Meet The Team

Helen J. Semus is the Chief Executive Officer and Founder of Semus Wealth Partners, LLC. Mrs. Semus has an extensive background in comprehensive wealth management. She specializes in managing high-net-worth relationships grounded in tailored investment management and comprehensive financial planning such as retirement planning, income distribution planning, wealth transfer planning, trust and estate planning, business succession and other wealth and income strategies.

Please click on Helen's photo to learn more.

Simon joins Semus Wealth Partners after more than 30 years in the pharmaceutical industry, with experience in both early research and late-stage clinical development. He has broad skills in data analytics, visualization, reporting and dashboarding and was responsible for introducing and establishing the geospatial analytics capability at GSK. Simon has an undergraduate degree in Pharmacy from the University of Portsmouth and a PhD in Medicinal Chemistry from the University of Nottingham, both in the UK, where he grew up. He is a Registered Pharmacist in the State of Pennsylvania. Simon will be responsible for our company infrastructure, including our portfolio accounting, reporting, client portal plus investment research analytics. In addition, Simon will be working with our team to execute the strategic vision of our firm to serve the best interests of our clients.

Outside of work, Simon enjoys soccer, listening to music, watching British crime thrillers, walking and spending time with his wife and their two boys.

Mark earned his undergraduate degree from the University of Maryland and a Masters in Management from MIT's Sloan School. He also obtained his CPA certificate after passing the test in 1972.
Mr. Matthews spent 26 years in the U.S. Foreign Service obtaining the rank of Minister Counselor, served as the Deputy CFO of U.S. Agency for International Development, and was the Director of the Omani American Joint Commission in Muscat, Oman. Upon his retirement from USAID, he served for 8 years as the CFO of the Pan American Health Organization (a regional office of the World Health Organization) and after was the Director of Administration and Finance for the Regional Office for the Western Pacific of WHO. Mark retired from the United Nations and then went to work for Morgan Stanley as a financial adviser. After successfully working in their Ft. Lauderdale Office, he started his own practice in association with Ameriprise Financial and now joins Semus Wealth Partners, LLC.

Kavita has 20 years of industry experience working in Financial Services, focusing on delivering excellent customer service. She obtained both a BS in Finance and BS in Insurance from Florida State University in Tallahassee, FL.

Kavita is based out of our Boca Raton, FL office. She is responsible for providing all aspects of client services.

In her spare time, she enjoys traveling with her husband and 2 very active children.

Oksana has more than 20 years experience in the financial services industry, working for Mellon BNY Financial, MassMutual and 14 years with Morgan Stanley as a Senior Operations Specialist supporting advisors there. She obtained both a BS and MS in Business and Finance from the Marine Engineering Academy in Odessa, Ukraine.

Oksana is based out of our Boca Raton, FL office. She is responsible for back-office operations.

In her spare time Oksana enjoys travelling, classical music, ballet and opera.