Helen joined Lighthouse Planning Consultants as an Client Relationship Manager in August 2019 after spending the prior year with the team as an intern and intern supervisor. Helen has jumped right in and plays a critical role servicing our clients with a wide range of account opening and servicing needs.
Helen holds a Master’s Degree in Financial Analysis from Temple University and completed her under graduate work at Georgian Court University in New Jersey. She passed the CFA Level I in December 2019 and is currently studying to become securities licensed.
She resides in the Fishtown Neighborhood of Philadelphia with her two cats.