Helene Spoto

As Client Relations Manager and co-owner of Sentry Financial Planning, the most important part of Helene’s job is helping guide clients through the financial planning process.

The paperwork can be overwhelming and time-consuming and she is there to assist during each step of the process to help keep things simple and organized.

Whether she is scheduling appointments, answering questions, or collecting information, clients can rely on her to keep their affairs in order.