Meet the Team

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, business transition planning, 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 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 living in Portland and Georgia, both pursuing successful careers.

Katherine Keppel, CFP^®, CLU^®

With over 30 years of experience, Katherine has a wealth of knowledge around financial planning, investment management, and client service. She has a unique ability to encourage clients to open their minds to the possibilities they haven’t considered and loves to ask, “What if?” Katherine is a strong believer in the power of a plan and works to bring clarity and confidence to the ever-changing chapters of our clients’ lives.

In addition to her CFP^® certification, Katherine carries the designation of a Chartered Life Underwriter. This gives her knowledge and experience in the insurance needs of our client families.

Katherine loves the outdoors and the arts. In her free time, you can find her working in her yard or craft room, kayaking and camping in the Pacific Northwest, attending fabulous plays at Keller Auditorium as a season ticketholder, and training Quill, her Sheepadoodle. Katherine has two sons, Josh and Ben. Both are grown and live on the West Coast.

Eric TanikawaClient Services Specialist

As a client service specialist, Eric handles the day-to-day scheduling of our office and works in-depth on the administrative details of client accounts. This includes processing withdrawal requests, preparing paperwork for client meetings, keeping our advisory team organized and well-prepared, and proactively finding ways to serve our client families. You will also likely hear his voice greet you when you call our office.

Eric and his wife, Amy, moved to Salem in 2016 from Florence, Oregon. On the weekends, Eric is busy mastering his BBQ techniques and occasionally entering a BBQ competition. At holidays, he is renowned for barbecued turkey and prime rib. Eric enjoys the outdoors, camping, and hiking with Amy. Their kids, James and Kenji, are respectively attending Oregon State University and pursuing the culinary arts in Europe and Japan.

Katie Martin

Katie came to us with over 10 years of experience in financial services. She has held roles in operations, as director for a CPA and wealth firm, and as an advisor with a national broker dealer. Katie’s background in education and client service prior to working in the industry has given her a unique approach to seeing what clients need and what may need to be communicated with more clarity. A big-picture person, Katie enjoys putting a plan together that looks at accumulation, retirement spend-down and legacy from an “all-of-life” perspective.

Marketing as well as community engagement and education are Katie’s focus, along with financial planning for the firm. Raised in the Willamette Valley, Katie has a strong commitment to seeing the city of Salem grow and thrive, from its youngest to its oldest inhabitants and those in every walk of life and from every background.

Katie enjoys coffee, karaoke or walking dates with friends, time spent with her two local brothers and their families and helping with church activities. When it is nice out, Katie has been known to enjoy a hike, trip to the beach or camping trip, especially if there is a view of a mountain. Music is also a big part of her life. Live, local bands – especially strings – are her favorite.