At The H Group, Inc., our desire to build solid, long-term relationships with our clients is exceeded only by our commitment to provide unparalleled service.

We pride ourselves in meeting and exceeding expectations through a high level of professionalism, competency, service, and support. With a combined fifty-nine years of experience in the financial services industry, advisors Scott Maxwell, Fred King, Jessica Tierney and James Sager combine their insights and expertise to create a synergistic team. While ten or more other dedicated professionals support the complete client service endeavor, Scott, Fred, Jessica and James form the backbone of the client service and advisory team.

PHONE
503.292.5853

FAX
503.292.5863

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

Fred King, CFP®

T: 503.292.5853
E: fredking@thehgroup.com

Fred came to The H Group, Inc. in June 2004. Fred is a CERTIFIED FINANCIAL PLANNER™ professional, 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.

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

Jessica Tierney, CFP®

T: 503.292.5853
E: jessicatierney@thehgroup.com

Jessica joined The H Group in 2017 after more than a decade in the retirement industry. She graduated from Portland State University with a bachelor of science in Mathematics and received her CERTIFIED FINANCIAL PLANNER™ designation in May 2012.

Jessica began her professional career with a boutique recordkeeping, administration and investment advisory firm located in Portland, Oregon. Over the course of her tenure, she worked in all facets of the company, earning various industry credentials including her Qualified 401(k) Administrator designation, from the American Society of Pension Professionals & Actuaries, and became a member of the firm’s Leadership Team in 2012. In late 2014, Jessica decided to leave her position as the Director of Financial Planning and branch out on her own, spending several years working as an independent consultant, assisting plan sponsors in the fulfillment of their fiduciary duty to evaluate their retirement plan service providers. Due to vast uncertainty in the retirement industry, with ever evolving fiduciary regulations, Jessica decided to look for future ventures outside her current field and was thrilled when the opportunity to join The H Group family presented itself.

On a personal note, Jessica grew up in Tigard and attended Tualatin High School. After high school, she spent 3 years studying electrical engineering at the University of Portland, participating in the air force ROTC program, before finishing her math degree at Portland State. She comes from a large family, being the youngest of five, and is the proud mother of her son, Owen. In her downtime, Jessica enjoys running or working out, and always appreciates a good book.

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

Scott L. Maxwell, CFP®

T: 503.292.5853
E: scottmaxwell@thehgroup.com

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.

James Sager

T: 503.445.1911
E: jamessager@thehgroup.com

James came to The H Group in 2018, with more than 13 years of experience in the financial industry. After graduating from Oregon State University in 2005, with a bachelor of science in International and Financial Economics, he joined FocusPoint Solutions, Inc. as a relationship manager for fee only financial advisors. During his tenure, James had the opportunity to explore all areas of the operational side of financial advising. He has completed his education requirements for the CFP® and will sit for the final exam in 2019. In his final years with the firm, he became their Director of Implementation and Development, working with advisors to help create efficiencies and processes within their own firms in order to offer greater, more effective levels of service to their clients through technology and best practices. Although James enjoyed his time with FocusPoint and is thankful for the opportunities and experience he was able to acquire, it was time for a change. With the birth of his second son, James determined that it was time to leave the world of operations and take the next step in his career.

James grew up in Portland and attended Centennial High School, in Gresham. After high school, he spent a couple of years studying computer science before making a hard left turn and completing his degree in economics, but holding on to a little of his computer science roots with a minor in multimedia and web design. James is a husband and proud father of two young boys, Owen and Levi. In his downtime, James enjoys traveling, snowboarding, working out, and spending as much time with his boys as possible.