Mary Helen Klingen

Mary Helen Klingen, CFP®, CPA

Sr. Financial Planner
Houston, TX

Mary Helen Klingen is a senior financial planner for the Private Wealth division of 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 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.

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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE