the h group

Team Update | Q3 2019

Our connection to our client families continues to humble us. This summer, we were welcomed into the homes of many of them. We celebrated graduations, toasted dream homes and shared in the loss of some dear friends. We continue to find gratitude in the special role our clients allow us to play in their lives.…

certified financial planner salem oregon

Team Update | Q2 2019

Spring is trying to spring here in Oregon, and for us, that meant several gatherings with our community friends, partners and client families. Between their Fine Art Auction, annual luncheon and Cinco de Micro Brewfest, we had fun supporting the Boys and Girls Club over the last few months. We also enjoyed sponsoring the Liberty…

financial planner salem oregon

Team Update | Q1 2019

Time is flying and we’ve buttoned up the first quarter of 2019. As is our custom, here’s a short update on what our team has been up to. Michelle has been delightedly occupied with getting a jump on the New Year and scheduling many of you for your update meetings (we always look forward to…

first citizens banquet

2019 Annual First Citizen’s Banquet

Since 1950, the Salem Chamber has honored those who exemplify servant leadership. These are individuals who, through their business, volunteering, and philanthropic efforts, improve the lives of those in the community by serving first. The First Citizen Awards Banquet recognizes individuals in the categories of Outstanding Young Professional, Distinguished Service Award and First Citizen. These men…

Team Retreat

Team Retreat 2019

At the start of every new year, our team sets aside a day to gather offsite. Yesterday, we celebrated the accomplishments of our firm and staff, analyzed the missed opportunities and set goals for the year ahead. Here are some of the highlights: We hired Sarah Sepulveda While we knew we wanted to bring on…