Since 1982, Helen has worked closely with her clients to help them make the most appropriate insurance and risk management choices for their personal and business needs.

Her career started at AXA-Equitable as a registered representative. In 1995, she established, Pinnacle Financial Services, an independent Financial Planning Firm focusing on executive and employee benefits; estate, financial and insurance planning.

Helen has served as President of the ‘New Jersey chapter of Women in Financial Services’ and is a member of ‘The Society of Financial Services Professionals’ and the ‘Financial Planning Association’.

She has been published in various news media, including the Bergen Record and The New Jersey Law Journal, for financial and estate planning information articles.

Helen's credentials

ChFC – Chartered financial Consultant: qualified to provide assistance with comprehensive financial and business planning including: creating and conserving wealth; retirement and estate planning; income, gift and trust taxation.

CLU - Charter Life Underwriter: qualified to provide assistance with life, disability and long term care insurance, and interpret the role of these products in financial, estate, retirement, business planning and employee benefits.


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