Lee-Helm

Lee Helm

Operations Specialist

When planning for your financial future, Lee believes one of the most important things is not being afraid to ask questions.

“Learning about your financial future is so important. It is never too late to start,” said Lee.

A highly skilled organizer and planner, Lee is responsible for assisting the operations manager with creating and processing client paperwork, ensuring client accounts are kept up to date. She also makes financial binders for clients to maintain their financial records.

Lee lives in High Ridge, Missouri, with her husband, Jared. They have two sons, Nathan and Tyler. Away from the office, Lee loves spending time with her family and has gotten them all into boxing. She also enjoys reading, wine tasting, hiking and traveling with Jared.