Helen Mason

FINANCIAL ADVISOR ASSISTANT

Here at Channel Financial, Helen is a Financial Advisor Assistant performing various tasks such as client and prospect meeting preparations, client quarterly investment review reports, and cost bench-marking reports. Within this role she enjoys the people she works with along with the challenges this job brings.  Every day is a different day. Helen has been in the financial services industry since 1990, around the time when the World Wide Web was introduced, and has been with Channel Financial since 2016.

Helen is from Mott, North Dakota and has lived in Minnesota for the past 23 years. She devotes her time to Special Olympics where she is the Head of Delegation/Team Manager for a Special Olympics team with 100 athletes and is also a coach for a variety of sports. On her free time she also enjoys going on family trips and motorcycling with her husband.

Phone: 763-231-7545

Email: hmason@channelfinancial.com

Education & Training

  • Bachelor of Science Degree – Business Administration, Dickinson State University

Areas of Expertise

  • Financial Planning
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