Specialist Wealth Advisor
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 a valuable asset in 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.
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.