The H Group, Inc.
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The H Group, Inc. Employees
Employee
Years
Job
Industry
Brenna Jensen-Baucum Brenna Jensen-Baucum's The H Group, Inc. Experience June 2013 - Present
Job Advisory Associate at The H Group
Industry Investment Management
Experience
The H Group, Inc. June 2013 - Present
Allied Video Productions January 2007 - June 2013
Skills
Personal Financial..., Holistic Financial..., Financial Planning, Financial Advisory, Investment Management, Tax Planning, Retirement Planning, Estate Planning, Inheritance Tax Planning, Insurance Planning, Social Security, Professional Conduct, Fiduciary Services, Interviewing Skills, Leadership, Interpersonal..., Organizational..., Cross-cultural, Public Relations, Corporate Communications, Social Media Outreach, Social Media, Social Networking, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Photoshop, Video Editing, Event Management
Education
College for Financial Planning 2014 — 2016
CFP Credentials, Financial Planning and Services
University of Oregon 2002 — 2006
Bachelor of Arts (BA), Journalism
The H Group, Inc. June 2013 - Present
Allied Video Productions January 2007 - June 2013
Skills
Personal Financial..., Holistic Financial..., Financial Planning, Financial Advisory, Investment Management, Tax Planning, Retirement Planning, Estate Planning, Inheritance Tax Planning, Insurance Planning, Social Security, Professional Conduct, Fiduciary Services, Interviewing Skills, Leadership, Interpersonal..., Organizational..., Cross-cultural, Public Relations, Corporate Communications, Social Media Outreach, Social Media, Social Networking, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Photoshop, Video Editing, Event Management
Education
College for Financial Planning 2014 — 2016
CFP Credentials, Financial Planning and Services
University of Oregon 2002 — 2006
Bachelor of Arts (BA), Journalism
Ron Kelemen Ron Kelemen's The H Group, Inc. Experience July 1998 - Present
Job Certified Financial Planner at The H Group, Inc.
Industry Investment Management
Experience
The H Group, Inc. July 1998 - Present
Willamette Academy Advisory Council June 2003 - Present
Willamette Valley Estate Planning Council May 2002 - Present
Medical Foundation of Marion and Polk Counties November 1999 - Present
Financial Planning Association of Oregon & SW WA 1984 - Present
Rotary Club of Salem, OR February 1984 - Present
Peace Corps July 1978 - September 1980
City of Salem July 1974 - June 1978
Skills
Wealth Management, Financial Advisory, Financial Planning, Asset Management, Retirement, Investment Advisory, Financial writing, Portfolio Management, Strategic Financial..., Financial Planners, Finance, Investments, Strategy, Leadership, Asset Managment, Strategic Planning, Life Insurance, Estate Planning, Nonprofits, Retirement Planning, Small Business
Education
Syracuse University - Maxwell School 1973 — 1974
MPA, Public Management
Lewis and Clark College 1969 — 1973
Bachelor of Science (B.S.), Biology, Political Science
Abraham Lincoln High School 1966 — 1969
Diploma
The H Group, Inc. July 1998 - Present
Willamette Academy Advisory Council June 2003 - Present
Willamette Valley Estate Planning Council May 2002 - Present
Medical Foundation of Marion and Polk Counties November 1999 - Present
Financial Planning Association of Oregon & SW WA 1984 - Present
Rotary Club of Salem, OR February 1984 - Present
Peace Corps July 1978 - September 1980
City of Salem July 1974 - June 1978
Skills
Wealth Management, Financial Advisory, Financial Planning, Asset Management, Retirement, Investment Advisory, Financial writing, Portfolio Management, Strategic Financial..., Financial Planners, Finance, Investments, Strategy, Leadership, Asset Managment, Strategic Planning, Life Insurance, Estate Planning, Nonprofits, Retirement Planning, Small Business
Education
Syracuse University - Maxwell School 1973 — 1974
MPA, Public Management
Lewis and Clark College 1969 — 1973
Bachelor of Science (B.S.), Biology, Political Science
Abraham Lincoln High School 1966 — 1969
Diploma
Sarah Fagan Sarah Fagan's The H Group, Inc. Experience June 2012 - Present
Job Stylist, Chachi Hair
Industry Cosmetics
Experience
CHACHI HAIR November 2014 - Present
The H Group, Inc. June 2012 - Present
Portland Public Schools September 2010 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Event Planning, Social Networking
Education
George Fox University 2009 — 2010
Master's degree, Elementary Education and Teaching
Oregon State University 2003 — 2008
Bachelor of Science (BS), Human Development and Family Sciences
CHACHI HAIR November 2014 - Present
The H Group, Inc. June 2012 - Present
Portland Public Schools September 2010 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Event Planning, Social Networking
Education
George Fox University 2009 — 2010
Master's degree, Elementary Education and Teaching
Oregon State University 2003 — 2008
Bachelor of Science (BS), Human Development and Family Sciences
Rebecca Searles Rebecca Searles's The H Group, Inc. Experience August 2009 - September 2011
Job Account Executive at SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group October 2011 - Present
The H Group, Inc. August 2009 - September 2011
Skills
401k, 403b, 457 Plans, Retirement Plan..., Retirement Planning, Defined Benefit, Defined Contribution, Asset Management, Investment Advisory, Investments, ERISA, Series 6, Series 63
Education
Biola University
Bachelor of Science (BS), Business Management
SageView Advisory Group October 2011 - Present
The H Group, Inc. August 2009 - September 2011
Skills
401k, 403b, 457 Plans, Retirement Plan..., Retirement Planning, Defined Benefit, Defined Contribution, Asset Management, Investment Advisory, Investments, ERISA, Series 6, Series 63
Education
Biola University
Bachelor of Science (BS), Business Management
Mary Way Mary Way's The H Group, Inc. Experience April 1995 - Present
Job Certified Financial Planner at The H Group, Inc.
Industry Investment Management
Experience
Rotary Club of Salem 2015 - Present
Financial Planning Association of Oregon & SW WA 1998 - Present
The H Group, Inc. April 1995 - Present
Skills
Strategic Planning, Wealth Management, Strategic Financial..., Fixed Annuities, Accounting, Investments, Estate Planning, Financial Planners, Retirement Planning, Mutual Funds, High Net Worth..., Retirement, Asset Management, Budgets, Small Business, Public Speaking, Insurance, Banking, Investment Advisory, Life Insurance, Nonprofits, Portfolio Management, Term Life Insurance, Personal Financial...
Education
University of Illinois at Urbana-Champaign
Master's Degree, Educational Psychology
Portland State University
Accounting
University of Illinois at Urbana-Champaign
MA, Educational Psychology
University of Minnesota-Twin Cities
BA, Psychology, Journalism
Visitation School
High School
Rotary Club of Salem 2015 - Present
Financial Planning Association of Oregon & SW WA 1998 - Present
The H Group, Inc. April 1995 - Present
Skills
Strategic Planning, Wealth Management, Strategic Financial..., Fixed Annuities, Accounting, Investments, Estate Planning, Financial Planners, Retirement Planning, Mutual Funds, High Net Worth..., Retirement, Asset Management, Budgets, Small Business, Public Speaking, Insurance, Banking, Investment Advisory, Life Insurance, Nonprofits, Portfolio Management, Term Life Insurance, Personal Financial...
Education
University of Illinois at Urbana-Champaign
Master's Degree, Educational Psychology
Portland State University
Accounting
University of Illinois at Urbana-Champaign
MA, Educational Psychology
University of Minnesota-Twin Cities
BA, Psychology, Journalism
Visitation School
High School
Dale Hadley Dale Hadley's The H Group, Inc. Experience January 1992 - Present
Job Certified Financial Planner at The H Group
Industry
Experience
The H Group, Inc. January 1992 - Present
Education
George Fox University
Economics and Business
The H Group, Inc. January 1992 - Present
Education
George Fox University
Economics and Business
Larry Hanslits Larry Hanslits's The H Group, Inc. Experience June 1997 - Present
Job Certified Financial Planner at The H Group, Inc.
Industry Financial Services
Experience
The H Group, Inc. June 1997 - Present
Skills
Wealth Management, Retirement, Strategic Financial..., Estate Planning, Financial Analysis, Investment Advisory, Asset Managment, Retirement Planning, Portfolio Management, Financial Modeling, Asset Management, Certified Financial..., Asset Allocation, Mutual Funds, Fixed Annuities, Financial Planners, Securities, Wealth, IRAs, High Net Worth..., Wealth Management..., Investments, Financial Advisory, Finance, Financial Services, Financial Planning
Education
Oregon State University 1980 — 1985
Bachelor of Science, Finance
The H Group, Inc. June 1997 - Present
Skills
Wealth Management, Retirement, Strategic Financial..., Estate Planning, Financial Analysis, Investment Advisory, Asset Managment, Retirement Planning, Portfolio Management, Financial Modeling, Asset Management, Certified Financial..., Asset Allocation, Mutual Funds, Fixed Annuities, Financial Planners, Securities, Wealth, IRAs, High Net Worth..., Wealth Management..., Investments, Financial Advisory, Finance, Financial Services, Financial Planning
Education
Oregon State University 1980 — 1985
Bachelor of Science, Finance
Alex Sheppard's The H Group, Inc. Experience March 2005 - April 2009
Job Advisor at Financial Reserve
Industry Investment Management
Experience
Financial Reserve May 2009 - Present
The H-Group, Inc. March 2005 - April 2009
Arabella Securities June 2004 - January 2005
Franklin Templeton Investments July 1998 - June 2002
Skills
Personal Financial..., Investment Advisory, Permanent Life Insurance, Term Life Insurance, Portfolio Management
Education
The University of Texas at Austin 2002 — 2004
MBA
The University of Texas at Austin - Red McCombs School of Business 2002 — 2004
MBA
Pomona College 1994 — 1998
BA
Churchill High School 1989 — 1993
Financial Reserve May 2009 - Present
The H-Group, Inc. March 2005 - April 2009
Arabella Securities June 2004 - January 2005
Franklin Templeton Investments July 1998 - June 2002
Skills
Personal Financial..., Investment Advisory, Permanent Life Insurance, Term Life Insurance, Portfolio Management
Education
The University of Texas at Austin 2002 — 2004
MBA
The University of Texas at Austin - Red McCombs School of Business 2002 — 2004
MBA
Pomona College 1994 — 1998
BA
Churchill High School 1989 — 1993
Justin Waller, CFP® Justin Waller, CFP®'s The H Group, Inc. Experience August 2009 - Present
Job Certified Financial Planner at Waller Financial Coaching, LLC
Industry Financial Services
Experience
Waller Financial Coaching, LLC October 2014 - Present
The H Group, Inc. August 2009 - Present
Financial Network Investment Corporation, Member SIPC August 2009 - December 2011
Ameriprise Financial Services, Inc. April 2000 - August 2009
Franklin Templeton Investments 1998 - 2000
Skills
Personal Financial..., Strategic Financial..., Personal Tax Planning, Investment Advisory, Wealth Management, Financial Advisory, Estate Planning, Portfolio Management, Wealth Accumulation, Retirement Planning, Asset Managment, Retirement, IRAs, Financial Planners
Education
University of California, Davis 1999 — 2001
Personal Financial Planning Program (Certificate Program), Personal Financial Planning
California State University-Chico 1996 — 1998
Bachelor of Science (B.S.), Business Administration - Strategic Management
Merced College 1993 — 1996
Associate of Arts (AA), Business Administration
Waller Financial Coaching, LLC October 2014 - Present
The H Group, Inc. August 2009 - Present
Financial Network Investment Corporation, Member SIPC August 2009 - December 2011
Ameriprise Financial Services, Inc. April 2000 - August 2009
Franklin Templeton Investments 1998 - 2000
Skills
Personal Financial..., Strategic Financial..., Personal Tax Planning, Investment Advisory, Wealth Management, Financial Advisory, Estate Planning, Portfolio Management, Wealth Accumulation, Retirement Planning, Asset Managment, Retirement, IRAs, Financial Planners
Education
University of California, Davis 1999 — 2001
Personal Financial Planning Program (Certificate Program), Personal Financial Planning
California State University-Chico 1996 — 1998
Bachelor of Science (B.S.), Business Administration - Strategic Management
Merced College 1993 — 1996
Associate of Arts (AA), Business Administration
Jeri Lynn Barth Jeri Lynn Barth's The H Group, Inc. Experience March 2002 - April 2008
Job Administrative Assistant II at T. Rowe Price
Industry Investment Banking
Experience
T. Rowe Price October 2013 - Present
Office Team June 2012 - March 2014
City Center Parking August 2010 - July 2011
NewFocus Financial Group April 2008 - April 2010
The H Group, Inc. March 2002 - April 2008
Sky Financial Solutions May 2000 - December 2001
RefCheck Information Services May 1998 - May 2000
Bank One December 1996 - May 1998
Bank One June 1993 - December 1996
Skills
Administrative..., Calendars, Office Management, Spreadsheets, Invoicing, Telephone Skills, Travel Arrangements, Office Administration, Calendaring, Fax, Outlook, Administrative Support, Administration, Data Entry, Customer Service, Time Management, Typing, Word, PowerPoint, Excel, Microsoft Office, Scheduling, General Office Duties, Customer Relations, Internet Research, Coordination, Meeting Planning, Database Administration, Teamwork, Executive Management, Documentation, Internet Explorer, Problem Solving, Research, Confidentiality, Office Equipment, Concur, Expenses, Event Planning, Microsoft Word, Online Research, Administrative...
Education
Sinclair Community College 1992 — 1994
Associate of Arts, Psychology
T. Rowe Price October 2013 - Present
Office Team June 2012 - March 2014
City Center Parking August 2010 - July 2011
NewFocus Financial Group April 2008 - April 2010
The H Group, Inc. March 2002 - April 2008
Sky Financial Solutions May 2000 - December 2001
RefCheck Information Services May 1998 - May 2000
Bank One December 1996 - May 1998
Bank One June 1993 - December 1996
Skills
Administrative..., Calendars, Office Management, Spreadsheets, Invoicing, Telephone Skills, Travel Arrangements, Office Administration, Calendaring, Fax, Outlook, Administrative Support, Administration, Data Entry, Customer Service, Time Management, Typing, Word, PowerPoint, Excel, Microsoft Office, Scheduling, General Office Duties, Customer Relations, Internet Research, Coordination, Meeting Planning, Database Administration, Teamwork, Executive Management, Documentation, Internet Explorer, Problem Solving, Research, Confidentiality, Office Equipment, Concur, Expenses, Event Planning, Microsoft Word, Online Research, Administrative...
Education
Sinclair Community College 1992 — 1994
Associate of Arts, Psychology
Chyrle Pinkerton Chyrle Pinkerton's The H Group, Inc. Experience November 2000 - Present
Job CFP at The H Group, Inc
Industry Financial Services
Experience
The H Group, Inc. November 2000 - Present
Skills
Personal Financial..., Portfolio Management, IRAs, Financial Services, Asset Management, Personal Tax Planning, Social Security, Pre-Retirement Planning, Post Retirement Planning, Social Security Planning, Financial Planning, Wealth Management, Retirement Planning, Investments, Finance, Mutual Funds, Retirement, Financial Advisory, Small Business, Estate Planning
Education
College of Financial Planning 1986 — 1988
Idaho State University
The H Group, Inc. November 2000 - Present
Skills
Personal Financial..., Portfolio Management, IRAs, Financial Services, Asset Management, Personal Tax Planning, Social Security, Pre-Retirement Planning, Post Retirement Planning, Social Security Planning, Financial Planning, Wealth Management, Retirement Planning, Investments, Finance, Mutual Funds, Retirement, Financial Advisory, Small Business, Estate Planning
Education
College of Financial Planning 1986 — 1988
Idaho State University