With over 65 years of combined experience, our team of CERTIFIED FINANCIAL PLANNER™ professionals is knowledgeable, reliable and passionate about empowering our clients.

Our advisors bring a diverse set of talents and strengths to work for you. We use a collaborative approach in caring for our client families, meeting weekly to discuss what’s happening in their lives and finding ways where our individual strengths can most benefit their unique situation. This way, our clients get the best of us all.

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

Larry Hanslits, CFP®

Larry has spent over half his life in this industry and developed a knack for explaining difficult money concepts simply. He’s often collaborating with business owners on retirement planning, building and business buyouts and the challenges of leaving a career they love. It’s not uncommon for Larry to join a client as they meet with their estate planning attorney to brainstorm the best ways to meet their philanthropic goals.

In addition to his work with clients, Larry speaks at collegiate and professional events for various organizations throughout the state and country. He serves on the Investment Policy Committee for The H Group, Inc. which provides strategies and guidance to the portfolio management team.

Married to his high school sweetheart Laurie, the two of them enjoy cooking, trips to the Oregon coast and golfing in their backyard at Illahe Hills Country Club. Their kids, Eric and Jenna, are in their twenties and living in Portland and Georgia, both pursuing successful careers.

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Qualifications:

  • CERTIFIED FINANCIAL PLANNER™ since 1990.
  • Bachelor of Science in Business and Finance from Oregon State University in 1985.

Professional Affiliations:

  • Adjunct Professor | Oregon State University.
  • Fellow | Wealth Strategies Institute.
  • Fellow | The Esperti Peterson Institute.
  • Adjunct Professor | Academy of Multidisciplinary Practice through Michigan State University.
  • Member | Willamette Valley Estate Planning Council
  • Member | Financial Planning Association, Oregon-SW Washington Chapter.
  • Past Board Member | Financial Planning Association, Oregon Chapter
  • Past Co-Chair of Programs | Financial Planning Association, Mid-Oregon Chapter

Community Involvement:

  • Fundraising Chair | The Gerry Frank Rotary Amphitheater
  • Member | Rotary Club of Salem
  • Past President | Peace Harbor Hospital Foundation
  • Co-Chair | Florence Chamber of Commerce Golf Tournament
  • Master of Ceremonies | Florence Relay for Life
The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon

Brenna Baucum, CFP®

Working with our firm for half a decade, Brenna is talented at translating financial jargon into plain English and has a reputation for creating detailed action plans to help clients set, pursue and achieve their definition of success. Coordinating the moving parts of retirement planning including paycheck replacement, goal setting, proactive tax planning and simplifying life is her specialty. She has been asked to speak at several local and national events which has ignited a passion for empowering her clients and their relationship with money, particularly women.

Brenna is married to Ben, a man she met on an airplane in 2008. They enjoy camping, fitness and above all else, spending time with their young daughter Mika.

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Qualifications:

  • CERTIFIED FINANCIAL PLANNER™ since 2015.
  • College for Financial Planning | CFP® education certificate.
  • Bachelor of Arts in Journalism and Communications | University of Oregon in 2006.

Professional Affiliations:

  • Member | Financial Planning Association, Oregon SW Washington Chapter.
  • Alumni | Leadership Salem.
  • Team Member | Rotary District 5100 Group Study Exchange to Bangalore India.

Community Involvement:

  • Member | Rotary Club of Salem
  • Board Member, Public Image | Rotary Club of Salem
  • Volunteer | Financial Planning Association, Mid-Winter Conference
  • Volunteer | Marion Polk Food Share
  • Treasurer, Board Member | Chemeketa Community College Foundation
  • Member, Past Presenter | CSI Women’s Leadership Group
The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon

Katherine Keppel, CFP®, CLU®

With over 25 years of experience, Katherine has a wealth of knowledge around financial planning, investment management and client service. She has a unique ability to get clients to open their minds to possibilities they haven’t thought of yet and loves to ask, “What if?” Katherine is a strong believer in the power of a plan, and works with her clients to customize steps to get them to where they want to be.

In addition to her CFP®, Katherine also carries the designation as a Chartered Life Underwriter. This gives her special insight into the insurance needs of our client families. In addition to her direct work with clients, she is consistently working on back office operations to make our firm run more efficiently and ultimately, improve the level of service we’re able to provide.

Katherine loves the outdoors and the arts. In her free time, you can find her kayaking the Santiam, camping on the Oregon Coast or attending fabulous plays at Keller Auditorium as a season ticketholder. Katherine’s sons Ben and Josh are grown and living in Portland and California.

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Qualifications:

  • CERTIFIED FINANCIAL PLANNER™ since 2005.
  • College for Financial Planning | CFP® education certificate.
  • Chartered Life Underwriter professional since 2006.
  • The American College | Chartered Life Underwriter advanced education certificate.
  • State of Oregon Insurance Consultant license for life and health.

Professional Affiliations:

  • Member | Willamette Valley Estate Planning Council
  • Member | The Financial Planning Association Past Board
  • Member | Financial Planning Association, Mid-Oregon Chapter

Community Involvement:

  • Member | Leave a Legacy
  • Volunteer | Marion Polk Food Share
  • Board Member | Eugene Concert Choir
The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon

Michelle Lehr,  Client Services

Michelle is our office manager and client service specialist. When you call, her welcoming voice will likely be the first you hear. Michelle handles the day to day scheduling and management of our office, as well as the hands-on administration of client accounts. She is an invaluable team member who helps to keep our advisory team organized and well prepared.

She is passionate about volunteering and feels a real sense of reward in donating her time, talents and treasures. When she’s not busy with the firm, Michelle enjoys spending time with her family in Eugene.

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Community Involvement

  • Volunteer | National Alliance on Mental Illness
  • Volunteer | Rotary Club of Salem
  • Volunteer | Marion Polk Food Share
Sarah Sepulveda - The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon

Sarah Sepulveda,  Client Services

As a client service specialist, Sarah works in depth on the administrative details of client accounts. Processing withdrawal requests, preparing paperwork for client meetings and proactively finding ways to serve our client families are all part what she does at the firm. You also may hear her voice greet you when you call our office.

Sarah and her husband, Peter, who respectively hail from Minnesota and Maine, are relatively new to Oregon and enjoy hiking and exploring the beautiful outdoors, interesting sites, and delicious food in their new home state. When not on those adventures, Sarah enjoys reading, attending or being involved in the arts, and playing with their Samoyed puppy, Nanuk.

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Community Involvement

  • Member | East Salem Rotary Club
  • Board Member, Vocational Service | East Salem Rotary Club
  • Volunteer | McKay High School Performing Arts
  • Volunteer | Boys & Girls Club of Salem, Marion and Polk Counties
The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon

Ron Kelemen,  Financial Planner Emeritus

Ron Kelemen was a CERTIFIED FINANCIAL PLANNER™ licensee for over 35 years, and as an Advisory Associate of The H Group, Inc. served as the founder of the Salem location. The firm continues to use his leadership as a compass, carrying over many of the values that started our firm nearly four decades ago.

His book, The Confident Retirement Journey – Your Personal & Financial Roadmap, is available at Amazon or our office. Ron started a quarterly newsletter in 1992 that continues beyond his retirement, as do many of the trails he blazed. He has also written a wealth management column for local medical societies and has served as contributing author to three wealth management reference books. In addition, he has been quoted in national publications including The Wall Street Journal, Money, Smart Money, and numerous professional publications.

In retirement, he and his wife Kathy enjoy bicycling, cooking, Airstream trailer camping, snowboarding, classical music and international travel. They stop by the office frequently and we enjoy staying in touch.