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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 in 2011. He sits on the investment policy committee of The H Group, Inc., provides advanced estate planning case writing services to attorneys nationwide, and is an adjunct professor of financial planning at Oregon State University
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, the Women’s Leadership Group, Salem Young Professionals, the FPA Mid-Winter Conference Committee, and a 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.
About Ron Kelemen, CFP®
In practice since 1981, Ron is the author of The Confident Retirement Journey. He is active in Rotary and has been a leader in several professional and non-profit organizations. He serves as a board member for Capital Manor and the Capital Manor Foundation.
The opinions expressed in this newsletter are those of Ron Kelemen, CFP®, Larry Hanslits, CFP®, Brenna Baucum, CFP®, and Katherine Suchan, CFP®, CLU. They do not necessarily reflect those of The H Group, Inc. They are general comments that may not be appropriate for every individual. They should not be construed as 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.