Senior Vice President
Helen is a Senior Vice President at Robertson Stephens. She works with John Lau and his team in the San Ramon/Burlingame office. She works with both individual and small businesses with tax preparation and tax planning as well as audit representation with the IRS and Franchise Tax Board.
Prior to joining Robertson Stephens, she was the tax manager at LFS Wealth Advisor. Helen graduated from Golden Gate University with a MS in Taxation and a BA in Accounting. She is an Enrolled Agent with the IRS. Helen enjoys reading, word puzzles, kick-boxing, and playing with her pets. Helen and her husband, John, live in Danville. They have 2 adult children living in the Bay Area.
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