Our Team

Howard Morin

Founder / Partner

425-214-1533

howardm@heliumadvisors.com

Gary Russell

Founder / Partner

425-214-1533

garyr@heliumadvisors.com

Stephanie Ridley

Chief Operating Officer / Partner

425-214-1533

stephanier@heliumadvisors.com

Roshan Weeramantry

Co-Head of Wealth Management / Partner

408-314-7895

roshan@heliumadvisors.com

JJ Feldman

Co-Head of Wealth Management / Partner

425-214-1533

jjfeldman@heliumadvisors.com

Cyrus Amini, Esq., CFA

Chief Investment Officer

425-214-1533

cyrusa@heliumadvisors.com

Ken Ancell

Senior Wealth Advisor

415-999-4458

ken@heliumadvisors.com

Morgan Wickline

Financial Advisor

425.214.1533 Ext: 506

morganw@heliumadvisors.com

Violet Hungerford

Operations and Trading Specialist

510-518-6290 ext 803

violet@heliumadvisors.com

Laila Savelis

Client Service Associate

510-518-6290 ext 804

laila@heliumadvisors.com

Justin Dean

Client Service Associate

425-214-1533

justind@heliumadvisors.com