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Helen Mize

Specialist Wealth Advisor

Helen Mize
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Helen Mize

Specialist Wealth Advisor

Strengths:

  • EmpathyPeople especially talented in the Empathy theme can sense the feelings of other people by imagining themselves in others' lives or others' situations.
  • AchieverPeople especially talented in the Achiever theme have a great deal of stamina and work hard. They take great satisfaction from being busy and productive.
  • DeveloperPeople especially talented in the Developer theme recognize and cultivate the potential in others. They spot the signs of each small improvement and derive satisfaction from these improvements.
  • HarmonyPeople especially talented in the Harmony theme look for consensus. They don't enjoy conflict; rather, they seek areas of agreement.
  • ResponsibilityPeople especially talented in the Responsibility theme take psychological ownership of what they say they will do. They are committed to stable values such as honesty and loyalty.

Professional Experience

Helen joined Resource Consulting Group in October 2003. Her seven years of experience as an office administrator for a local CPA firm, ten years in human resources, and four years working for State Farm have been valuable training for her current role as a specialist wealth advisor. She works closely with a select group of high-net worth financial planning clients and their children preparing, implementing, and monitoring their financial plans and managing their investment portfolios. She also counsels other advisors and clients on Social Security and Medicare issues.

Helen is a member of The Financial Planning Association®, allowing her to continue her professional development by attending conferences and seminars directly related to financial planning.

Helen has been a resident of Orlando since 1992. She enjoys time on the beach, photography, gardening, volunteering for various community-service organizations and spending time with family and friends.

Personal Thoughts

They say with age comes wisdom. I would also add that with age comes gratitude. I grew up a “navy brat” with a father out to sea most of his career and who survived the attack on Pearl Harbor. We moved every two years to a new base while our mother kept our military family intact. Together they both formed in my subconscious strengths and values I would eventually need to face the obstacles in my own life’s journey. You never know how grateful you are to the people that played a significant part in your life until faced with your own situations or until they are no longer here to say “Thank You!” to.

Being raised military, I was brought up to be responsible, set and achieve goals, and stand by with empathy and support for others in times of need. “Perseverance” became my middle name which has more than paid off while I raised a daughter on my own. Little did I realize, until I saw her accomplish her goals, I too was building in her subconscious the same strengths and values she needed to succeed, as my parents did for me. Life truly does come full circle.

As an advisor, I am grateful to be able to play a part in making clients’ dreams come true. Clients become family instead of just another asset under management. My responsibility to help them set and achieve their lifetime goals, to offer counsel with family issues, to share experiences, and give guidance to help them persevere through good markets and bad markets is truly fulfilling. I am thankful Resource Consulting and I crossed paths and share the same values. They have helped me make many of my dreams come true and I believe our clients feel the same way.

And for those of you who are wondering, a coin CAN bounce on tightly made beds and there is such a thing as a military bedsheet corner. Trust me!