As an Office Administrator, Helen draws on her organizational skills, attention to detail, and helpful nature to support the day-to-day needs of our Calabasas, CA office. Helen’s warm and caring personality is evident from the moment she answers the phone or greets our clients. In addition, she maintains appointment calendar, manages client records, and facilitates the smooth running of the office.
Helen served as the Office Manager at Legacy Wealth Partners prior to their merger with The Colony Group in 2021. Previously, she worked in client relations and services roles, including managing a medical practice for six doctors.
Helen was born and raised in California and is a graduate of Verdugo Hills High School. She resides in the San Fernando Valley with her daughter, Mya.