Ronald W. Kelemen CFP®

Mary Yaeger Way CFP®

Financial planning is a team sport.  Behind every successful financial advisor is a superb support staff providing research, account administration, and a high level of service.  Our Salem practice includes 2.5 associates who work exclusively for Ron, Mary, and their clients (see The Team Advantage™).

Debbie Renggli
Debbie handles all the set up paper work, account changes, price downloads, and clients update reports.  She is the one who can efficiently handle your administrative requests, distributions, address changes, etc.

Lani Moore
Lani is the office manager, scheduler, and personal ambassador for Ron and Mary. She handles all the details it takes to run a busy practice. If you want to know what’s going on, ask Lani!

Kathy Ellis
Kathy works part time doing the bookkeeping and payroll. She substitutes at the front desk during illnesses and vacations, is the official “go-fer,” and works on special projects. She used to work full time in the practice since 1983 and held a full securities license from 1985-2005. Therefore she adds a lot of institutional memory to the team. 

The H Group, Inc. Team
The days of the Lone Ranger are over! We believe that planners in a solo practice cannot do financial planning for affluent clients properly. There is just too much for one or two people to know and do.  Therefore, we collaborate with our colleagues (see Our Advisors), some of the best in the business, utilizing their expertise with complex wealth design cases, technical questions, and the formulation of the firm’s investment policies. We also rely upon a very talented and credentialed staff to execute our investment strategies and provide day-to-day portfolio management, research, compliance, and portfolio administration.