Client Services Manager
Helen has over ten years of experience in Client Services management with both ClearLogic Financial, Inc. and Retirement Planning Services, Inc. Prior to joining the financial planning industry, she spent many years working in the field of corporate treasury management.
- B.S.B.A., with a concentration in Finance, Boston University, Boston, MA.
- Client Services Manager, ClearLogic Financial, Inc.
- Vice President- Client Services, Retirement Planning Services, Inc.
- Treasury Manager, Capital One
- Treasury Manager, Gannett Co., Inc.
- National Association of Personal Financial Advisors (NAPFA)
- Helen grew up in Connecticut and now lives in Fairfax, VA with her two teenagers. She is an active volunteer in her community, with several civic groups that intersect with her children’s activities. When not working or volunteering, she enjoys taking advantage of the abundant cultural activities available in the Washington DC area.