Helen has been in the financial services industry for many years. She began her career with Troy Savings Bank and then First Niagara Bank. Her role at the bank was Branch Manager and Assistant Vice President. She worked with both individual and business bank clients. In 2005, Helen joined the Financial Services Division of Jaeger & Flynn Associates. She was the Vice President of that division and managed both individual and business account relationships. Her responsibilities included retirement plan consulting, investment analysis and advice, portfolio management, and comprehensive financial planning. In 2009, Helen joined Direct Retirement Solutions where she managed a portfolio of employer sponsored retirement plan clients. She was responsible for retirement plan management and design, investment advisory services, fiduciary oversight and participant education.
Helen is a 1998 graduate of The College of Financial Planning College’s CFP® Certification program, successfully completing studies in financial planning, risk management, investments, tax planning and management, retirement and employee benefits and estate planning. She is a CERTIFIED FINANCIAL PLANNER™ professional. She was a Series 6, 63 and 65 investment advisor and is currently licensed in life, accident and health insurance. Helen also holds a QUALIFIED PLAN FINANCIAL CONSULTANT credential from the American Society of Pension Professionals and Actuaries.
Helen is a board member for the Financial Planning Association of Northeastern New York, an organization of financial planners in upstate New York and Ingersoll Place, an assisted living facility in Niskayuna, NY. Helen also serves on the Program Committee of the Women’s Business Council of the Capital Region Chamber of Commerce.