Phone: (503) 371-3333 | Fax: (503) 371-1410
Who We Are
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 82 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 10 professionals in five offices with over $700 million under active management
Their practice was awarded the "2011 Small Business of the Year" by the Salem Area Chamber of Commerce. In 2006, 2008, and 2010, their practice was listed by Medical Economics as one of the best financial advisers for doctors.
Larry T. 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, and is a teacher and a judge for the financial planning scholarship competition at Oregon State University. Read more about Larry.
Brenna Baucum CFP®
Brenna joined the practice in 2013, and received her CFP® designation in 2015. She brings a unique set of talents and perspectives to the team. She focuses her attention on the complexities of Social Security, opportunities in tax and estate planning and the gray area of retirement. She is a board member of the Chemeketa Community College Foundation and a member of the Rotary Club of Salem, the Women’s Leadership Group, Salem Young Professionals, and the FPA Mid-Winter Conference Committee.Read more about Brenna.
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 brings a strong background in back office operations, technology, and loves “What if?” questions from clients. She is a member of the Willamette Valley Estate Planning Council and a past board member of the Mid-Oregon Financial Planning Association. Read more about Katherine.
Ron Kelemen CFP®
In practice since 1981, Ron is the author of The Confident Retirement Journey - Your Personal & Financial Road Map, and contributing author of three wealth management reference books. He is frequently quoted in the national press and professional journals. He is active in Rotary and several non-profit organizations. In 2012 he and wife Kathy were honored with the Distinguished Service Award at the 62nd Annual Salem First Citizens Banquet. Read more about Ron.
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.
The H Group, Inc. Team
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, Larry, Brenna and their clients (see The Team Advantage™). Our local team is backed up by talented people in the Portland Office of The H Group, Inc. who provide investment management research, compliance, portfolio administration, and more.
Wealth management is complex, and there is just too much for any single advisor to know. 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.
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.
Michelle is the office manager, scheduler, and personal ambassador for Larry, Brenna, Katherine, and Ron. She handles all the details it takes to run a busy practice. If you want to know what’s going on, ask Michelle!
Kathy works part time doing the bookkeeping, payroll, and special projects. As a former Series 7 securities license holder and administrative assistant to the practice, she brings a long-term institutional memory to the team.