Our Team

Garrett S. Hoge

Garrett S. Hoge, CFP®, ChFC®, MS
President and CEO of H Financial Management
Southpointe Office

garrett@hfinancial.net

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.  For Garrett, building relationships based on trust and leading H Financial Management for over 30 years was only natural since his family's values in Southwestern Pennsylvania run deep. 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. Kennedy Catholic School building is located (the Hoge Memorial is located on Walnut Street in Washington, PA just behind the John F. Kennedy School building).  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.

Garrett is a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC®).  In addition, he has a Masters Degree in Financial Services (MS) focused on Estate Tax Planning. 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).  These qualifications rank him among the top financial services professionals in the country.

Garrett and his wife Anita have been married for over 40 years and have 3 children (Garrett II, Jessica, and Allison) and 4 grandchildren (Westin, Cora, Mae, and Sasha). In his spare time, Garrett enjoys playing with the grandkids, skiing, golfing, cycling, weightlifting, and swimming.  He is a PSIA-certified ski instructor, a member of Southpointe Golf Club, and a Member/Elder at the Westminster Presbyterian Church.

*MDRT - Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. 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 also adhere to the MDRT Code of Ethics.

David W. Hoffmann, CFP®, AIF®

Vice-President and Wealth Manager of H Financial Management
Southpointe Office

As a Wealth Advisor, David is focused on serving H Financial’s high net-worth clients, as well as growing new client relationships. David is a Certified Financial Planner™ designee (CFP®), counseling clients in the areas of financial planning and investment management. He is also a licensed insurance agent.  David also advises corporate clients regarding their company-sponsored retirement plans, including the management of 401(k)s, 403(b)s, SIMPLE plans, SEP plans, and defined benefit pension plans, with his Accredited Investment Fiduciary (AIF®) designation. He has more than 20 years of experience as a Financial Advisor, having been previously employed at another local firm, where he was a shareholder for 20 years.                             

David is an active member of Christ United Methodist church in Bethel Park, where he serves on the Endowment Committee. He is also currently on the Boards for the River City Brass Band and the Rotary Club of Pittsburgh.

In 2010, David was named to Pittsburgh Magazine’s “40 Under 40" in recognition of his positive impact on the region’s development and success in his profession. He graduated cum laude with a B.A. degree from Dickinson College and holds a Master’s degree in Public and International Affairs from the University of Pittsburgh.   

David and his wife, Michelle, are the proud parents of three – Christian, Colin, and Anna. David enjoys playing golf and softball; however, his real passion these days is coaching his children in baseball and softball. He is also a certified SPIN® instructor and teaches classes regularly at the Health Club at Southpointe.

*Following a rigorous review and selection process, all Honorees are chosen by a judging panel of past 40 Under 40  winners, community leaders, and program hosts and sponsors, based on professional and community achievements. The award is not indicative of the investment advisor’s future performance.

Garrett S. Hoge

Jeffrey A. Karns
Wealth Advisor
Southpointe Office

jeff@hfinancial.net

Jeff joined H Financial Management as a Wealth Advisor in 2012 after 6 years with the Ayco Company, LP, a subsidiary company of Goldman Sachs. Jeff received his Masters of Business Administration from Clarion University of Pennsylvania in 2004 with a focus in Finance. He also obtained his Bachelor of Science (BS) in 2000 from Westminster College with a major in Accounting. Jeff holds his Series 7 and 66 securities registrations and is currently an Investment Advisor Representative. As a Wealth Advisor, Jeff delivers financial advice with extensive client contact and client relationship management. He is also responsible for driving business growth and productivity results by creating a compelling growth/business plan for the firm, developing and providing leadership and support to clients, staff, and other Advisors. Jeff enjoys spending time with his Family, exercising, and being outdoors. Jeff currently resides in Eighty-Four, PA.  

Kent D. Aloia CFP®, AIF®                                                                                                                                                                      
Wealth Advisor                                                                                                                               Southpointe Office                                                                                                                                            

kent@hfinancial.net

Kent graduated cum laude from the Pennsylvania State University with dual degrees in finance and economics. He assists in all aspects of H Financial's efforts to provide the highest service level to our clients and plays an integral role in the operations of the firm by creating client financial plans, trading securities, making investment recommendations, maintaining reporting systems and provides other general analysis for clients. Kent relies on his penchant for mathematics and analysis as well as his strong financial-planning base, to service our clientele.    He also assists the firm with compliance and business planning. Kent is a CFP® (Certified Financial Planner), an AIF® (Accredited Investment Fiduciary) and holds all necessary regulatory designations. Kent and his wife, Esther, were married in June of 2013.  In 2018, they welcomed TWINS (Preston and Elena) into their Family. Kent enjoys spending time with all of his Family and he's also an avid sports fan. He currently resides in Bethel Park, PA and is a graduate of Trinity High School.

Gail Adams

Gail L. Adams
Operations Manager
Southpointe Office

gail@hfinancial.net

Gail has been with H Financial Management and Garrett Hoge for over 21 years. She is the Operations Manager and oversees the daily responsibilities of the firm. She is responsible for creating and managing operational structures that support key business objectives. Gail handles a myriad of diverse tasks including overseeing and processing all new investment and insurance business for the firm, database management, assisting with the firm's compliance requirements, and also helps to coordinate supportive services for the organization. She is always available to help answer any client questions throughout the new business process. Gail and her husband, Tommy, have been married for over 26 years and have two sons (Caleb and Micah). Gail enjoys spending time with Family (and all of her fur-babies). She attended Penn Commercial Business School and is a McGuffey High School graduate. She currently resides in Venetia, PA.

Gail Adams

Amanda L. Booth
Client Manager
Southpointe Office

amanda@hfinancial.net

Amanda graduated from The University of Pittsburgh at Johnstown with a Bachelor of Arts in Business, concentrating in Accounting, and a minor in Mathematics. Amanda is a Client Service Manager at H Financial Management and has been with our firm since 2011. She is the voice on the line that always helps with addressing our client's needs. She processes all new incoming business such as all investment and life Insurance applications, updates all of the database information, assists with the firm's bookkeeping, and also helps to maintain the firm's compliance requirements. Amanda is always available to help answer any client questions throughout the new business process.  Amanda and her husband, Brendan, were married in September 2016.  Amanda and Brendan enjoy spending time with their Family and vacationing in Myrtle Beach. She is a graduate of Trinity High School and currently resides in Pittsburgh, PA.

Anita Hoge

Anita B. Hoge
Director

Anita Hoge is Director of staff at H Financial Management. She oversees all staff operations, including optimizing the company's long-term, personalized service banner. Anita is responsible for planning, implementing, and overseeing all of our much-loved client events; marketing campaigns; client seminars; and most recently, the firm's Marcellus Shale efforts. She has always created both a personal and professional atmosphere for our office. Anita has been married to Garrett Hoge for over 40 years and they live in McMurray, PA. Together, they have 3 children (Garrett II, Jessica, and Allison) and 4 grandchildren (Westin, Cora, Mae, and Sasha). Anita enjoys spending time with Family, gardening outdoors, and photography.

 

Morgantown Office

 

Clair L. Hawkins CLU, RFC®,ChFC

Clair L. Hawkins CLU, RFC®,ChFC®,
Vice President and Senior Advisor at H Financial Management

Clair L. Hawkins, a graduate of West Virginia University, entered the financial service industry in 1967 and is a Registered Financial Consultant (RFC®), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC®). He's also an Investment Advisor Representative of H Financial and a Registered Representative of Triad Advisors, LLC and has a securities Series #7 registration. Clair is a member of the International Association of Registered Financial Consultants, National Association of Insurance and Financial Advisors, North Central WV Chapter of the American Society of CLU, ChFC®, and North Central Estate Planning Council.

Clair has built his business on trust - and you don't just give trust away, it has to be earned not once but again and again, year after year, client after client, and that is what Clair has done for well over 35 years.  He earns trust by giving advice as you plan for a solid future by helping you, your Family, and/or your business to achieve financial security.

Shiela

Sheila Keener
Administrative Assistant

Sheila Keener is a Summa Cum Laude graduate of West Virginia University and has been with H Financial Management since 1994 and has been with Clair Hawkins since 1987. Sheila is the voice on the line who always has answers to client's needs.  She manages the overall operations of the Morgantown office, maintains an insurance license, and participates in all necessary continuing education courses in order to provide the highest level of customer service possible.