At RINA Wealth Management Services we consider our Advisory Board as our mastermind group. For us it's an external Brain Trust of which to benefit from in delivering to you our clients and partners our best and brightest ideas. We are very fortunate to have people of this caliber around us as friends, partners, and within the community. This helps us stay competitive, keep a strategic edge, and plan for the future while challenging us every day at RINA Wealth Management Services to constantly innovate and improve. We are thankful for their their time, advice, and intellectual contribution.

 

Howard Morin

Howard Morin co-founded Helium Advisors with partner Gary Russell in 2016. Howard has over 20 years of financial services and organizational leadership experience. Most recently, he oversaw the Financial Services Group of Conover serving as CEO of both the Conover Securities Corporation and Conover Capital Management. Starting as a manager of the institutional trader business at TradeStation Group his success was recognized by the Intel Corporation who relocated him to the Pacific Northwest in 2000 where he was named Managing Director of Global Financial Services. At Intel, Howard was responsible for implementing technology at some of the largest financial institutions in the world. After a career at Intel he returned to Wall Street, joining Union Bank of Switzerland (UBS) as a private financial advisor. Howard is also a 2013 & 2014 5 Star Wealth Manager award winner by Seattle Magazine. Howard is passionate about advising clients on key decisions and working with employers to align their corporate retirement plan with their strategic goals. A native of South Florida, he now resides in Snoqualmie.