Helen ThomsonCFP®, EPC

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 both her Certified Financial Planner® and Elder planning counselor designations. She utilizes her professional training and experience in conjunction with investment and insurance licensing to provide independent unbiased objective financial consulting.


Insurance products available through Helen Thomson.