Our Associates

Helen Lee is a Senior Financial Advisor dedicated to helping high‑net‑worth individuals and families feel confident and supported in their financial decisions. Based in Denver, she approaches every client relationship with genuine care, taking the time to listen, understand each client’s goals, and guide them through complex wealth‑planning moments. When appropriate, Helen brings in specialists to collaborate on personalized strategies designed to bring clarity and confidence throughout her clients’ financial journeys.

With more than 27 years of experience, Helen brings a deep and diverse background that includes investment and client‑relationship roles at Bank of America, the Denver Employees Retirement Plan, United Launch Alliance, and several other organizations. In addition to advising private clients, she has significant experience working with institutional organizations entrusted with fiduciary responsibility for overseeing investment programs—ensuring that policies, risk parameters, and long‑term objectives remain aligned. Her broad exposure allows her to meet clients wherever they are—whether navigating transitions, planning for the future, or seeking stability during times of change. She holds a Bachelor of Science in Business Administration with a concentration in Finance from the University of Colorado at Boulder and an MBA from the University of Denver.

Helen’s commitment to service extends beyond her professional work. She serves on the Board of Directors for the Women’s Bean Project and volunteers with organizations such as the Bridge Entrepreneur Network. Outside the office, she finds joy in traveling and spending meaningful time with her friends, family, and her mini Goldendoodle, often exploring Colorado’s natural beauty and vibrant cultural scene together.