Helen takes pride in her role as a vital link between clients, wealth management teams, and compliance, ensuring fiduciary and regulatory requirements are met from both advisory and client perspectives.
Before joining Mercer Advisors, Helen was a principal at Kays Financial Advisory Corp, where she served as chief compliance officer and director of operations.
Prior to that, she spent 10 years managing operations and personnel at a law firm. Helen holds a Bachelor of Business Administration from Emory University. She is continually inspired by her former manager and the president of Kays Financial, Scott Kays, who instilled in her the importance of ethical decision-making, integrity, honesty, and kindness.
Helen has three grown children and enjoys supporting her church and affiliated ministries. In her free time, she loves reading.
Asheville
300 Ridgefield Court Suite 309 Asheville, North Carolina 28806