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.
Members of the Advisory Board
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, Washington.
Gary Russell is the co-founder of Helium Advisors with partner Howard Morin. He previously served as Director of Wealth Management at Conover Capital Management.
He brings over 15 years of Wealth Management, Financial Planning, and Retirement Plan Consulting experience to our valued clients and trusted partners every day.
As a recognized industry leader and frequent guest speaker on a variety of financial topics, he brings a unique approach to delivering solutions for clients.
Gary is also a 5 Year winner of the 5 Star Wealth Manager award by Seattle Magazine.
A native of Bainbridge Island, Gary now still the Pacific Northwest home.