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Our Team - Salem


Kadi Hinz, MSFA

Investment Advisor Representative

503-566-7266 ext. 1111

Kadi Hinz believes in education. As a financial planner, Kadi teaches clients how to identify their financial goals. She teaches clients how to assess their risk tolerance, and she educates them on investment strategies that can help them reach their goals.

“I believe that everyone needs professional advice in today’s world when it comes to setting and achieving financial goals,” said Kadi. "We are bombarded daily with “noise” from news, radio, magazines, and the Internet on what the latest and greatest “thing” is to help secure your financial future. How and what should you choose?”

In her practice, Kadi helps clients see beyond the “noise” of fad finance, and teaches them how to utilize financial planning tools appropriate to long-term goals.

“My philosophy is that financial planning is a process, not a transaction, and as such, we need to adjust to changes in the marketplace and to changes in our lives. Change is inevitable – people get married, some get divorced, others have children, and some need to care for elderly parents. Because our lives change, we need to have a strong, but flexible plan that will change with us,” Kadi noted.

Kadi, a native Oregonian, holds the Series 7 and 66 securities registrations, and is also licensed in Life, Health and Variable insurance products. She is an Investment Advisor Representative with SagePoint Financial, Inc. She also holds a M.S. in Financial Analysis from Portland State University, a B.S. in Finance from the University of Oregon, and is a member of Beta Gamma Sigma. She stays informed with the ongoing changes affecting PERS employees and helps them to understand the impact of their PERS, IAP and Oregon Savings & Growth Plans.

In addition to her commitment to the financial well-being of her clients, Kadi is committed to the well-being of others through her charitable activities with the Capital Kiwanis here in Salem, OR and auctions quilts she makes for various charitable organizations.As a Tualatin resident, Kadi also enjoys quilting, motorcycling, gold prospecting and spending time with her family.

Stefani Iverson

Financial Advisor

(503) 566-7266

(503) 566-7446

Stefani began working in the financial services industry in 2013.  She holds Series 7 and 66 securities registrations, is an Investment Advisor Representative, and is Life and Annuity insurance licensed.  Stefani is currently registered to conduct securities business in Oregon, Washington, California, Idaho, and Hawaii. 

“I provide financial planning & wealth management services to individuals and families in our community. I help them make more informed decisions about their money and the potential growth and preservation of their assets and estate.  I work for my clients as I would for my own family and aim to build lasting, meaningful relationships based on trust, integrity and superior client service.” 

Stefani Iverson was born and raised in Salem, Oregon.  She and her two daughters, Lilia & Alexis, enjoy travelling, gardening, music, and movies.

Jeni Jensen

OSJ Branch Manager

503-566-7266 ext 4

As the Branch Manager and OSJ Manager, Jeni is focused on the Advisors and acts as their primary contact for compliance and practice support related matters. She currently holds the Series 7, 66, 24 and 53 securities registrations and is also licensed in life, health and variable insurance products.