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Laila Savelis
Client Service Associate
510-518-6290 ext 804
A Bay Area native, Laila graduated with a bachelor's degree from the University of California, Berkeley. Laila is primarily responsible for client service matters and helps facilitate the new client onboarding process. Often functioning as a client's initial contact, Laila also coordinates meetings and assists in the implementation of the firm's communication strategy.
Prior to joining Helium Advisors, Laila held similar responsibilities working with a wealth management team at a leading Bay Area accounting firm, working closely with Roshan, Ken, and Violet. Outside of work, Laila enjoys hiking, biking, going to concerts, and playing with her cats Daisy and Zoey. She lives in Alameda.