Helen Burnett

Helen Burnett

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.

Professional Background:

  •  Client Services Manager, ClearLogic Financial, Inc.
  •  Vice President- Client Services, Retirement Planning Services, Inc.
  •  Treasury Manager, Capital One
  •  Treasury Manager, Gannett Co., Inc.

Personal information:

  • Originally from Scotland, Helen grew up in Connecticut and now lives in Fairfax, VA with her two college-age children. She is an active volunteer in her community, and enjoys spending time with friends and taking advantage of the abundant cultural activities available in the Washington DC area.