About My Practice
Aspen Wealth Management offers customized financial planning and wealth management services for individuals, families and small businesses. Many advisories focus primarily on investment advice, but we look at the client's entire financial situation, including estate planning, risk management, retirement planning, tax strategies as well as the investments. Our goal and the goal we have for our clients is that all of these parts work together seamlessly, providing a smooth transition into the various phases of their financial lives.
Helen received her undergraduate degree in finance from the Cox
School of Business at Southern Methodist University. Her career began in
commercial lending, but she quickly became interested in financial planning for
individuals and small businesses. Helen has been a CFP® professional since
1989. As founder and principal of Aspen Wealth Management, she is
directly involved with every client of the firm, and the everyday decisions
affecting their accounts.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance, Health/disability insurance
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Enrolled Agent (EA)
Considerations: Our firm provides hourly financial planning in addition to our wealth management services.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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