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Katherine Keppel Email & Phone Number
Vice President, Financial Advisor, CFP®
at
Wealth Enhancement
1 work email found
@thehgroup.com
1 phone found area 541
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Vice President, Financial Advisor, CFP®
Location
Salem, Oregon, United States
Who is Katherine Keppel? Overview
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Quick answer
Katherine Keppel is listed as Vice President, Financial Advisor, CFP® at Wealth Enhancement, based in Salem, Oregon, United States. AeroLeads shows a work email signal at thehgroup.com, phone signal with area code 541, and a matched LinkedIn profile for Katherine Keppel.
Katherine Keppel previously worked as Certified Financial Planner at The H Group, Inc. and Advisor at Journey Tree Financial Planning & Investments.
Company email context
Email format at Wealth Enhancement
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*@thehgroup.com
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AeroLeads found 1 current-domain work email signal for Katherine Keppel. Compare company email patterns before reaching out.
Profile bio
About Katherine Keppel
As a CFP® professional with The H Group, Inc., I spend my days doing something I love - helping people. Our holistic, fee-only practice provides our client families with ongoing financial planning, asset management and support. I am a Certified Financial Planner ™ professional and a Chartered Life Underwriter with over 30 years of experience in the financial services industry. I currently hold the Series 63 and 66 securities registrations.
Listed skills include Certified Financial Planner, Chartered Life Underwriter, Strategic Financial Planning, Succession Planning, and 16 others.
Current workplace
Katherine Keppel's current company
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8 roles · 35 years
Katherine Keppel work experience
A career timeline built from the work history available for this profile.
Certified Financial Planner
CurrentWith 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.
Jan 2016 - Present
Advisor
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.
Aug 2013 - Dec 2015
Wealth Counselor, Client Concierge
As a Wealth Counselor, I provided quality client service and developed detailed financial plans for high net worth families.
2011 - 2013
~2 yrs
Owner
Suchan Wealth Progressions
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.
2006 - 2010
~4 yrs
Financial Services Advisor
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.
2000 - 2006
~6 yrs
Administrative Assistant - Financial Services
1996 - 1999
~3 yrs
Executive Assistant, Office Manager
1991 - 1996
~5 yrs
FAQ
Frequently asked questions about Katherine Keppel
Quick answers generated from the profile data available on this page.
What company does Katherine Keppel work for?
Katherine Keppel works for Wealth Enhancement.
What is Katherine Keppel's role at Wealth Enhancement?
Katherine Keppel is listed as Vice President, Financial Advisor, CFP® at Wealth Enhancement.
What is Katherine Keppel's email address?
AeroLeads has found 1 work email signal at @thehgroup.com for Katherine Keppel at Wealth Enhancement.
What is Katherine Keppel's phone number?
AeroLeads has found 1 phone signal(s) with area code 541 for Katherine Keppel at Wealth Enhancement.
Where is Katherine Keppel based?
Katherine Keppel is based in Salem, Oregon, United States while working with Wealth Enhancement.
What companies has Katherine Keppel worked for?
Katherine Keppel has worked for Wealth Enhancement, The H Group, Inc., Journey Tree Financial Planning & Investments, Mcs Financial Advisors, and Suchan Wealth Progressions.
How can I contact Katherine Keppel?
You can use AeroLeads to view verified contact signals for Katherine Keppel at Wealth Enhancement, including work email, phone, and LinkedIn data when available.
What skills is Katherine Keppel known for?
Katherine Keppel is listed with skills including Certified Financial Planner, Chartered Life Underwriter, Strategic Financial Planning, Succession Planning, Personal Finance, Investments, Asset Management, and Financial Services.
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