Our Team

Howard Morin

Founder / Partner

425-214-1533

howardm@heliumadvisors.com

Gary Russell

Founder / Partner

425-214-1533

garyr@heliumadvisors.com

Cyrus Amini, Esq., CFA

Chief Investment Officer

425-214-1533

cyrusa@heliumadvisors.com

Stephanie Ridley

Service and Operations Lead

stephanier@heliumadvisors.com

JJ Feldman

Senior Advisor

425-214-1533

jjfeldman@heliumadvisors.com

Matt Jensen

Senior Advisor

310-426-0125

mattj@heliumadvisors.com

Morgan Wickline

Financial Advisor

425.214.1533 Ext: 506

morganw@heliumadvisors.com

Justin Dean

Client Service Associate

425-214-1533

justind@heliumadvisors.com

Laila Savelis

Client Service Associate

510-518-6290 ext 804

laila@heliumadvisors.com

Roshan Weeramantry

Co-Founder | Head of Tax & Wealth Integration

408-314-7895

roshan@heliumadvisors.com

Violet Hungerford

Client Service Associate

510-518-6290 ext 803

violet@heliumadvisors.com

Ken Ancell

Co-Founder | Senior Wealth Advisor

415-999-4458

ken@heliumadvisors.com