H Financial Management

Garrett Hoge is a CFP® and ChFC® with 42 years of industry experience. He is president of H Financial Management and has held roles at Osaic Wealth, Triad Advisors, and several insurance companies throughout his career. Outside of his advisory work, he serves as vice president of The LaPlante Foundation, a charitable organization. H Financial Management serves individuals, families, and select business and retirement-plan clients, including high-net-worth households. The firm focuses on asset allocation using no-load, low-expense mutual funds and ETFs, supplemented by independent sub-advisors and individually managed solutions, with occasional use of options and derivatives in client accounts.

Debra Parrish is a financial advisor with H Financial Management and holds a Series 65 designation. She has one year of industry experience and has been the sole owner of Debra M. Parrish, P.C., a law firm specializing in intellectual property and health law, since 2000. Parrish also serves as a director and officer of the International Business Ethics Institute, a nonprofit organization promoting ethical conduct in business. H Financial Management serves individuals, families, and select business and retirement-plan clients, including high-net-worth households. The firm’s investment approach focuses on asset allocation using no-load, low-expense mutual funds and ETFs, with periodic portfolio reviews and selective use of derivatives for hedging or income generation.

Kent Aloia is a CFP® professional with 18 years of industry experience, currently serving as an advisor at H Financial Management. He has worked at H Financial Management since 2009 with a brief period at Osaic Wealth, Inc. from 2024. Aloia also holds a Pennsylvania life insurance agent license. H Financial Management serves individuals, families, and select business and retirement-plan clients, including high-net-worth households. The firm focuses on asset allocation using no-load, low-expense mutual funds and ETFs, with supplemental independent sub-advisors or managed equity and fixed-income solutions, and employs options and derivatives in certain client accounts.

Jessica Lee is a financial advisor at H Financial Management with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Pittsburgh Gateways Corp. for 16 years. Outside of her advisory role, Lee is the owner and executive managing member of ViveVenture, LLC, where she leads the Legacy Coaching and Music Production divisions. H Financial Management serves individuals, families, and select business and retirement-plan clients, including high-net-worth households. The firm focuses on asset allocation using no-load, low-expense mutual funds and ETFs, with occasional use of independent sub-advisors and derivative strategies for portfolio management.

Jeffrey Karns is a wealth advisor at H Financial Management with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Triad Advisors, Inc. and Osaic Wealth, INC. H Financial Management serves individuals, families, and select business and retirement-plan clients, including high-net-worth households. The firm focuses on asset allocation using no-load, low-expense mutual funds and ETFs, with periodic portfolio reviews and limited use of options and derivatives in separately managed accounts.

Amanda Booth is a financial advisor at H Financial Management with six years of industry experience. She holds a Series 66 designation and has worked at OSAIC, Triad Advisors, and UPMC. H Financial Management serves individuals, families, and select business and retirement-plan clients, including high-net-worth households. The firm focuses on asset allocation using no-load, low-expense mutual funds and ETFs, complemented by independent sub-advisors and managed equity and fixed-income solutions, with periodic portfolio reviews conducted by its investment committee.