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.