Helen is an Onboarding Associate at Cassaday & Company, Inc. and has been with the firm since 2021.
She helps guide new clients through the onboarding process, initiates and monitors account transfers, and assists in maintaining an open line of communication between clients and their advisors.
Helen graduated from George Mason University with a B.S. in Economics. In her spare time, she enjoys staying active and spending time outdoors.
She is not registered with Royal Alliance Associates, Inc. or Cassaday & Company, Inc., and does not offer securities or investment advisory services.