- BA in Economics from Agnes Scott College, Decatur, GA.
- Earned and maintains designations of Qualified Pension Administration (QPA) and Certified Pension Consultant (CPC) from American Society of Pension Professionals and Actuaries.
- Has been involved in the retirement plan administration industry for over 30 years and investment advisor for retirement plans for over 10 years.
- Affiliated with Quantitative Process, LLC as investment advisor in January, 2013.
Helen, a native Charlottean, is active with her church, a sustaining member of the Junior League of Charlotte, Inc. and a volunteer for RAIN.