The Team Advantage
Larry Hanslits, Brenna Baucum, Katherine Suchan, and Ron Kelemen are independent CERTIFIED FINANCIAL PLANNER™ certificants. They jointly serve their clients as a team with over 100 years of combined experience. They work on a fee-only basis and do not accept any third party compensation or finder's fees. Their practice focuses on wealth planning and investment management for professionals, business owners, and retirees. They are advisory associates of The H Group, Inc., one of the largest independent fee-only registered investment advisory firms in the Northwest with 11 professionals in five offices with over $700 million under active management.
About Larry Hanslits, CFP®
In practice since 1985, Larry merged his practice with Ron’s and Mary’s in 2011. He sits on the investment policy committee of The H Group, Inc., provides advanced estate planning case writing services to attorneys nationwide, is an adjunct professor of financial planning at Oregon State University, and a member of the Rotary Club of Salem.
About Brenna Baucum, CFP®
Brenna joined the practice in 2013 and focuses her attention on Social Security and the grey areas of retirement planning. She is a member of the Rotary Club of Salem, and serves as Treasurer and board member of the Chemeketa Community College Foundation.
About Katherine Suchan, CLU, CFP®
Katherine joined the practice in 2016, following 20 years of experience in Eugene and five in Portland. With the Chartered Life Underwriter (CLU) designation, she has additional expertise in life insurance planning for individuals and businesses. She Is active In Habitat for Humanity and Marion-Polk Food Share.
About Ron Kelemen
In practice since 1981 and retired in 2017, Ron is the author of The Confident Retirement Journey. He is a Past President of the Willamette Valley Estate Planning Council, active in Rotary, and serves as a board member for Capital Manor and the Capital Manor Foundation.
The opinions expressed in this newsletter are those of Larry Hanslits, CFP®, Brenna Baucum, CFP®, and Katherine Suchan, CFP®, CLU, and Ron Kelemen. The opinions expressed here do not necessarily reflect those of The H Group, Inc. Opinions and information presented are general comments that may not be appropriate for every individual. This information should not be construed as investment, legal or tax advice. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. All economic information is historical and not indicative of future results.