial planning industry in 2014 at a former Registered Investment Advisory firm. During her final years with the firm, she became their Chief Operations and Compliance Officer, overseeing the day-to-day administrative and operations functions of…

The H Group - JAMES SAGER, CFP®

JAMES SAGER, CFP® T: 503.445.1911 E: jamessager@thehgroup.com 3395 SW Garden View Ave Portland, OR 97225 James came to The H Group in 2018, with more than 13 years of experience in the financial industry. He is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association (FPA). After graduating from Oregon State University in 2005, with…

The H Group - Jason Tafoya CFP®, AIF®

CFP®, AIF®

JASON TAFOYA, CFP®, AIF® T: 425.827.6236 E: jasontafoya@thehgroup.com 11000 NE 33rd Pl #301 Bellevue, WA 98004 Jason started his career in the financial planning industry in 2010 working with clients implementing tax planning strategies, retirement planning, estate planning, managing risk, and investing assets. In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, Jason is also an Accredited Investment Fiduciary® Designee…

The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon

CFP®, CDFA®, QKA

JESSICA TIERNEY, CFP®, CDFA®, QKA T: 503.292.5853 E: jessicatierney@thehgroup.com 3395 SW Garden View Ave Portland, OR 97225 Jessica is a CERTIFIED FINANCIAL PLANNER™ professional, a CERTIFIED DIVORCE FINANCIAL ANALYST® certificant and Qualified 401(k) Administrator. She is a member of the Financial Planning Association (FPA) and the American Society of Pension Professionals & Actuaries. Jessica graduated from Portland…