Scott and Linden were so very pleased to welcome their first grandson into the world in August. The new baby and his parents live in San Francisco so there will be many trips south for the new proud grandparents over the coming years! Jessica and her family are keeping busy! School, sports, and drivers’…
Scott has been making the most of the long summer days. He has been busy with some home improvement projects and has enjoyed getting out of doors for some hikes as well. He and his wife have enjoyed visiting their son in San Francisco and spending time with their daughter in Beaverton. Jessica and family…
Scott and Linden have enjoyed a bit of sailing over the last several months and are looking forward to Spring bringing warmer temperatures to our area. Jessica and family enjoyed the Easter holiday with her brother’s family flying into town from New Orleans for their annual visit. All the nieces and nephews overtook grandma and…
Scott and Linden enjoyed the warmer temperatures and sunny skies on their annual sailing trip in the Gulf of California. They report a warm holiday in spite of the cooler temperature in the NW as they had a full house with friends and family during the holiday season. The change of fall to winter has…
Scott reports a most enjoyable summer. Here at The H Group he kept busy with client meetings and planning but he and his wife Linden did slip away for a bit of camping, exploring SE Oregon and Steens Mtn and spent time with family and friends. Jessica and family had a quiet summer break. Their…
Team Update Summer 2023 Scott wrapped up his sailing adventure in late April and returned to the NW and to the office. He is looking forward to some short terrestrial trips over the summer months and is enjoying working at a proper desk! Jessica and family took the leap and got a new puppy in…
🎉 Join us in wishing a BIG congratulations to Sarah Sepulveda, CFP® for achieving her Certified Financial Planner™ certification! 🥳 Your hard work, dedication, and experience have paid off, and we’re thrilled to celebrate this well-deserved accomplishment with you. 🙌👏 Wishing you continued success as you embark on this exciting new chapter in your career! 🌟💼 #CFP #CareerMilestone #FinancialPlanner #work #experience #success #career
Wealth Management Team, Portland, OR Winter 2022 Scott and Linden have spent the last few months galivanting around the Sea of Cortez on the sailboat. Fred and Amy took a nice road trip to see their daughter, son-in-law and dog (Toast), and visit their newly constructed home. They also got the opportunity to help them…
Fall 2022 Team Update – While the sun hasn’t quite decided to leave us here in Oregon quite yet, Fall is certainly in the air. The summer heat gives way for cool crisp morning and children have kicked off a new school year. As we ramp up another election season, the markets will try to make heads or tails of the uncertainty not only…
Summer 2022 Team Update – As the record rainfall of 2022 has appeared to come to a close and the sunshine finally decided to grace us with its presence here in Oregon, the smell of backyard grills everywhere has begun to fill the air. We continue to see more and more clients make their way into the office, as well as meeting new faces.