Our Team

The Helm Group has been working with individuals and families since 2000, building the business on a basis of comprehensive financial planning.

Dennis L. Helm, FLMI, CMFC, RTRP

The President, Dennis L. Helm, became a Fellow in the Life Management Institute (FLMI) in 1984, specializing in Information Systems.  He was licensed as an agent in the life and health insurance industry that year.

Following a 20-year career in computer systems in banking and insurance, Mr. Helm made the decision to do what he does best.    That is to help others in financial management.

Toward that end, Mr. Helm completed FINRA Series 7 and 66 examinations to become a securities Registered Representative and Investment Advisor Representative.  He also regained his life and health insurance licensing.

After referring dozens of clients' incorrect tax returns to others, Dennis began preparing income tax returns for others in 2003.  This integral piece of financial services continues to benefit his clients.  Today he holds the designation of Registered Tax Return Preparer (RTRP) and keeps current through the Annual Filing Season Program (AFSP).

In 2006 he became a Chartered Mutual Fund Counselor (CMFC) and began courses through the College for Financial Planning.

Seeing the needs of the many couples going through divorce, Dennis completed studies in 2006 to become a Certified Divorce Financial Analyst (CDFA).

Continuing Education in all of these areas rounds out what is truly a lifelong learning process.

                 

Fawn N. Neely

Fawn is our in-house Notary Public. She is also a senior at Penn State University studying Marketing and Psychology. Fawn has two years of office managerial experience. With her knowledge in the field, she is getting a head start in her marketing career by practicing her education first hand here at the Helm Group. 

 

   Ian Davis

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Ian is a student at Shippensburg University studying Finance with a Personal Financial Planning Concentration. He works part-time at Mission BBQ in Camp Hill and also works at his grandfather's auto body shop in Carlisle. At his University, Ian is involved with Student Government as a Class Senator. He is also a member of the investment club and brother of Alpha Kappa Psi. His current plans after graduation are to help people in the management of their wealth and obtain his Certified Financial Planner designation.

 

 

 

 Robin M. Helm, M.Ed.

Robin holds a Masters of Education degree in Training and Development.  She has provided over twenty-eight years of programming in the corporate and community setting with proven experience in workforce and leadership development.  Her area of expertise includes 'soft skill' development with a concentration in team effectiveness and productivity. Robin offers an individualized approach using best practices in needs assessment, action learning and outcome measures.