Our Tax Manager, Helen Schussler, has been awarded the CEP designation from the National Institute of Certified Estate Planners.
Helen has over 15 years of experience in working with families and their advisors on trust, gift and estate tax planning and compliance. This certification gives her added expertise in the intricacies of estate planning, an important and often overlooked piece of comprehensive financial and tax planning. She looks forward to working with clients interested in transferring wealth to future generations.
View her full profile on the NICEP website.