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 previously held roles at firms including Triad Advisors, Inc. and General American Life Insurance Company. Outside of his advisory work, he serves as vice president on the board of The LaPlante Foundation, a charitable organization. H Financial Management advises individuals, families, and select business and retirement-plan clients through discretionary and non-discretionary investment management, financial planning, and consulting services. The firm’s portfolios emphasize asset allocation using mutual funds and low-cost ETFs, with oversight from an internal investment committee and selective use of options strategies and AI tools governed by formal policies.

Debra Parrish is a financial advisor at H Financial Management with a Series 65 designation and one year of industry experience. She has operated 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 focused on ethical conduct in business. H Financial Management advises individuals, families, and select business and retirement-plan clients, offering investment management, financial planning, and consulting services. The firm constructs portfolios using asset-allocation frameworks with mutual funds and low-cost ETFs, incorporates options strategies in some accounts, and employs AI tools with internal controls and human oversight.

Kent Aloia is a CFP® with 18 years of experience in the financial services industry. He is currently with H Financial Management, where he serves as Chief Compliance Officer, Trader, and Wealth Strategist. Prior to this, he worked at Triad Advisors, Inc. from 2009 to 2024. Aloia is also a licensed life insurance agent in Pennsylvania. H Financial Management advises individuals, families, and select business and retirement-plan clients, offering both discretionary and non-discretionary investment management along with financial planning and consulting services. The firm emphasizes asset-allocation frameworks using mutual funds and low-cost ETFs, employs options strategies in limited cases, and integrates AI tools under internal controls and human oversight.

Jessica Lee is a financial advisor with H Financial Management in Canonsburg, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked for Pittsburgh Gateways Corp. for 16 years and has been the owner and executive managing member of ViveVenture, LLC, a business involved in legacy coaching and music production, since 2001. H Financial Management provides investment management, financial planning, and consulting services to individuals, families, and select business and retirement-plan clients. The firm emphasizes asset allocation using mutual funds and low-cost ETFs, employs options strategies in certain accounts, and integrates AI tools under internal controls to support investment decisions.

Jeffrey Karns is a wealth advisor at H Financial Management with 19 years of industry experience. He holds a Series 66 designation and previously worked at Triad Advisors, Inc. from 2012 to 2024 before joining OSAIC. H Financial Management serves individuals, families, and select business and retirement-plan clients by providing investment management, financial planning, and consulting services. The firm employs asset-allocation frameworks primarily using mutual funds and low-cost ETFs, with oversight from an internal investment committee and occasionally uses options strategies and AI tools under formal policies.

Amanda Booth is a financial advisor at H Financial Management with seven years of industry experience. She holds a Series 66 designation and has worked at Triad Advisors and UPMC prior to her current role. She serves as a client manager at H Financial Management, a position she has held since 2011. H Financial Management provides investment management, financial planning, and consulting services to individuals, families, and select business and retirement-plan clients. The firm constructs portfolios primarily using mutual funds and low-cost ETFs, applies options strategies for hedging or income generation in limited cases, and incorporates AI tools overseen by internal controls.