Blue Trust
Mary Helen Klingen, CFP®, CPA, CKA®, currently serves as a Senior Financial Planner at Blue Trust since March 2019, where the firm integrates biblical wisdom with financial expertise to guide clients in making informed financial decisions. Previously, Mary Helen held the position of Financial Planner at Texas Children's Hospital from March 2017 to March 2019, following roles as a Financial Analyst and Staff Accountant at EY from September 2016 to March 2017. Educational achievements include a Master in Professional Accounting from The University of Texas at Austin and a Bachelor of Science in Accounting from Mississippi College.
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Blue Trust
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Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With over $16.5 billion of assets under advisement and a nationwide network of 19 offices, we offer comprehensive financial services and objective advice to more than 10,000 clients across the wealth spectrum in all 50 states. Our services include: • Financial, retirement, and estate planning • Investment management • Cash flow and budget planning • Charitable giving strategies • Personal trust and estate settlement • Business consulting services • Family Office • Professional Athlete services • Institutional services • Retirement plan consulting * As of 6/30/23 and subject to change. -- Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. View our social media guidelines & legal info: https://www.ronblue.com/privacy-regulatory/