Mary Helen Klingen is a private wealth advisor for the Private Wealth division of Blue Trust and serves clients out of the office in Houston, Texas.
As a CERTIFIED FINANCIAL PLANNER® professional and experienced wealth advisor, Mary Helen analyzes clients’ overall financial condition and develops customized recommendations designed to help them realize their financial and life goals. She evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored specifically to the client’s needs.
Prior to joining Blue Trust in 2019, Mary Helen was a financial analyst at Texas Children’s Hospital, where she worked on a team preparing and analyzing the financial statements for the hospital system.
Mary Helen graduated from Mississippi College with a BS in accounting. She earned her master’s in professional accounting from The University of Texas at Austin.
Active in her community, Mary Helen is a member of her local church serving in various volunteer roles, including as a leader in ministries that address young adults, women, and financial stewardship. She is also the director of the Houston chapter of Polished Network. Mary Helen enjoys playing tennis, hiking, reading, and spending time with her church family.