Financial Advisor Assistant
Helen Mason is a Financial Advisor Assistant, supporting SageView’s team in Minneapolis, Minnesota, with client and prospect meeting preparations, client quarterly investment review reports, and cost benchmarking reports. Within this role she enjoys the people she works with along with the challenges this job brings. Every day is a different day. Helen has been in the financial services industry since 1990, around the time when the World Wide Web was introduced.
Before joining SageView, Helen was a Financial Advisor Assistant with Channel Financial before the firm’s acquisition by SageView in 2021.
Helen is from Mott, North Dakota and has lived in Minnesota for the past 25 years. She devotes her time to Special Olympics where she is the Head of Delegation/Team Manager for a Special Olympics team with 100 athletes and is also a coach for a variety of sports. In her free time, she also enjoys going on family trips and motorcycling with her husband.