Erika Kuzio isn't just your run-of-the-mill financial pro, she's the irreplaceable backbone of our Helm Financial team. With over fifteen years of financial services experience and a degree in mathematics, her analytical mind is sharper than a tack. Coming from a lineage of high school math teachers, one could say her journey into the financial world was practically written in her genes… if not the stars. After all, how many of us can say we have the first 52 decimal places of the number pi committed to memory?
Since joining the Helm Financial team in 2021, Erika quickly rose to the top as our linchpin of research and client planning. Her talent for solving financial puzzles and unyielding 'can-do' attitude make her a valued team member and delight to work with. Renowned for her dedication to service excellence and attention to detail (we’re pretty sure she once found a typo in her sleep), Erika sets the bar so high it's unlikely to be challenged anytime soon.
When she's not busy crunching numbers or outsmarting financial markets, you'll usually find Erika in her backyard, coaxing her tomato plants to grow taller than her two young daughters. Her collaborative spirit shines just as bright when she hits the rink for a little curling now and then. Whether she's sweeping the competition on the ice, or ensuring clients receive top-notch guidance and support in the financial realm – Erika is always striving for gold.