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
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, after almost 20 years in the Seattle area, he now calls Peoria, Arizona home.
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 the Olympic Peninsula home.
David Lundberg, MBA
Financial Advisor / USMC Combat Veteran
David brings his Juggenix (Juggernaut + Phoenix) attitude and passion to Helium Advisors. With a never quit attitude, he believes in re-emerging and fighting through any and all obstacles time and time again no matter how tough it gets! As David always says, "It is not easy by any measure, but it can be done!"
A U.S. Marine Corps Combat Veteran who grew up with two middle class hard working parents and a younger brother and sister. David's parents never quit, made difficult choices, and embraced the personalty David calls the Juggenix!
David joined the U.S. Marine Corps directly after graduating from High School during the Iraq war. Within 12 months of joining he was deployed to fight the war in Iraq and protect those around him. Blessed to come home alive and newly married, things were tough and the housing crisis/economic collapse happened. Again, the never quit attitude went full throttle. David and his family worked very hard, made sacrifices, and saved what they could. They persevered and re-emerged and made it back from nothing to something! The Juggenix struck again.
Feeling blessed and continuing to fight for his family, David is committed to persevering, growing, and fighting everyday to help and provide guidance for others. David Lundberg, as your Financial Advisor will be your Juggenix! Working together with you to accomplish your hopes and dreams. Today, David and his family call Mesa, Arizona home.
- M.B.A (Masters in Business Administration), University of Phoenix
- Kaplan/College of Financial Planning - Certificate in Financial Planning
- M.S.C.J. (Masters in Criminal Justice), Grand Canyon University
- B.S. Psychology, Grand Canyon University
- Merrill (Bank of America) High Net Worth Relationship Manager
- 2018 and 2019 Achieved the Top Award of the Year
- Charles Schwab - Active Trader and Relationships
- Achieved Quarterly Awards
- University of Phoenix – Financial Advisor
- U.S. Marine Corps –
- Honorable Discharge and Iraq Combat Veteran
Update coming soon!
Client Service Associate
Stephanie Ridley joined Helium Advisors in 2019 as a Client Service Associate. She has 20 years of customer service experience, which includes 10 years of management experience. Stephanie graduated Magna Cum Laude from Oregon State University with a Bachelor’s degree in Spanish. She loves building solid relationships with her clients. In her free time Stephanie enjoys spending time with her two kids and traveling the world with her family. Stephanie grew up in Oregon and now calls Snohomish home.