Helen Brown

Data specialist

As a Data Specialist, Helen Brown brings more than a decade of data management experience to the team. She has a strong background in organizing, analyzing, and maintaining complex data systems.

Helen’s favorite part of her role is the opportunity to learn new data platforms and dig into information that helps support our advisors. Her next big goal is to pass the FINRA Securities Industries Essentials exam and continue building her industry knowledge.

Outside of work, she enjoys crocheting, music, playing piano, painting, sewing, climbing, and hiking. She is also active in her community through her local climbing gym, where she helps organize several events throughout the year.