Helen joined HB Wealth in April 2025 as a Senior Client Service Associate. She works with Family Office clients to ensure professional and efficient services.
Before joining HB Wealth, Helen spent five years with Asset Strategy Consultants as a Private Wealth Client Service Associate. Before that, she was at Alex. Brown & Sons from 1989-1999 in Correspondent Services and Institutional Sales and was part of the AMTS group at Legg Mason from 2001-2003.
Helen earned her Bachelor’s Degree in Business and Economics with a minor in Art History from Trinity College, Washington, D.C.
In her spare time, Helen enjoys spending time with friends and family, traveling, keeping active, and gardening.