Helen ThomsonCFP®, EPC, CEA

Senior Advisor

Helen Thomson has worked in the financial services industry since 1979. She is an advocate who strives to provide clear, actionable advice in an understandable fashion allowing clients to plan, invest, and achieve their goals. She specializes in advising individuals and families based on a solid understanding of their unique planning needs. Helen maintains her Certified Financial Planner, Elder Planning Counselor and Certified Executor Advisor designations. She utilizes her professional training and experience in conjunction with investment and Life & Disability Insurance licensing to provide clients with the independent, unbiased, objective financial consulting they deserve.


Insurance products available through Helen Thomson