Our Team
 Garrett S. Hoge
RFC®, CFP, MS
Garrett S. Hoge has over 25 years of experience as a financial advisor. He is a Certified Financial Planner (CFP); Registered Financial Consultant (RFC); and holds a Masters of Science degree in financial services specializing in Estate Tax Planning. Hoge is a qualifying and Life Member of the Million Dollar Round Table, 1985-2007; and the prestigious Top of the Table, 2000-2006.
Garrett now spends the majority of his time serving the needs of his clientele consisting mostly of business owners, executives, and professionals. He seeks a long- term relationship with his clients based on trust. Garrett helps his clients achieve their personal financial goals by first developing a financial plan, and then closely tracking and monitoring progress. Garrett has a working relationship with an experienced network of other advisors, including CPA’s and attorneys, in coordinating all aspects of his client’s financial life.
Garrett is a member of the International Association Of Registered Financial Consultants (IARFP); The Finacial Planning Association (FPA) of Pittsburgh and the National Association of Insurance and Financial Advisors (NAIFA).
Speaking experience includes Penn State University Conference "Estate Planning". Ohio Accounting Show "Paying For Higher Education" and American Institute of CPA’s (AICPA) "How to Fit Investment Services Into A CPA Firm".
Garrett has been quoted in the Journal Of Financial Planning, December 2004 "Planners and Clients Try To Weather Tax Laws".
Recently, Garrett has written a foreword to a book called The Art Of Investing And Portfolio Management. He also writes a bi-monthly column regarding timely financial concerns for the Peters Township and Washington Crossroads magazine.
 Clair L. Hawkins
CLU, RFC®,ChFC
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),Chartered Financial Consultant(ChFC), Investment Advisor Representative with Multi-Financial Securities Corporation 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 over 35 years. He earns trust by giving advice as you plan for a solid future by helping you, your business, and family achieve financial security.
Clair assists business owners, executives and professionals, along with their other advisors, to secure their respective financial goals.
 Kent Aloia
Registered Representative
Kent works as a Registered Representative and assists in the daily operation of our company. Kent holds both a Series 7 & 63 Securities registrations.
In 2007, Kent graduated with honors from the Pennsylvania State University with a Bachelor of Science in Finance, a Bachelor of Arts in Economics, and an International Business Minor. Kent currently resides in Peters Township, PA and graduated from Trinity High School.
Sheila Keener
Administrative Assistant
Sheila Keener is a Summa Cum Laude graduate of West Virginia University and has been with H Financial Management and Clair L. Hawkins for the last 25 years. She manages the overall operations of the office. Sheila maintains an insurance license and she participates in continuing education courses in order to provide thorough customer service.
Gail Adams
Operations Manager
Gail L. Adams attended Penn Commercial Business School. She has been with H Financial Management and Garrett Hoge for 11 years. Gail is the voice on the line who always has answers to client’s needs. Gail is in charge of processing all new business, such as all investment and life insurance applications. She is always available to help answer any client questions throughout the new business process. Gail and her husband Tom live in Washington, Pennsylvania. They have two sons, Caleb and Micah.
Allison Hoge
Director Of Client Relations
Allison S. Hoge graduated from the University Of The Arts Of Philadelphia. She has a BFA in Painting and Drawing, and a MS in Multimedia Technology. Allison provides support and assitance to the advisors and representatives. Additionally, she helps to support the firm efforts to lead the achievement of business objectives for the advisors, representatives and the staff.
Anita Hoge
Director
Anita Hoge is Director of staff. She oversees all staff operations. Anita optimizes the company’s long-term, personalized service banner and creates both a personal and professional atmosphere for our office.
Let Us Help you Master Your Money
Anyone who has taken a thorough look at the Major areas of his or her financial life (such as insurance, tax management, estate planning, and capital accumulation), needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable Results.
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