Howard Morin co-founded Helium Advisors with partner Gary Russell in 2016. Howard has over 20 years of financial services and organizational leadership experience. Most recently, he oversaw the Financial Services Group of Conover serving as CEO of both the Conover Securities Corporation and Conover Capital Management. Starting as a manager of the institutional trader business at TradeStation Group his success was recognized by the Intel Corporation who relocated him to the Pacific Northwest in 2000 where he was named Managing Director of Global Financial Services. At Intel, Howard was responsible for implementing technology at some of the largest financial institutions in the world. After a career at Intel he returned to Wall Street, joining Union Bank of Switzerland (UBS) as a private financial advisor. Howard is also a 2013 & 2014 5 Star Wealth Manager award winner by Seattle Magazine. Howard is passionate about advising clients on key decisions and working with employers to align their corporate retirement plan with their strategic goals. A native of South Florida, he now resides in Snoqualmie.
A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.
A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.
A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact us today.
Founder / Partner
Founder / Partner
Gary Russell is the co-founder of Helium Advisors with partner Howard Morin. He previously served as Director of Wealth Management at Conover Capital Management. He brings over 15 years of Wealth Management, Financial Planning, and Retirement Plan Consulting experience to our valued clients and trusted partners every day. As a recognized industry leader and frequent guest speaker on a variety of financial topics, he brings a unique approach to delivering solutions for clients. Gary is also a 5 Year winner of the 5 Star Wealth Manager award by Seattle Magazine. A native of Bainbridge Island, Gary now calls Sammamish home.
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