Helen has been securities registered since January of 1984 and helped start their branch with Sage Point Financial, Inc. with her husband Dennis in early 2000. Helen has been a licensed tax professional for over 30 years and specializes in seeking strategies for individuals to maximize their tax savings and to take advantage of recent tax changes.
Professional and Civic Activities
In addition to her securities registrations, Helen is also a licensed tax preparer. She served in many volunteer capacities at La Jolla Country Day School and also participated in and completed the 60 mile Breast Cancer 3 Day Walk
Education
- 1981, B.S., Utah State
Personal
Helen lives in Scripps Ranch with her husband Dennis and two sons, Jonathan and David.
*Registered Assistant with SagePoint Financial. Not allowed to offer investment services. SagePoint does not offer tax services.