Helen has spent more than a decade advising families and individuals in planning for their futures. She educates her clients so that they understand their estate and long-term health care plans. As a Certified Public Accountant with a Masters in Tax, she is uniquely qualified to assist her clients in accomplishing their goals. Helen is sensitive to the needs of a family in crisis and counsels clients about elder law issues, including Medicaid qualification. She also administers estates and trusts
“What I like most about my job is the ability to help families, sometimes of multiple generations, identify and plan for their futures. There is nothing more satisfying than a client’s thank you knowing you might have made a difference.”
— Helen Whelan
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