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.
Jessica Tierney, CFP®
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.
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.