National captive manager and consultant, Helio, has further added to its team and expanded its presence in Texas with appointment of Grace Topete to its team.
She joins Helio with particular expertise in the nonprofit and education industries and was recently the director of leadership programs, spearheading the launch of the Nonprofit Impact Institute at Social Venture Partners Dallas.
“The expansion of our presence in the Dallas-Fort Worth Metroplex is a natural progression in Helio’s growth and a response to client needs and our prospect pipeline,” said Helio’s managing partner, Heather McClure.
“Grace’s addition is an important next step to increase our industry and geographic reach.”
She will primarily be responsible for providing captive management and advisory services to Helio’s clients, with a focus on the Texas market.
Helio’s chief operating officer, Jesse Olsen, said bringing Topete on board will help Helio provide “world-class” consulting and services to new clients who can benefit from captive solutions.
“Nonprofits in particular suffer from chronic underinsurance,” he said. “Her network in and knowledge of that space will add meaningful value with far-reaching positive ripple effects.”
At the start of last month, Helio hired Victor Gallardo, formerly with the Oklahoma Insurance Department.