Meet the Team

With over 65 years of combined experience, our team of CERTIFIED FINANCIAL PLANNER® professionals is knowledgeable, reliable, and passionate about empowering our clients.

Our advisors bring a diverse set of talents and strengths to work for you. We use a collaborative approach in caring for our client families, meeting weekly to discuss what’s happening in 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.

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Larry Hanslits, CFP®

Larry has spent over half his life in this industry and developed a knack for explaining difficult money concepts simply. He’s often collaborating with business owners on retirement planning, business transition planning, and the challenges of leaving a career they love. It’s not uncommon for Larry to join a client as they meet with their estate planning attorney to brainstorm the best ways to meet their goals.

In addition to his work with clients, Larry speaks at collegiate and professional events for various organizations throughout the state and country. He serves on the Investment Policy Committee for The H Group, Inc., which provides strategies and guidance to the portfolio management team.

Married to his high school sweetheart, Laurie, the two of them enjoy cooking, trips to the Oregon coast, and golfing in their backyard at Illahe Hills Country Club. Their kids, Eric and Jenna, are living in Portland and Georgia, both pursuing successful careers.

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Qualifications

  • CERTIFIED FINANCIAL PLANNER® professional since 1990
  • Bachelor of Science in Business and Finance | Oregon State University, 1985

Professional Affiliations

  • Adjunct Professor | Oregon State University
  • Fellow | Wealth Strategies Institute
  • Fellow | The Esperti Peterson Institute
  • Adjunct Professor, Academy of Multidisciplinary Practice | Michigan State University
  • Member | Willamette Valley Estate Planning Council
  • Member | Financial Planning Association, Oregon & SW Washington Chapter

Community Involvement

  • Member | Rotary Club of Salem
  • Member | Salem Chamber of Commerce
  • Finance Committee Member | Illahe Hills Country Club
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Katherine Keppel, CFP®, CLU®

With over 30 years of experience, Katherine has a wealth of knowledge around financial planning, investment management, and client service. She has a unique ability to encourage clients to open their minds to the possibilities they haven’t considered and loves to ask, “What if?” Katherine is a strong believer in the power of a plan and works to bring clarity and confidence to the ever-changing chapters of our clients’ lives.

In addition to her CFP® certification, Katherine carries the designation of a Chartered Life Underwriter. This gives her knowledge and experience in the insurance needs of our client families.

Katherine loves the outdoors and the arts. In her free time, you can find her working in her yard or craft room, kayaking and camping in the Pacific Northwest, attending fabulous plays at Keller Auditorium as a season ticket holder, and training Quill, her Sheepadoodle. Katherine has two sons, Josh and Ben. Both are grown and live on the West Coast.

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Qualifications

  • CERTIFIED FINANCIAL PLANNER® professional since 2005
  • CFP® Education Certificate | College for Financial Planning
  • Chartered Life Underwriter professional since 2006
  • Chartered Life Underwriter Advanced Education Certificate | The American College
  • State of Oregon Insurance Consultant license for life and health

Professional Affiliations

  • Member | Willamette Valley Estate Planning Council
  • Member | Financial Planning Association, Oregon & SW Washington Chapter
  • Past Board Member | Financial Planning Association, Mid-Oregon Chapter
  • Past Co-Chair of Programs | Financial Planning Association, Mid-Oregon Chapter

Community Involvement

  • Member | Rotary Club of Salem
  • Volunteer | Marion Polk Food Share
  • Volunteer | Paws for Love Therapy Dogs
  • Past Board Member | Eugene Concert Choir

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Katie Martin HewittInvestment Advisor Representative

Katie came to us with over 10 years of experience in financial services. She has held roles in operations, as director for a CPA and wealth firm, and as an advisor with a national broker dealer. Katie’s background in education and client service prior to working in the industry has given her a unique approach to seeing what clients need and what may need to be communicated with more clarity. A big-picture person, Katie enjoys putting a plan together that looks at accumulation, retirement spend-down and legacy from an “all-of-life” perspective.

Marketing as well as community engagement and education are Katie’s focus, along with financial planning for the firm. Raised in the Willamette Valley, Katie has a strong commitment to seeing the city of Salem grow and thrive, from its youngest to its oldest inhabitants and those in every walk of life and from every background.

Katie enjoys coffee, karaoke or shopping – with friends and with her husband, Steve. Time spent with her two local brothers and four local nephews, helping with church activities and lots of volunteering with the Salem Chamber and Rotary Club of Salem round out the day to day.

When it is nice out, Katie has been known to enjoy a hike, trip to the beach or camping trip, especially if there is a view of a mountain and if she can go with Steve. Music is also a big part of her life. Live, local bands – especially strings – are her favorite. Travel to warm, sunny locales and new experiences – especially with food – stay on her to-do list continually.

Qualifications

  • Notary
  • Holds Series 6 and 63
  • Bachelor of Arts in Education

Community Involvement

  • 2024-25 Chair for the Salem Chamber Business Women.
  • 2024-25 Vice President of Salem Downtown Networkers.
  • 2024-25 Club New Generations Chair for the Rotary Club of Salem.
  • McKay High School
  • Safe Families
  • Salem Chamber of Commerce event committees: First Citizen and McLaran Golf Tournament
  • Various other not-for-profit organization events.

 

 

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Eric TanikawaClient Services Specialist

As a client service specialist, Eric handles the day-to-day scheduling of our office and works in-depth on the administrative details of client accounts. This includes processing withdrawal requests, preparing paperwork for client meetings, keeping our advisory team organized and well-prepared, and proactively finding ways to serve our client families. You will also likely hear his voice greet you when you call our office.

Eric and his wife, Amy, moved to Salem in 2016 from Florence, Oregon. On the weekends, Eric is busy mastering his BBQ techniques and occasionally entering a BBQ competition. At holidays, he is renowned for barbecued turkey and prime rib. Eric enjoys the outdoors, camping, and hiking with Amy. Their kids, James and Kenji, are respectively attending Oregon State University and pursuing the culinary arts in Europe and Japan.

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Qualifications

  • Notary | State of Oregon
  • Bachelor of Science in Financial Management | Cal-State University of Long Beach, 1985

Community Involvement

  • Pitmaster | Rub Baby BBQ, Dirk’s Big Dog BBQ, and Best Damn BBQ Sauce Teams
  • Member | Steak Cookoff Association (SCA)
  • Member & Judge | Pacific Northwest BBQ Association
  • First Citizen Award Recipient | Florence Area Chamber of Commerce, 2013
  • Past President | Boys & Girls Club of Western Lane County
  • Past Member | Kiwanis of Florence
  • Past Race Director, 5k & 10K | Annual Rhody Run
  • Past Committee Chairman | Elks Children’s Christmas Party
  • Past Board Member | Siuslaw Athletic Booster Club
  • Past Board Member & Grant Writer | Siuslaw Baseball Association
  • Past Committee Member | Siuslaw School District Vision Team
  • Past Steering Committee Member | Habitat for Humanity, Peer Court and Oregon Together