Mary Helen Klingen, CFP®, CPA
Sr. Financial Planner
Houston, TX
Connect With Me
Services Offered
Mary Helen Klingen is a senior financial planner for the Private Wealth division of Ronald Blue Trust and serves clients out of the office in Houston, Texas.
As a CERTIFIED FINANCIAL PLANNERTM certificant and a senior financial planner, 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 Ronald 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.
Resources
We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.