Helena K. Mahoney, CFP®, ADPA®, CDFA®

Helena graduated from Merrimack College with a degree in Business Administration in 2001. She has been working in the financial services industry since 1998. She became licensed when she moved to Florida in 2007 and started her own practice as a Financial Advisor with Waddell & Reed. Helena moved back home to Massachusetts and started working with Lisa L. Dale in 2011. Helena completed her CFP® in 2014. In 2017, she formed Blue Granite Financial, Inc. with Lisa. Helena became the sole owner of Blue Granite Financial, Inc. in 2023. 

Helena loves to travel, read and garden when not helping clients work towards their goals. She lives in NH with her husband, Tim, and their dogs, Reilly and Petey. She is an active volunteer puppy raiser for Canine Companions and is currently raising puppy number three, Starla, in the hopes of matching someone with their future service dog.