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.…

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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…

financial education

2019 Financial Education Seminar

We had a wonderful time yesterday, welcoming a group of over 60 people to join us for our seminar, “Providing Financial Wisdom Leadership and Planning in Tumultuous Times.” 99% of those who RSVPed attended, which made for lively conversation and questions throughout. David Cahoone, PA covered tax law changes, opportunities within charitable gifting and updates to consider moving forward. Larry reviewed…

Team Update | Q4 2018

Once a quarter, we share a little bit about what’s going on in the lives of our team. Here’s what the last three months looked like for us. Michelle spent the fall doing things she loves. She’s enjoyed several plays and musicals around our area. Shortly before this newsletter went to print, she (and about two…

gratitude

Gratitude

Thanksgiving week can be just another week, full of commitments and business. Or, it can be a time of reflection. We chose the latter.   This week, we took some time as a team to share our gratitude. Gratitude for each other, for the meaningful work our firm empowers us to do, and most of…