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Helene holds a degree in business with a concentration in marketing and finance from the Institute of Technology-University of Paris-Creteil. She is fluent in French.
Prior to joining BlueSky, Helene spent three years at Patterson Partners Ltd. in Bermuda, where she developed comprehensive financial plans focusing on cross-border issues, estate and tax planning, risk management, executive compensation and portfolio management. Before her tenure at Patterson Partners, Helene held advisory positions at Law & Associates, Inc. and American Classic Agency. In Santa Clara, Helene will work with Aaron Szager to formulate and implement comprehensive financial planning strategies and manage day-to-day client advisory needs.
In addition to her extensive financial planning experience, Helene has served on volunteer boards and committees for Families in Global Transition, Alliance Française, and BASIS DC Charter School. She has also performed pro bono work for the DC Chapter of the Financial Planning Association.
What do you enjoy most about being part of BlueSky?
Putting the client first is at the core of what we do, but it is refreshing to work in a progressive environment where employees are just as important. I love being part of a dynamic team of individuals with different backgrounds, personalities, and strengths.
What does “improving the quality of our clients’ lives” mean to you?
It means bringing clarity. By removing uncertainty, we take “worry” out of the equation. In turn, the clients become more relaxed, ready to embrace a fulfilling life while being empowered to achieve their dreams.
What keeps you busy when you’re not working?
When I am not working, I enjoy spending time with my family in France and my daughter on the East Coast. I believe in lifetime learning and I am currently taking online college classes. I am a big outdoor enthusiast and look forward to hiking and biking the trails of the Bay Area.