Fred King, CFP®
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 University’s Lifetime Financial Planning Contest. In addition, Fred was an adjunct professor in 2016 within the Financial Planning MBA program for Oregon State University. Lastly, Fred has contributed to articles with Kiplinger Magazine (September 2008) and Wealth Magazine (Summer 2010). Fred is a graduate of Oregon State University with a degree in Business Administration; Fred has over 15 years of business experience in a variety of roles with several national firms. Fred specializes in retirement financial needs analysis, investment management, risk management and general financial planning for individuals and small business.
To effectively meet our clients’ needs, we know how important it is to listen and learn about our clients’ individual personal situations. “Financial planning is not all about numbers; it is about getting to know our client’s history, hopes, desires, and goals. By building a bond of trust, we assist our clients on a multitude of key financial and personal decisions. We appreciate the trust and confidence that our clients have in our abilities to guide them through many of life’s situations.“
Fred and his wife have shared 27 years of marriage together, and they are very proud of their two children. He is active in athletics; performing, coaching, and as a cheerleader to his wife and kids.
Scott L. Maxwell, CFP®
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 it into one of Northern Idaho’s premier boutique planning organizations. After meeting the stringent education, ethics, and experience requirements of the CFP Board of Standards, Scott earned the right to use the CFP® marks of distinction in 1999. He is a charter member and active board member of the Financial Planning Association (FPA), the nation’s largest association of professionals dedicated to championing the benefits of comprehensive financial planning. Scott came to The H Group, Inc. in May 2000. While competent in all areas of financial planning and investment management,Scott specializes in retirement and estate planning for clients seeking to realize their dreams, enjoy a secure financial future, and leave a legacy for heirs and favorite charities. Scott values community participation and is involved in several community and non-profit organizations. The father of two, Scott is an avid outdoorsman who enjoys camping, kayaking, sailing, hiking, and map orienteering in the great Northwest.
Jason Tafoya, CFP®, AIF®
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 and holds his Series 66 securities license.
Although Jason is highly credentialed, it is very important to him that financial planning be personal. He understands that financial decisions are quite often driven by multifaceted experiences. He helps clients by balancing goals, constraints and preferences by discussing tradeoffs between risk vs return, today vs tomorrow and self vs others in financial decisions.
Before entering the financial planning industry, Jason worked almost 13 years at Microsoft Corporation as a Program Manager, moving on to spend several years running his own consulting business. Jason earned his Bachelor of Arts degree in Business Administration from Western Washington University and his Masters of Business Administration from University of Phoenix.
As a lifelong resident of Washington State, Jason loves the Pacific Northwest and its diverse environment and population. Away from the office, Jason enjoys traveling, hiking, photography, home improvement projects, reading and other personal growth opportunities.