Who We Are

Who we are goes beyond the resumes beneath our photos and the descriptions of the rest of the team.  We are defined by our values and by why we do what we do. 

First, we are motivated by our clients.  We genuinely enjoy and respect them. We love serving, educating, and protecting them. And we love helping them set and achieve their goals.

Second, we are motivated by our team.  It’s fun to do what we do for our clients as a cohesive team.

Ronald W. Kelemen CFP®	Mary Yaeger Way CFP®	Larry T. Hanslits 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 assistants who work exclusively for Ron, Mary, Larry and their clients (see The Team Advantage™).

Debbie Renggli
Debbie handles all the set up paper work, account changes, 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, Larry 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.

 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 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.