Helene Fehler

Director of Client Services; Partner
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Helene is the Director of Client Services at Evergreen Gavekal. She has been with the firm since 2002, after leaving her previous position at Smith Barney to continue working with David Hay and his long-term clients. Helene has over 30 years of experience assisting high-net-worth clients with the implementation of their financial plans, including time spent at Fidelity Investments and Piper Jaffrey.  

Born in Sweden, Helene graduated from University of Ostersund in 1986 with a Bachelor of Science in Human Resources; she moved to the United States in 1987. 

Helene splits her time between Idaho and Arizona, spending her free time hiking with her pack of Australian Shepherds, reading, and making jewelry.