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 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 Scottsdale, Arizona home.
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. A native of Bainbridge Island, Gary now calls the Olympic Peninsula home.
Cyrus leads our investment team and oversees risk management as well. He previously was the Chief Investment Officer for an LA based investment firm for almost a decade. He guides the Investment committee and helps clients with asset allocation, fund selection, and fixed income positioning. Cyrus' quantitative and analytical skills combined with over a decade of experience make him a valuable member of our team. Cyrus also has extensive knowledge in the retirement planning space including 401Ks, and DB plans, etc,
Cyrus received a B.A. in Economics from The Wharton School of the University of Pennsylvania, and a J.D. from Boston College Law School. Cyrus is a Member of the New York State Bar Association, and a CFA Charterholder.
When Cyrus isn't busy solving the World's problems, he is also a devoted husband and father and enjoys rugby and travel. Cyrus calls Charleston, South Carolina home.
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.
Morgan joined the Helium team as an intern while attending Washington State University (Go Cougs!) where she graduated Magna Cum Laude and earned her bachelor’s degree in Business Administration with a focus on finance and mathematics. Since joining Helium Advisors, Morgan has evolved into a valued member of the team by immersing herself in every aspect of the business. From client services to financial planning, she’s got her finger on the pulse of our industry and the needs of our clients.
Since becoming a financial consultant and beginning to work with our clients, Morgan discovered her true passion for helping individuals and families realize their financial goals and dreams. From the beginning of her career Morgan has worked closely with our seasoned team of financial advisors and tax professionals to further her development and has truly blossomed into an extremely talented financial professional. Morgan hails from beautiful Bainbridge Island and now currently resides in the Ballard neighborhood of Seattle. In her free time, Morgan enjoys spending time with family and friends, attending sporting events & concerts, as well as traveling to warm destinations.
Matt Jensen brings 20 years of experience in the financial services industry having served roles in structured finance, private equity and wealth management. Mr Jensen started his career in wealth management at Union Bank of Switzerland in Los Angeles.
A life-long California resident, Mr Jensen graduated with honors from the University of San Diego.
Mr Jensen currently resides in Orange County California with his wife and two children.