He also coordinates and oversees tax-planning services to proactively help identify any issues and/or opportunites. Jeff creates and maintains the valuable client relationships at H Financial and provides the highest level of service. Jeff is a Wealth Strategist and has been with H Financial for over 10 years. Jeff holds his Series 7 and 66 securities registrations. He also obtained his Bachelor of Science (BS) in 2000 from Westminster College with a major in Accounting. Jeff received his Masters of Business Administration from Clarion University of Pennsylvania in 2004 with a focus in Finance. Wealth joined H Financial Management after working for several years with the Ayco Company, LP, a subsidiary company of Goldman Sachs. Jessica is not registered through Triad Advisors, LLC to trade securities. Jessica also enjoys professional Jazz singing and piano, with extensive experience in live performance, recording and production, using her music in many ways to shine a light on worthy charitable causes. She works very closely with the team to help ensure our clients are provided with valuable legacy and charitable planning services, customized to their individual needs. Currently, Jessica is a Legacy and Transitions Strategist at H Finanical. and the Series 65 securities registration. Jessica has held the Series 65, 63, 24 and 7 securities registration at various times during her career, and now holds a J.D. She has consistently worked with her clients to help them identify and achieve their most cherished goals, including strategic charitable and legacy planning. After becoming a law partner at a subsequent firm, Jessica left private practice to serve as Investment Counsel to large institutions and select individual investors, and to serve as a Director and Vice-President of two non-profit organizations that specialize in starting-up and accelerating the growth of social ventures that aim to overcome some of society’s largest challenges. She specialized in starting up and managing institutional investment funds and new businesses, and in providing strategic planning and advisory services for entrepreneurs, executives, and multi-generational families in PA, NYC, Boston, and Toronto. Legacy and Transitions Strategist graduating from Duke University (1991) and Duke University School of Law (1994), Jessica entered private law practice at Cindrich & Titus in Pittsburgh, PA, focusing on Investment, Business, Tax and Entrepreneur advisory. Members must also adhere to the MDRT Code of Ethics. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must apply annually and pay a fee. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. *MDRT - Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. He is a PSIA-certified ski instructor, a member of Southpointe Golf Club, and a Member/Elder at the Westminster Presbyterian Church. In his spare time, Garrett enjoys playing with the grandkids, skiing, golfing, cycling, weightlifting, and swimming. Garrett and his wife Anita have been married for over 45 years and have 3 children (Garrett II, Jessica, and Allison) and 4 grandchildren (Westin, Cora, Mae, and Sasha). He is a Life and Qualifying Member of the Million Dollar Round Table (MDRT*) the Premier Association of Financial Professionals ® and the prestigious Top of the Table (TOT). In addition, he has a Masters Degree in Financial Services (MS) focused on Estate Tax Planning. Garrett is a Certified Financial Planner (CFP ®) and a Chartered Financial Consultant (ChFC ®). Continuing the family tradition, Garrett Hoge emphasizes traditional values in his business, and in his everyday life, through diligent work ethics and maintaining a fiduciary standard. Kennedy Catholic School building is located (the Hoge Memorial is located on Walnut Street in Washington, PA just behind the John F. John and William Hoge founded and laid out the plans for Washington, PA in 1781 and later generously donated the property where the Washington County Courthouse now stands, and the Immaculate Conception Church and John F. For Garrett, building relationships based on trust and leading H Financial Management for over 40 years was only natural since his family's values in Southwestern Pennsylvania, run deep. After graduating from West Liberty University, Garrett Hoge entered the financial services industry with high expectations and a sense of calling to a profession devoted to helping people succeed financially.
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