Helen is a Client Relationship Manager for VestGen Investment Management. In this role, Helen is responsible for supporting the Executive Director, with an emphasis on customer service, relationship building and retention initiatives. Helen has over 17 years in the financial industry. Prior to joining the team, Helen held Client Relationship positions at Financial Advisory Services of Tampa, Csenge Advisory Group and Provise Management Group. Helen earned a Bachelor of Science degree from Fontbonne University and holds the designation of Financial Paraplanner Qualified Professional. Helen resides in Tampa, Florida with her husband.
