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Helen Yuen

Helen Yuen

Administrative Assistant

Helen joined our team in 2022 as an Administrative Assistant.  She is a graduate of Grand Valley State University, where she majored in Statistics and Economics.

As Administrative Assistant, she will work closely with the team in preparing client reviews and financial plans, account opening, account maintenance, and assisting clients.

When not working, Helen enjoys traveling and hiking.

Favorite Quote: "If you look at what you have in life, you'll always have more. If you look at what you don't have in life, you'll never have enough." -- Oprah Winfrey