Katherine Keppel Email & Phone Number

Salem, Or, Us

Salem, Oregon

With over 65 years of combined experience, our team of CERTIFIED FINANCIAL PLANNER™ professionals is knowledgeable, reliable and passionate about empowering our clients and their relationship with money. We bring a diverse set of talents and areas of focus. We use a collaborative approach in caring for our client families, meeting weekly to discuss what’s happening their lives and finding ways where our individual strengths can most benefit their unique situation. This way, our clients get the… Show more With over 65 years of combined experience, our team of CERTIFIED FINANCIAL PLANNER™ professionals is knowledgeable, reliable and passionate about empowering our clients and their relationship with money. We bring a diverse set of talents and areas of focus. We use a collaborative approach in caring for our client families, meeting weekly to discuss what’s happening their lives and finding ways where our individual strengths can most benefit their unique situation. This way, our clients get the best of us all.Our drive is to help our clients develop their goals and create a plan that moves them closer to their definition of success. For some that means retirement at 55 with twice a year sandy vacations. For others, it means figuring out how to meet their charitable intentions during life without putting themselves at risk. We dig deep to understand what is important and work to provide practical advice in some of the most complicated areas of financial life.The H Group, Inc. is one of the largest, independent fee-only registered investment advisory firms in the Northwest. With 10 professionals in 5 locations, actively managing over $700 million, The H Group, Inc. is a well-known name. Our office has been recognized on local and national levels for excellence in service, including Small Business of the Year by the Salem Area Chamber of Commerce. Our team of advisors are frequently asked to speak at events around the country on estate planning, women in finance and a variety of other financial planning topics. Show less

Eugene, Oregon Area

As an advisor at Journey Tree Financial Planning & Investments, I focused on three key areas: creating highly personalized financial plans, providing excellent client service, and improving office operations.

Eugene, Oregon Area

As a Wealth Counselor, I provided quality client service and developed detailed financial plans for high net worth families.

Eugene, Oregon Area

As owner of a boutique financial planning firm, I focused on the financial planning needs of business owners and their key employees such as employer sponsored retirement plans, business succession planning, and personal financial/retirement planning.

Eugene, Oregon Area

As an advisor of KPD's Financial Services department, I worked with Oregon based business owners in designing and servicing group retirement plans, funding business succession strategies, and developing financial plans for key employees.

Eugene, Oregon Area

Portland, Oregon Area