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Jessica T

CFP®

Portland, OR

Wealth Enhancement Advisory Services, LLC

Jessica Tierney is a CFP® professional with 10 years of experience in the financial advisory industry. She currently works at Wealth Enhancement Advisory Services, LLC and previously held roles at The H Group, Inc. and Tejera & Associates, LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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James S

CFP®, Series 65

Portland, OR

Wealth Enhancement Advisory Services, LLC

James Sager Jr. is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and was previously with The H Group, Inc. and FocusPoint Solutions, Inc. His practice is based in Portland, OR. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and uses a diversified, risk-class based investment approach combining passive and active managers, overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Fred K

CFP®, Series 65

Portland, OR

Wealth Enhancement Advisory Services, LLC

Fred King is a CFP® with 21 years of experience in the financial industry. He is currently associated with Wealth Enhancement Advisory Services, LLC, having joined in 2026 after previously working at The H Group Inc and The H Group Washington, Inc. in various capacities from 2004 to 2026. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that blends passive and active management overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Rodney C

CFP®, Series 66

Portland, OR

Wealth Enhancement Advisory Services, LLC

Rodney Cook II is a CFP® professional with 16 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His prior experience includes nearly a decade at ValMark Advisers, Inc. and ValMark Securities, Inc., as well as roles at The H Group, Inc. He serves on the Finance Committee and Board of Directors for the Central Oregon Community College Foundation and is a trustee for Friends of the Children, a long-term mentor program for at-risk youth. He also volunteers as a mentor for prospective CFP professionals through the CFP Board. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and emphasizes diversified, risk-class based allocations blending passive and active strategies overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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