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.

 

Jessica B. Lee, J.D.

Wealth Advisor
Southpointe Office

jessica@hfinancial.net

After 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.  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.  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 has consistently worked with her clients to help them identify and achieve their most cherished goals, including strategic charitable and legacy planning. 

Jessica has held the Series 65, 63, 24 and 7 securities registrations at various times during her career, and currently holds a J.D. and the Series 65 securities registration.  With H Financial, she serves as an Investment Adviser Representative and a strategic planner and advisor for individuals, including charitable and legacy planning services. 

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.

-Jessica is not registered through Triad Advisors, LLC to trade securities.

 

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 Strategist                                                                                                                                Southpointe Office                                                                                                                                            

kent@hfinancial.net

Kent graduated cum laude from the Pennsylvania State University with dual degrees in finance and economics. Kent is a Wealth Strategist and Chief Compliance Officer for H Financial and has been with the firm for 16 years. 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 providing 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. As Chief Compliance Officer, he is responsible for overseeing and managing regulatory compliance issues for the firm. 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 since 1998. As an Operations Manager, she manages 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 and documenting all new and existing investment and insurance business for the firm, database management, assisting with the firm's ever-changing compliance requirements, and coordinating supportive services for the organization. She is always available to help answer any client questions throughout the new business process. Gail is also a PA Notary Public. Gail and her husband, Tommy have two sons, Caleb and Micah. Gail enjoys spending time with all of her Family (and all of her fur-babies). She attended Penn Commercial Business School and is a McGuffey High School graduate. She currently resides in Peters Township, PA.

 

Gail Adams

Amanda O. 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 the firm since 2011. Amanda holds a Series 7 and Series 66 securities registration. As a Client Manager, she is also 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 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.  Amanda and her husband, Brendan, were married in September 2016.  Amanda and Brendan enjoy spending time with their Family and vacationing in Myrtle Beach (when they're not spoiling their fur baby, Sydney). She is a graduate of Trinity High School and currently resides in Peters Township, 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 and client seminars. 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 all of her Family, gardening outdoors, and photography.