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Jeanne M. Helmar, CFP(R)

Jeanne M. Helmar, CFP(R)

Financial Planning Assistant

Jeanne graduated from Kutztown University and has been working in the financial services industry since 2005. She earned her securities and insurance licenses in 2006, is a Notary Public for our clients, and has completed additional financial planning & investment education to ensure her skills are top-notch.  Jeanne earned the CERTIFIED FINANCIAL PLANNERTM certification in 2019 after completing the rigorous exam and education requirements.  She prides herself on delivering excellent customer service and taking care of client’s needs quickly and efficiently.

Jeanne has volunteered for local organizations, such as the Montgomery County SPCA. She lives in the suburban Philadelphia area with her husband, daughter, and three cats.