Skip to main content
menu
  • Home
  • About
    • Our Team
    • Our Philosophy
    • Advisory Board
    • In the Community
    • Tax & Wealth Integration
  • Our Services
    • Family Office Services
    • Our Planning Process
    • Impact Investing
    • Charitable Planning
    • Legacy Planning
    • 1031 Exchanges
    • Retirement Plan Consulting
  • Resources
    • Blog
    • Financial Calculators
    • Useful Links
    • Join Our Team
    • Client logins
  • Contact

Our Team

210

Howard Morin

Founder / Partner
425-214-1533
howardm@heliumadvisors.com
192-CoryParrisPhotography_0

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 Services

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

Helium Advisors LLC is a Registered Investment Advisor in the state of Washington. The advisor may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.

Securities offered through Infinity Financial Services.  Member FINRA/SIPC

Advisory Services offered through Helium Advisors, LLC are not affiliated with Infinity Financial Services

A Helium Financial Group Company

© 2023 Helium Advisors All rights reserved.