Specialties
About Me
I was born and raised in the beautiful state of Utah and currently live in northern Utah.
I have 4 children ranging in age from 24 to 15; two boys and two girls. Much to our chagrin, we don't have any grandkids yet. 😁 Oh, can't forget we also have a fur baby named Snuffleupagus, but most of the time he goes by Nugget. He's a miniature Aussie Doodle and thinks he's a human. I love spending time with my wife and kids BBQing, playing games, camping, traveling, etc. My favorite place to be is wherever my wife is; be that at home, on a road trip, or some foreign country. I stumbled upon this career over a decade ago and I'm so happy I did! I thrive on helping people sort through and organize their "financial junk drawer"! I work with pre and post retirees. One of my strengths is retirement income planning and I hold the distinguished RICP® designation (Retirement Income Certified Professional) as well as the QPFC (Qualified Plan Financial Consultant). My clients become my friends. I genuinely enjoy my interactions with them and love learning about their lives, where they've been, their families, careers, etc. Looking forward to speaking with you soon to see if we'd be a fit to work together!
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
RICP, QPFC
Chartered Designations
What do these credentials mean?
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Disclosures
Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Helm Financial Services is not an affiliate of OneAmerica Securities or the companies of OneAmerica Financial and is not a broker dealer or Registered Investment Advisor. Helm Financial Services may conduct life insurance and securities business in Utah and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed. This content should not be construed as an offer for the sale of insurance or securities products in unauthorized states or countries. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica Financial, Helm Financial Services, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor. Investing involves risk which includes potential loss of principal. Guarantees are subject to the claims paying ability of the issuing insurance company. Not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any other governmental agency.