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.
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 the Olympic Peninsula home.
Cathie Arthurs joined Helium Advisors in January 2021. She brings more than 20 years of financial services experience, specializing in family financial planning, investment management, and investor education. Having a passion for helping people and keeping her client's best interest is front and center with Cathie. Most recently, she served as Director, Financial Planning at Edelman Financial Engines.
She started her career in banking and insurance and in 2005, successfully transitioned into financial planning and wealth management. Some of her achievements include multiple 5 Star Wealth Manger awards by Seattle Magazine and being recognized by Diamond Club. A real passion for Cathie is dedicating extra time and effort to educate her clients and the community in financial awareness. She is also an active volunteer teaching high school and college students about money and wealth management in the northern Puget Sound region. Born and raised in Lynnwood, Washington, she still calls it home today. She also spends a good deal of time in the Phoenix area and enjoys a family home there as part of her travels.
Client Service Associate
Nico Hunt joined Helium Advisors in 2019 as an Associate supporting the local Scottsdale office. With experience in the credit counseling industry, as a personal banker, and most recently an operations supervisor for Marriott, Nico brings an extensive client service background to the team. He has won several awards for service and this translates to his passion for creating relationships with clients and making sure their needs are taking care of while providing the highest levels of service. In his free time his love is soccer, and he enjoys spending time with his family and friends in the dry heat of his hometown of Peoria, Arizona.
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.