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.
Spring 2022 Team Update – As 2022 continues to clip along, the beautiful Spring weather brings new life to a dreary winter season. Mask mandates have lifted here in Oregon and things are starting to feel a little more like normal. With clients beginning to make their way into the office for meetings, it’s been a joy seeing folks in person again.
Winter 2021 Team Update – After a long, dry several months, old man winter has reared his ugly head here in Oregon. Blue sky and excessive heat have given way to cold air and atmospheric rivers. While the days may be shorter and the weather a little gloomier, we continue our commitment in helping our clients achieve their financial goals, as well as meet with new folks.