Services Provided
Wealth Manangment
Financial Planning
Insurances
Wealth Manangment
Financial Planning
Insurances
Domestic
Helena is a Private Wealth Advisor, with over 10 years of experience in financial services. She works closely with high net worth clients on sophisticated investment strategies and advanced financial planning. Committed to a seamless customer journey, her team includes highly respected CPAs, CFAs, CFPs, attorneys, and estate planning experts.
BHBA has been a leader in the legal profession, advocating for justice, and serving the community since 1931, including founding groundbreaking public interest programs and becoming a nationally recognized provider of quality CLE programs and innovative member benefits. Lead. Advocate. Serve.