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 clients 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.                 

 

Angela Chen, MBA

Angela is a graduate of Shippensburg University with a degree in finance and her Masters in Business Administration (MBA). Angela will be preparing tax returns in Chambersburg.

 

 

* Angela is not an affiliate of NEXT Financial Group.

 

 

Urja Shah

Urja plans to graduate from Penn State University later this year.  Her major is Finance, and she will have a minor in Accounting.  Here at The Helm Group, she will be learning how financial plans and income tax returns are prepared.  We will also teach her how to research investments and guide her toward becoming a licensed financial advisor.

 

 

Hannah Young 

Hannah works part-time as our administrative office assistant.  She has been studying toward her licensing exam for life and health insurance.

She is a graduate of the Pennsylvania State University with a Bachelor of Arts degree in Communications. She has worked previously as a Casualty Claims Adjuster at Nationwide Insurance and in the hospitality business for the past decade. She also has worked as a part-time Graphic Designer and Publisher’s Assistant at two different central PA newspaper companies and in college interned at the Harrisburg Capitol.

Her current plans are to get licensed and begin helping people reach their financial goals and prosper.

 

 

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.

* Robin is not an affiliate of NEXT Financial Group.