CEO & Co-Founder

Jilliene Helman

Jilliene is the CEO and Co-Founder of, responsible for the company’s strategic direction and operations. Jilliene, who sits on’s board, has underwritten over $5 billion of real estate and was previously a Vice President at Union Bank, where she spent time in Wealth Management, Finance and Risk Management. Jilliene is a Certified Wealth Strategist®, holds Series 7, Series 63, and Series 24 licenses and has a degree in Business from Georgetown University. ​